Guide

How to automatically add new Hubspot notes as an Airtable record

Learn how to set up a Relay playbook that automatically synchronizes newly created Hubspot notes efficiently by adding them as records in your Airtable.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a new note is created in HubSpot.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the HubSpot trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "New note created" under HubSpot. Then, select the relevant information. If this is your first time using a HubSpot integration in Relay, you'll be prompted to connect your HubSpot account.

Every time a new note is created in HubSpot, your playbook will run automatically.

3

Add the Airtable "Add record" automation

Now, you can add a new record in Airtable. Add a further step and select "Add record" from the list of Airtable automations.

Connect Airtable to Relay if you haven't already, then fill out the details like the table and fields required. You can reference fields from HubSpot to pass along the correct data automatically.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a new note is created in HubSpot. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today