Guide

How to automatically create a company in Hubspot from newly added Retable rows

Learn how to set up a Relay playbook that automatically creates a company in HubSpot for every new row added in Retable, enhancing efficiency and data accuracy.
Retable logoRetable > HubSpot
Trigger
Last triggered
Retable logoRow added
HubSpot logoCreate company
1

Add the Retable 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 "Row added" under Retable. Then, select the table you want to monitor. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Every time a new row is added in Retable, your playbook will run automatically.

2

Add the HubSpot "Create company" automation

Now, you can create a new company in HubSpot. Add a further step and select "Create company" from the list of HubSpot automations.

Connect HubSpot to Relay if you haven't already, then fill out the details like the company owner, associated contacts, and properties. You can reference fields from Retable to pass along the correct data automatically.

3

Turn on the playbook

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

The playbook will run automatically whenever a new row is added in Retable. You can also click "Check now" to manually check whenever you'd like.

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