How to automatically create a new deal in Hubspot for a newly created user in Harvest

Relay.app is an automation tool that lets you automate actions across HubSpot, Harvest, and many other apps.
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1

Set the Harvest trigger as "User created"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "User created" under Harvest. This will allow your playbook to automatically detect the newly created user in Harvest and initiate necessary actions.

If this is your first time using a Harvest integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create deal" in HubSpot automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new deal in HubSpot when a new user has been created in Harvest.

Click the "Add step" button, then locate the "Create deal" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new deal in HubSpot. Once turned on, it will respond to each newly created user in Harvest by creating a new deal in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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