Guide

How to copy documents in Google Docs from new messages in HubSpot

Learn how to set up a Relay playbook that automatically duplicates a document from Google Docs whenever a new message is received in HubSpot. Efficiently streamline your workflow by automatically copying Google Docs documents whenever new messages are received in HubSpot. Ensure that your team stays updated and organized with this seamless integration between two powerful platforms.
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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 message is received 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 "Message received" trigger

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

Click "Add trigger" and select "Message received" under HubSpot. Then, select the inbox as your input. This trigger will automatically detect all the new message received in HubSpot to copy documents in Google Docs.

If this is your first time using a HubSpot integration in Relay, you'll be prompted to connect your HubSpot account.

3

Add the Google Docs "Copy document" automation

Integrate the Google Docs automation into your playbook to ensure prompt copying of documents in Google Docs for every new message received in HubSpot. Add a new step and select "Copy document" from the list of Google Docs automations.

Connect Google Docs to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from HubSpot to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate the copying of documents in Google Docs for every new message received in HubSpot. Once turned on, it will respond to a new message received in HubSpot by copying the specific document in Google Docs 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 sent correctly.

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