Guide

How to create a contact in Apollo for new HubSpot messages

Looking to simplify your contact management between HubSpot and Apollo? This integration offers an effortless solution. Whenever a new message is received in HubSpot, Relay.app automatically creates a new contact in Apollo. It's a seamless way to ensure that your contacts are promptly added and synchronized across platforms, saving you time and ensuring smooth communication with your leads and customers.
HubSpot logoApollo logo
1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between HubSpot and Apollo for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Sync Apollo from HubSpot" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the HubSpot trigger as "Message received"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Message received" under HubSpot automation. Then, select the inbox. This will allow your playbook to automatically detect new message received in HubSpot and initiate necessary actions.

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

3

Add the "Create contact" in Apollo automation

Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact for each message received in HubSpot.

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

If your Apollo 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 Apollo account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new contact in Apollo. Once turned on, it will respond to a message received in HubSpot by creating a new contact in Apollo 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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