Guide

How to create a new HubSpot contact from a new Trello list

Want to ensure that every new project you start in Trello results in a new contact in HubSpot? When a new list is created in Trello, Relay.app promptly creates a corresponding contact in HubSpot. This seamless connection ensures that your CRM is always up-to-date with your project initiatives, saving you time and helping you stay organized in managing your contacts.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Trello and HubSpot 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 Trello lists to HubSpot" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Trello trigger as "New list added"

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 "New list added" under Trello automation. Then, select the board. This will allow your playbook to automatically detect the new list added in Trello and initiate necessary actions.

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

3

Add the "Get or create contact" in HubSpot automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new contact for each new list added in Trello.

Click the "Add step" button, then locate the "Get or create contact" 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.

4

Activate your Relay.app playbook

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