Guide

How to create a new HubSpot deal from Trello cards

Want to ensure that every potential deal identified in Trello is seamlessly added to your sales pipeline in HubSpot? When a new card is created in Trello, Relay.app promptly creates a corresponding deal in HubSpot. This ensures that your sales opportunities are consistently tracked and managed, saving you time and helping you stay organized in your sales process.
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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 cards to HubSpot deals" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Trello trigger as "New card 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 card added" under Trello automation. Then, select the list. This will allow your playbook to automatically detect new cards 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 "Create deal" in HubSpot automation

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

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.

4

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 a new card added in Trello by creating a corresponding 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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