How to create a task in ClickUp for a newly received form in HubSpot

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 "New form submission" under HubSpot. Then, select details like form. This will allow your playbook to automatically detect the new form submitted 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.

Integrate the ClickUp automation into your playbook to ensure the prompt creation of a new task in ClickUp whenever a new form is submitted in HubSpot.

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

If your ClickUp 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 ClickUp account.

Activating your playbook is the final step to automate the creation of a new task in ClickUp. Once turned on, it will respond to a new form submitted in HubSpot by creating a new task in ClickUp 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.