Guide

How to create HubSpot tickets for new SmartSuite records

Learn how to set up a Relay playbook that automatically creates a HubSpot ticket whenever a new SmartSuite record is added.
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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 record is added in SmartSuite.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the SmartSuite 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 "Record added" under SmartSuite. Then, select the table. If this is your first time using a SmartSuite integration in Relay, you'll be prompted to connect your SmartSuite account.

Now, every time a new record is added in SmartSuite, your playbook will run automatically.

3

Add the HubSpot "Create ticket" automation

Now you can create a new ticket in HubSpot. Add a new step and select "Create ticket" from the list of HubSpot automations.

Connect HubSpot to Relay if you haven't already, then fill out the necessary details. You can reference fields from SmartSuite to automatically pass along the right data.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a new record is added in SmartSuite. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay

Sign up now and get started with your playbook today