Guide

How to create new HubSpot contacts for newly added Google Docs

Learn how to set up a Relay playbook creates a new contact in HubSpot whenever a document is added to a designated folder in Google Docs. Streamline your workflow by setting up an automated process that creates new contacts in HubSpot whenever documents are added to a specific folder in Google Docs. Enhance efficiency and ensure seamless communication with potential leads or clients using this integration between Google Docs and HubSpot.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a document is added to a folder in Google Docs.

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

2

Add the Google Docs "Document added to folder" 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 "Document added to folder" under Google Docs. Then, select the parent folder you want to monitor. This trigger will automatically detect all the new documents added to the specific folder in Google Docs to create new contacts in HubSpot

If this is your first time using a Google Docs integration in Relay, you'll be prompted to connect your Google Docs account.

3

Add the HubSpot "Get or create contact" automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of new contacts in HubSpot for every new file added in a specific folder in Google Docs. Add a new step and select "Get or create contact" from the list of HubSpot automations.

Connect HubSpot to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Google Docs to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate creating new contacts in HubSpot for every new file added to a specific folder in Google Docs. Once turned on, it will respond to new files added in specific folders in Google Docs by creating new contacts 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 sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today