How to automatically add a new row in Google Sheets for a newly created note in HubSpot

After creating your playbook, you can proceed to add your 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 "Note created" under HubSpot. Then, select the necessary details. This will allow your playbook to automatically detect each newly created note 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 Google Sheets automation into your playbook to ensure the prompt addition of a new row in Google Sheets when a new note has been created in HubSpot.

Click the "Add step" button, then locate the "Add row to sheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets 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 Google Sheets account.

Activating your playbook is the final step to automate the addition of a new row in Google Sheets. Once turned on, it will respond to each newly created note in HubSpot by adding a new row in Google Sheets 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.