In this how-to guide

How to synchronize new records in Airtable with notes in HubSpot
1. Set the Airtable trigger as “Record created”
2. Add the “Create note” step in HubSpot
3. Activate your playbook
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How to synchronize new records in Airtable with notes in HubSpot

How to synchronize new records in Airtable with notes in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Airtable, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the HubSpot “Create note” action for each Airtable “Record added” event.

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Airtable > HubSpot

Trigger

Last triggered

Record added

Create note

1

Set the Airtable trigger as “Record created”

Add the Airtable trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Record created" trigger option from the dropdown menu under Airtable. Next, choose the target table, which, in this case, is "Newly created Deals." It will enable your playbook to automatically identify newly created records and trigger necessary actions.

If you have yet to connect your Airtable account to Relay, a prompt will guide you through the connection process.

2

Add the “Create note” step in HubSpot

Integrate the HubSpot automation into your playbook.

Select "Add Step" and locate the "Create note" automation for HubSpot. Then, enter all the relevant details, including the Content, Associated contacts, Associated companies and Associated deals.

If you still need to connect your HubSpot account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create a ticket through your HubSpot account.

3

Activate your playbook

Activating your playbook is the last step to automate the creation of notes in HubSpot for new Airtable records without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.

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Create a HubSpot ticket from new Airtable records

Manually creating tickets in HubSpot for new records is tedious and time-consuming, leading to errors, inconsistencies, and delays in responding to customer inquiries and taking away time from other crucial tasks. With Relay, you can now integrate Airtable and HubSpot to automatically create tickets in HubSpot each time a new record is added to Airtable. This super easy guide will show you how to set up an integration in just four simple steps; you'll never have to worry about missing out on any records again!

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Automatically add new Hubspot notes as an Airtable record

Learn how to set up a Relay playbook that automatically synchronizes newly created Hubspot notes efficiently by adding them as records in your Airtable.

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