Create HubSpot Task from Form Submission

HubSpot

Created by

Paul Barnes

CEO

Relay.app screenshot of: Create HubSpot Task from Form Submission

Steps in this workflow

New form submission

Find record(s)

Create record

When a prospect submits a form, create a new task in HubSpot.

New form submission

App HubSpot

Trigger New form submission

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Documentation

descriptionTriggers 101

smart_displayHow To Set Up A Trigger - Tutorial

Find record(s)

AppHubSpot

Documentation

descriptionActions 101

Create record

AppHubSpot

Documentation

descriptionActions 101

I'm the CEO of a B2B SaaS startup called Overe. We make a SaaS Security platform that provides businesses with a comprehensive but easy-to-use Cybersecurity service.

We use Relay.app to track and follow-up on leads so we can close new deals and stay organized. It's fully automated so nothing falls through the cracks.

Paul Barnes

CEO

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Create HubSpot Task from Form Submission