- How to add a new Notion database page whenever a deal stage is reached in HubSpot
- 1. Create your playbook and set the HubSpot trigger as "Deal stage reached"
- 2. Add the "Add database page to database" in Notion automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with HubSpot and Notion
- Related blog posts
- More how-to guides featuring HubSpot and Notion
How to add a new Notion database page whenever a deal stage is reached in HubSpot
Create your playbook and set the HubSpot trigger as "Deal stage reached"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Deal stage reached" under HubSpot. Then, select details like the pipeline and stage. This will allow your playbook to automatically detect the deal that reached the specific stage 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.
Add the "Add database page to database" in Notion automation
Integrate the Notion automation into your playbook to ensure the prompt addition of a new database page to a specific database when a deal reaches a specific stage in HubSpot.
Click the "Add step" button, then locate the "Add database page to database" automation for Notion and input the mandatory and relevant details.
If your Notion 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 Notion account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new database in Notion. Once turned on, it will respond when a deal reaches to a specific stage in HubSpot by adding the details as a new page to Notion's database 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.