- How to automatically create a new record in HubSpot every time there is a new submission in Fillout
- 1. Set the Fillout trigger as “New submission”
- 2. Add the “Create record” step in HubSpot
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Fillout
- Related blog posts
- More how-to guides featuring HubSpot and Fillout
How to automatically create a new record in HubSpot every time there is a new submission in Fillout
Fillout > HubSpotNew submission
Create recordSet the Fillout trigger as “New submission”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Fillout trigger to initiate your playbook's actions every time there is a new submission. Click "Add trigger" in your playbook and choose "New submission" from the dropdown menu under Fillout.
If you still need to connect your Fillout account to Relay.app yet, a prompt will guide you through the process.
Add the “Create record” step in HubSpot
Integrate the HubSpot automation into your workflow to ensure that a new record is promptly created in HubSpot whenever a new submission is in Fillout.
Click the "Add step" button, locate the “Create record” automation for HubSpot, and input the mandatory and relevant details.
If your HubSpot account still needs to be 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 HubSpot account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new record in HubSpot every time there is a new submission in Fillout without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
