How to automatically create a new record in HubSpot for a new customer every time there's a new form submission in Tally

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Tally trigger to initiate your playbook's actions every time there's a new form submission. Click "Add trigger" in your playbook and choose "New form submission" from the dropdown menu under Tally.

If you still need to connect your Tally account to Relay.app yet, a prompt will guide you through the process.

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new record in HubSpot for a new customer every time there's a new form submission in Tally.

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.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new record in HubSpot for a new customer every time there's a new form submission in Tally 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.