How to automatically create a new ticket in HubSpot for a newly added spreadsheet on Google Sheets

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Spreadsheet added to folder" under Google Sheets. Then, select the necessary details. This will allow your playbook to automatically detect the newly added spreadsheet in Google Sheets and initiate necessary actions.

If this is your first time using a Google Sheets integration in Relay.app, a prompt will guide you through the connection process.

Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new ticket in HubSpot when a new spreadsheet has been added to Google Sheets.

Click the "Add step" button, then locate the "Create ticket" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot 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 HubSpot account.

Activating your playbook is the final step to automate the creation of a new ticket in HubSpot. Once turned on, it will respond to each newly added spreadsheet on Google Sheets by creating a new ticket in HubSpot 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.