How to automatically create HubSpot form responses when a new Chargebee subscription is created

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

Add the Chargebee trigger to initiate your playbook's actions when subscriptions are created. Click "Add trigger" in your playbook and choose "Subscription created" from the dropdown menu under Chargebee.

If you still need to connect your Chargebee 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 HubSpot form responses when a new Chargebee subscription is created.

Click the "Add step" button, then locate the “Create form response” 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 HubSpot form responses when a new Chargebee subscription is created 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.