How to automatically create or update a HubSpot record every time a new row is added in Coda

Relay.app is an automation tool that lets you automate actions across HubSpot, Coda, and many other apps. In this guide, we'll show you how to automatically run the “create or update record” action in HubSpot for each row added in Coda using Relay.app.
Coda logoCoda > HubSpot
Trigger
Last triggered
Coda logoRow added
HubSpot logoCreate or update record
1

Set the Coda trigger as “Row added”

A playbook always starts with a trigger that detects changes in your connected applications and responds accordingly.

Add the Coda trigger to initiate your playbook's actions every time a row is added. Click "Add trigger" in your playbook and choose "Row added" from the dropdown menu under Coda.

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

2

Add the “Create or update record” step in HubSpot

Integrate HubSpot automation into your workflow to automatically create or update a HubSpot record whenever a new row is added in Coda.

Click the "Add step" button, locate the "Create or update 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.

3

Activate your playbook

Activating the playbook is the last step in the process. Once you turn it on, it automatically creates or updates a HubSpot record every time a new row is added in Coda 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.

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