- How to automatically create or update a HubSpot record whenever a new row is changed in Coda
- 1. Set the Coda trigger as “Row changed”
- 2. Add the “Create or update record” step in HubSpot
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Coda
- Related blog posts
- More how-to guides featuring HubSpot and Coda
How to automatically create or update a HubSpot record whenever a new row is changed in Coda
Coda > HubSpotRow changed
Create or update recordSet the Coda trigger as “Row changed”
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 changed. Click "Add trigger" in your playbook and choose "Row changed" 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.
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 changed 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.
Activate your playbook
Activating the playbook is the last step in the process. Once you turn it on, it will automatically create or update a HubSpot record whenever a new row is changed in Coda without 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?
