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How to automatically integrate Airtable records with HubSpot contacts

How to automatically integrate Airtable records with HubSpot contacts

Relay.app is an automation tool that lets you automate actions across HubSpot, Airtable, and many other apps.
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1

Set the Airtable trigger as “Record created”

Add the Airtable trigger to initiate your playbook's actions.

To do this, click "Add trigger" in your playbook. Select the "Record created" trigger option from the dropdown menu under Airtable. Next, choose the target table, which, in this case, should be "Contact." It will enable your playbook to automatically identify newly created records and trigger necessary actions.

If you have yet to connect your Airtable account to Relay, a prompt will guide you through the connection process.

2

Add the “Get contact” automation in HubSpot

Integrate the HubSpot automation into your playbook to create a new contact in HubSpot or update an existing one.

Select "Add Step" and locate the "Get contact" automation for HubSpot. Then, enter all the relevant details, including First and Last names.

If you still need to connect your HubSpot account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create or update contacts through your HubSpot account.

3

Activate your playbook

Activating your playbook is the last step to automate the creation of deals in HubSpot for new Airtable records without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together.

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