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How to automatically remove a record from a list in HubSpot every time a record is added in Airtable

How to automatically remove a record from a list in HubSpot every time a record is added in Airtable

Relay.app is an automation tool that lets you automate actions across HubSpot, Airtable, and many other apps. In this guide, we'll show you how to automatically run the “remove record from list” action in HubSpot for each record added in Airtable using Relay.app.
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Airtable logoAirtable > HubSpot
Trigger
Last triggered
Airtable logoRecord added
HubSpot logoRemove record from list
1

Set the Airtable trigger as “New record added”

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

Add the Airtable trigger to initiate your playbook's actions whenever a record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under Airtable.

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

2

Add the “Remove record from list” step in HubSpot

Integrate HubSpot automation into your workflow to automatically remove a record from a list in HubSpot every time a record is added in Airtable.

Click the "Add step" button, locate the "Remove record from list" 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 removes a record from a list in HubSpot every time a record is added in Airtable 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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