How to automatically send handoff emails for newly qualified deals on Hubspot

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under HubSpot. Then, select details like the object and fields you need. This will allow your playbook to automatically detect the new record added in HubSpot and initiate necessary actions.

If this is your first time using a HubSpot integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Gmail automation into your playbook to ensure the prompt sending of an email via Gmail for each new specific record added in HubSpot.

Click the "Add step" button, then locate the "Send email" automation for Gmail and input the mandatory and relevant details.

If your Gmail account isn't already 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 Gmail account.

Activating your playbook is the final step to automate the sending of an email via Gmail. Once turned on, it will respond whenever a new specific record is added in HubSpot by sending an email via Gmail without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.