- How to create a new contact on Brevo for a newly submitted form on HubSpot
- 1. Create your playbook and set the HubSpot trigger as "Form submission received"
- 2. Add the "Update or create contact" in Brevo automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with HubSpot and Brevo
- Related blog posts
How to create a new contact on Brevo for a newly submitted form on HubSpot
Create your playbook and set the HubSpot trigger as "Form submission received"
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 "Form submission received" under HubSpot. Then, select the form. If this is your first time using a HubSpot integration in Relay.app, you'll be prompted to connect your HubSpot account.
Now, every time a form is submitted in HubSpot, your playbook will run automatically.
Add the "Update or create contact" in Brevo automation
Integrate the Brevo automation into your playbook to ensure the prompt creation of a new contact in Brevo when a new form has been submitted on HubSpot.
Click the "Add step" button, then locate the "Update or create contact" automation for Brevo and input the mandatory and relevant details.
If your Brevo 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 Brevo account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Brevo. Once turned on, it will respond to each newly submitted form in HubSpot by creating a new contact in Brevo 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.