How to create an account in Front for newly received message on HubSpot

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "Message received" under HubSpot. Then, select the inbox. 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 message is received in HubSpot, your playbook will run automatically.

Integrate the Front automation into your playbook to ensure the prompt creation of an account in Front when a new message has been received in HubSpot.

Click the "Add step" button, then locate the "Create account" automation for Front and input the mandatory and relevant details.

If your Front 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 Front account.

Activating your playbook is the final step to automate the creation of a new account in Front. Once turned on, it will respond to each message received in HubSpot by creating a new account in Front 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.