How to create deals in HubSpot from new Apollo contacts
Set the Apollo trigger as "Contact created"
Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.
Click "Add trigger" and select "Contact created" under Apollo automation. This will allow your playbook to automatically detect new contacts created in Apollo and initiate necessary actions.
If this is your first time using an Apollo integration in the Relay.app, a prompt will guide you through the connection process.
Add the "Create deal" in HubSpot automation
Integrate the HubSpot automation into your playbook to ensure the prompt creation of a new deal for each contact created in Apollo.
Click the "Add step" button, then locate the "Create deal" automation for HubSpot and input the mandatory and relevant details.
If your HubSpot 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 HubSpot account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new deal in HubSpot. Once turned on, it will respond to a new contact created in Apollo by creating a corresponding deal in HubSpot 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.
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