How to create new deals in HubSpot for every newly added Google Docs

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

Click "Add trigger" and select "Document added to folder" under Google Docs. Then, select the parent folder where documents are added. This trigger will automatically detect all the new documents added to the specific folder in Google Docs to create new deals in HubSpot.

If this is your first time using a Google Docs integration in Relay, you'll be prompted to connect your Google Docs account.

Integrate the HubSpot automation into your playbook to ensure the prompt creation of new deals in HubSpot for every new file added in a specific folder in Google Docs.
Add a new step and select "Create deal" from the list of HubSpot automations.

Connect HubSpot to Relay if you haven't already, then fill out the mandatory and necessary details. You can reference fields from Google Docs to automatically pass along the right data.

Activating your playbook is the final step to automate creating new deals in HubSpot for every new file added in a specific folder in Google Docs. Once turned on, it will respond to new files added in specific folders in Google Docs by creating new deals 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 sent correctly.