- How to create new HubSpot deals from new Notion pages
- 1. Create your playbook and set the Notion trigger as "New database page added"
- 2. Add the "Create deal" in HubSpot automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with HubSpot and Notion
- Related blog posts
- More how-to guides featuring HubSpot and Notion
How to create new HubSpot deals from new Notion pages
Create your playbook and set the Notion trigger as "New database page added"
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 database page added" under Notion. Then, select the database. This will allow your playbook to automatically detect the new database page added in Notion and initiate necessary actions.
If this is your first time using a Notion integration in 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 new database page added in Notion.
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 each new database page added in Notion by creating a new 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.