- How to record new HubSpot messages in Notion database
- 1. Create your playbook and set the HubSpot trigger as "Message received"
- 2. Add the "Add database page to database" in Notion 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 record new HubSpot messages in Notion database
Create your playbook and set the HubSpot trigger as "Message 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 "Message received" under HubSpot. Then, select the inbox. This will allow your playbook to automatically detect the message received in HubSpot and initiate necessary actions.
If this is your first time using a HubSpot integration in Relay.app, a prompt will guide you through the connection process.
Add the "Add database page to database" in Notion automation
Integrate the Notion automation into your playbook to ensure the prompt addition of a new database page to a specific database for each message received in HubSpot.
Click the "Add step" button, then locate the "Add database page to database" automation for Notion and input the mandatory and relevant details.
If your Notion 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 Notion account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the addition of a new database in Notion. Once turned on, it will respond to each message received in HubSpot by adding the details as a new page to Notion's database 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.