How to record new HubSpot messages in Retable

Relay.app is an automation tool that lets you automate actions across HubSpot, Retable, and many other apps. In this guide, we'll show you how to automatically run the “add row to table” action in Retable for each message received in HubSpot using Relay.app.
HubSpot logoHubSpot > Retable
Trigger
Last triggered
HubSpot logoMessage received
Retable logoAdd row to table
1

Add the HubSpot trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "New message received" under HubSpot. Then, select the inbox as vital input. If this is your first time using a HubSpot integration in Relay, you'll be prompted to connect your HubSpot account.

Every time a new message is received in HubSpot, your playbook will run automatically.

2

Add the Retable "Add row" automation

Now, you can add a new row to your Retable database. Add a further step and select "Add row" from the list of Retable automations.

Connect Retable to Relay if you haven't already, then fill out the details like the table and values as key inputs. You can reference fields from HubSpot to pass along the correct data automatically.

3

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will run automatically whenever a new message is received in HubSpot. You can also click "Check now" to manually check whenever you'd like.

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