#Hubspot zapier airtable how to
#Hubspot zapier airtable update

The next step is to connect your Airtable account to Zapier (or to select an already connected Airtable account). In this case, we want the Zap to run whenever a new record is available. After selecting Airtable as the trigger app, you will be prompted to choose the specific conditions for activating the trigger. In this case, we would like Airtable to trigger an action (sending an email)-so Airtable would be considered the trigger app. The first step of any Zap is to set up a trigger.

We recommend taking a moment to name your Zap to keep track of it.

Here is the page where we will set up the trigger and action for our Zap. You'll then be brought to the Zap configuration page. Now, say we wanted to be notified via email whenever we get a new account (a new account record is created in our table).Īfter connecting your Airtable account and your email account with Zapier, you can create a Zap that makes Zapier regularly look for new records in a specified Airtable base and table. In our 'Accounts' table we keep track of all our client accounts.

#Hubspot zapier airtable how to

To do this, you'll need to log into Zapier and follow their OAuth steps in order to connect the services together.įor more detailed examples of how to create Zaps yourself, read on!Įxample 1: Creating a Zap with Airtable as the trigger (Send an email notification whenever a new record is created)įor this example, we will be using the Sales CRM template. In either case, you'll need to connect your Airtable account to Zapier. When making the Zap, you can decide whether you want Airtable to be the trigger app or the action app. From the home page, click the 'Make a Zap!' button. To make a Zap with Airtable, you'll need to log in to Zapier (or create an account). Whenever you get a new follower on Instagram (the trigger app), create a new record in Airtable for that follower (the action app).

Whenever a new subscriber is added in MailChimp (the trigger app), create a new record for that subscriber in Airtable (the action app).

Whenever a new record is created in Airtable (the trigger app), create a corresponding event in Google Calendar (the action app).

Whenever a specified event happens in the trigger app (e.g., for YouTube this might be 'A video was uploaded to a specified channel,' or for Tumblr, this might be 'I liked a post') it automatically triggers an action in the action app. The basic structure of a Zap is that there is a trigger app and an action app. Embedded below are some of the most popular Zaps that have been made using Airtable-simply click the 'Use this Zap' button to get started! Zapier basicsĪirtable's new Automations feature is an alternative to using Zapier, allowing you to configure custom trigger-action workflows directly without ever having to leave your Airtable base.

#Hubspot zapier airtable update

If you wish to learn how to make more sophisticated Zaps that can both update and create new Airtable records, please read this support article. doing something in another app/service will automatically trigger the creation of a new record in Airtable). creating a new record in Airtable triggers a Zap), and where Airtable is the action (i.e. This article is specifically designed to teach you how to design Zaps where Airtable is the trigger (i.e. Zapier is a third-party service that connects Airtable to many other apps and services, including Shopify, MailChimp, Calendly, Jotform, Hubspot, and more.

If your question doesn't appear to be asked in the Community, then post a new message on the Development & APIs board (Requires signing into the community).

If you are experiencing setup issues or need help troubleshooting this integration, we recommend you search threads in the Community first.

While these articles are meant to serve as helpful guides for our customers, 1:1 support for integrations with 3rd party tools is limited in support interactions.