How to Create a new record from within a playbook in HubSpot.

Integrating the creation of new CRM records has emerged as a pivotal milestone in numerous sales workflows. This integral step can now seamlessly blend into your playbooks, streamlining the process and empowering users to generate records swiftly without any interruptions to their established workflows.

To access the "Create Record" option within a playbook, it must first be added to the playbook.

To add this functionality,

Step 1 - Go to Sales, Playbook.

Step 2 - Choose the playbook where you want to add this functionality.

Step 3 - Click on the "Insert" dropdown menu, then select "Action," and finally choose "Create a Record."

Step 4 - Pick the desired object from the "Select a Record Type" dropdown.

Step 5 -Click on Insert Action, Publish to save changes.

To access the desired features in records:

Step 1 - Start by navigating to the Contact, Companies, Deals, or Tickets section.

Step 2 - Locate and click on the name of the record you want to work with.

Step 3 - In the right panel, within the Playbooks section, you can either use the search bar to find a playbook or simply click on a playbook to open it.

Step 4 - Within the Playbook contents sidebar, select a question to view its content within the playbook.

Step 5 - For each question, you have several options. You can enter notes, choose from answer options, or update a property on the record.

Step 6 - If your task involves creating a new record while working within a playbook, locate and click the "Create [record]" button.

Step 7 - In the right panel, fill in all the necessary information for the new record.

Step 8 - After filling out the information, click the "Create" button

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