How to add a new person in Pipedrive for each respondent in Google Forms

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 "Form response submitted" under Google Forms. Then, select the form you're using. If this is your first time using a Google Forms integration in Relay.app, you'll be prompted to connect your Google Forms account.

Now, every time a form is submitted in Google Forms, your playbook will run automatically.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new Pipedrive person when a new form has been submitted on Google Forms.

Click the "Add step" button, then locate the "Get or add person" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

Activating your playbook is the final step to automate the addition of a new Pipedrive person. Once turned on, it will respond to each newly submitted form in Google Forms by adding a new person in Pipedrive 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.