In this how-to guide

How to add a new project in Pipedrive for a new form submitted in Google Forms
1. Create your playbook and set the Google Forms trigger as "Form response submitted"
2. Add the "Add project" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Forms
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How to add a new project in Pipedrive for a new form submitted in Google Forms

How to add a new project in Pipedrive for a new form submitted in Google Forms

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Forms, and many other apps. In this guide, we'll show you how to automatically run the “add project” action in Pipedrive for each form response submitted in Google Forms using Relay.app.

Try it in Relay.app

Google Forms > Pipedrive

Trigger

Last triggered

Form response submitted

Add project

1

Create your playbook and set the Google Forms trigger as "Form response submitted"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To set up this playbook, click "Add trigger" and then select "Form response submitted" under Google Forms. Then, select the form. This will allow your playbook to automatically detect the newly received Google Forms and initiate necessary actions.

If this is your first time using a Google Forms integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new response has been received in Google Forms.

Click the "Add step" button, then locate the "Add project" 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.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new project in PIpedrive. Once turned on, it will respond to each newly received response in Google Forms by adding a new project 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.

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