How to automatically add a follower to a deal in Pipedrive every time a form response is submitted in Google Forms

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Google Forms trigger to initiate your playbook's actions every time a form response is submitted. Click "Add trigger" in your playbook and choose "Form response submitted" from the dropdown menu under Google Forms.

If you still need to connect your Google Forms account to Relay.app yet, a prompt will guide you through the process.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a follower to a deal in Pipedrive every time a form response is submitted in Google Forms.

Click the "Add step" button, locate the “Add follower to deal” automation for Pipedrive, and input the mandatory and relevant details.

If your Pipedrive account still needs to be 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 last step in the process. Once you turn it on, it will automatically add a follower to a deal in Pipedrive every time a form response is submitted in Google Forms without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.