How to automatically share a spreadsheet for a new respondent in HubSpot

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 setup this playbook, click "Add trigger" and then select "New form submission" under HubSpot. Then, select the necessary details. This will allow your playbook to automatically detect the newly received form in HubSpot and initiate necessary actions.

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

Integrate the Google Sheets automation into your playbook to ensure the prompt sharing of the spreadsheet from Google Sheets when a new form has been submitted in HubSpot.

Click the "Add step" button, then locate the "Share spreadsheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets 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 Google Sheets account.

Activating your playbook is the final step to automate the Google Sheets spreadsheet sharing. Once turned on, it will respond to each newly submitted form in HubSpot by sharing spreadsheets from Google Sheets 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.