How to automatically share Google Forms for a newly added project in Pipedrive | Relay.app

In this how-to guide

How to automatically share Google Forms for a newly added project in Pipedrive
1. Create your playbook and set the Pipedrive trigger as "Project added"
2. Add the "Share form" in Google Forms automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Forms
Related blog posts
More how-to guides featuring Pipedrive and Google Forms

Integrationsarrow_forwardGoogle Forms Integrationsarrow_forwardGoogle Forms + Pipedrive Integrationsarrow_forward

How to automatically share Google Forms for a newly added project in Pipedrive

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 “share form” action in Google Forms for each project added in Pipedrive using Relay.app.

Try it in Relay.app

Pipedrive > Google Forms

Trigger

Last triggered

Project added

Share form

1

Create your playbook and set the Pipedrive trigger as "Project added"

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 "Project added" under Pipedrive. Then, select the Board. This will allow your playbook to automatically detect the newly added project in Pipedrive and initiate necessary actions.

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

2

Integrate the Google Forms automation into your playbook to ensure the new sharing of Google Forms when a new project has been added on Pipedrive.

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

If your Google Forms 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 Forms account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sharing of Google Forms. Once turned on, it will respond to each newly added project on Pipedrive by sharing Google Forms 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.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

From notes to relationships: How to build a powerful CRM in Notion

Learn to leverage Notion's flexibility for improved lead tracking, team collaboration, and actionable insights, all in one intuitive platform.

Jacob Bank

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

App Recommendations

8 popular form building tools to make data capture a breeze in 2024

A list of the best online form builders broken down by use case—from Tally to Fillout.

Whitney Hazard

More how-to guides featuring Pipedrive and Google Forms

See all how-to guides ➔

Add new Pipedrive person records for new Google Form submissions

Learn how to set up a Relay playbook that automatically adds a new Pipedrive person record whenever a new form is submitted through Google Forms. Simplify your lead management process by setting up an automated workflow that creates Pipedrive person records seamlessly from Google Forms submissions.

Automatically create Pipedrive leads from new form submissions in Google Forms

Learn how to set up a Relay playbook that automatically converts a new Google Forms submission into Pipedrive leads. Maximize your lead management strategy by automating the process of transforming new Google Forms submissions into valuable leads within Pipedrive. Streamline your workflow and optimi

Share Google Forms for newly added Pipedrive deals

Learn how to set up a Relay playbook that automatically shares Google Forms for newly added deals in Pipedrive to enhance collaboration and streamline data collection. This integration facilitates seamless communication and data collection, ensuring that relevant stakeholders have access to updated

Automatically add a follower to a product in Pipedrive every time a form response is submitted in Google Forms

Relay.app is an automation tool that lets you automate actions across Google Forms, Pipedrive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Forms “Form response submitted” action for each Pipedrive “Add follower to product” event.

Add a new project in Pipedrive for a new form submitted in Google Forms

Tired of manually creating projects in Pipedrive for every form submission in Google Forms? Streamline your workflow with Relay.app. With Relay.app's integration between Google Forms and Pipedrive, you can automatically add new projects in Pipedrive whenever a form is submitted, eliminating the need

Copy Google Forms for new activity added in Pipedrive

Learn how to set up a Relay playbook that automatically duplicates Google Forms whenever new activities are added in Pipedrive, streamlining your data collection process. This integration streamlines your workflow, ensuring that your forms stay up-to-date with the latest activity data from Pipedrive

Automatically add a follower to an organization in Pipedrive every time a form response is submitted in Google Forms

Relay.app is an automation tool that lets you automate actions across Google Forms, Pipedrive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Forms “Form response submitted” action for each Pipedrive “Add follower to organization” event.

Create Pipedrive deals for new Google form submissions in Google Forms

Learn how to set up a Relay playbook that automatically creates a new deal in Pipedrive whenever a form is submitted in Google Forms. Streamline your sales process by setting up an automated workflow that creates Pipedrive deals whenever a form is submitted on your Google Forms website. This integra

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

Relay.app is an automation tool that lets you automate actions across Google Forms, Pipedrive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Forms “Form response submitted” action for each Pipedrive “Add follower to deal” event.

Automatically update a person's contact information in Pipedrive every time a form response is submitted in Google Forms

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

Add a new person in Pipedrive for each respondent in Google Forms

With Relay.app bridging Google Forms and Pipedrive, every form submission can effortlessly trigger the creation of a new person entry in Pipedrive. In this guide, we'll delve into configuring Relay.app to automate the addition of new person entries in Pipedrive for each submitted form, ensuring effi

What will you automate?

Sign up and get started with your first Relay.app workflow today.

Try Relay.app for free

Background image

Background image