In this how-to guide

How to automatically update a person's contact information in Pipedrive every time a form response is submitted in Google Forms
1. Set the Google Forms trigger as “Form response submitted”
2. Add the “Update person” step in Pipedrive
3. Activate your playbook
Learn more about integrating with Pipedrive and Google Forms
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How to automatically update a person's contact information in Pipedrive every time a form response is submitted in Google Forms

How to 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 Pipedrive, Google Forms, and many other apps. In this guide, we'll show you how to automatically run the “update person” action in Pipedrive for each form response submitted in Google Forms using Relay.app.

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Google Forms > Pipedrive

Trigger

Last triggered

Form response submitted

Update person

1

Set the Google Forms trigger as “Form response submitted”

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.

2

Add the “Update person” step in Pipedrive

Integrate the Pipedrive automation into your playbook to ensure the prompt update of a person's contact information in Pipedrive every time a form response is submitted in Google Forms.

Click the "Add step" button, locate the “Update person” 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.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a person's contact information 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.

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