- How to create a new folder in Google Drive for a new form submitted in HubSpot
- 1. Create your playbook and set the HubSpot trigger as "New form submission"
- 2. Add the "Create folder" in Google Drive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with HubSpot and Google Drive
- Related blog posts
How to create a new folder in Google Drive for a new form submitted in HubSpot
Create your playbook and set the HubSpot trigger as "New form submission"
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 form you're targeting. If this is your first time using a HubSpot integration in Relay.app, you'll be prompted to connect your HubSpot account.
Now, every time there's a new form submission in HubSpot, your playbook will run automatically.
Add the "Create folder" in Google Drive automation
Integrate the Google Drive automation into your playbook to ensure the prompt creation of a new Google Drive file when a new form has been received in HubSpot.
Click the "Add step" button, then locate the "Create folder" automation for Google Drive and input the mandatory and relevant details.
If your Google Drive 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 Drive account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new Google Drive folder. Once turned on, it will respond to each newly received form in HubSpot by creating a new folder in Google Drive 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.