- How to create deals in HubSpot from Google Form submissions
- 1. Set the Google Forms trigger as “Form response submitted”
- 2. Add the “Create deal” in HubSpot step
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Google Forms
- Related blog posts
- More how-to guides featuring HubSpot and Google Forms
How to create deals in HubSpot from Google Form submissions
Set the Google Forms trigger as “Form response submitted”
Add the Google Forms trigger to initiate your playbook's actions before submitting a form.
To do this, click "Add trigger" in your playbook. Choose the "Form response submitted" trigger from the Google Forms options, then choose a form with which you want to work (e.g., "Deals"). It will enable your playbook to automatically identify newly submitted forms and trigger necessary actions.
If you have yet to connect your Google Forms account to Relay, a prompt will guide you through the connection process.
Add the “Create deal” in HubSpot step
Integrate the HubSpot automation to instantly create new deals from new Google Forms.
Select "Add step", then locate the "Create deal" automation, and input the relevant details, such as pipeline, name, stage, owner, associated company, associated contacts, and deal description.
If you still need to connect your HubSpot account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to create deals through your HubSpot account.
Activate your playbook
Activating your playbook is the final step. Once turned on, it will respond to create deals in HubSpot from Google Forms submissions 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.
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