How to share Google Forms for newly added Pipedrive deals | Relay.app

In this how-to guide

How to share Google Forms for newly added Pipedrive deals
1. Add the Pipedrive "Deal added" trigger
2. Add the Google Forms "Share form" automation
3. Turn on the playbook
Learn more about integrating with Pipedrive and Google Forms
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Integrationsarrow_forwardGoogle Forms Integrationsarrow_forwardGoogle Forms + Pipedrive Integrationsarrow_forward

How to share Google Forms for newly added Pipedrive deals

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 deal added in Pipedrive using Relay.app.

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Pipedrive > Google Forms

Trigger

Last triggered

Deal added

Share form

1

Add the Pipedrive "Deal added" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Deal added" under Pipedrive. Then, select the necessary integration settings. This trigger will automatically detect all the new deal added in Pipedrive to share Google Forms.

If this is your first time using a Pipedrive integration in Relay, you'll be prompted to connect your Pipedrive account.

2

Integrate the Google Forms automation into your playbook to ensure that the specific Google Forms is shared for every new deal created in Pipedrive. Add a new step and select "Share form" from the list of Google Forms automations.

Connect Google Forms to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Pipedrive to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate sharing the specific Google Forms for every new deal added in Pipedrive. Once turned on, it will respond to a new deal added in Pipedrive by sharing the specific 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 sent correctly.

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