How to share Google Forms for newly added Pipedrive deals

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.

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.

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.