How to update HubSpot company details from new Google Forms responses

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., "Company"). 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.

Integrate the HubSpot automation into your playbook to ensure prompt company updates.

To add a step to your playbook, select "Add Step" and search for the "Get Company" automation. Then, choose an identifier from your HubSpot data in the "Add filter" that matches the Google Forms data. In this example, the identifier is "Company owner".

Next, add another step to your playbook by selecting "Update company" and choosing a file from your HubSpot that you want to work with, such as "Company." Then, click on the relevant fields you want to update and fill in the required details, such as name, about us, domain, and Facebook company page.

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 update company details through your HubSpot account.

Activating your playbook is the final step. Once turned on, it will respond to update HubSpot company details with new Google Forms responses 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.