Guide

How to automate updating your HubSpot deals whenever a new response is submitted in a selected Google Form

Dealing with sales can be challenging, especially when you have to update things manually, worry about missed opportunities, and need help keeping track of your paperwork. Lots of businesses face this struggle! But fear not; with Relay, you'll never miss a potential sale again. Whenever someone fills out your Google Forms, our Relay automatically creates a deal for you in HubSpot, ensuring all your opportunities are organized and up-to-date. All you need to do is connect your accounts, set up the details, and let the magic happen! Allow us to demonstrate how it's done in just four simple steps!
HubSpot logoGoogle Forms logo
1

Create your Relay playbook

To start coordinating between Google Forms and HubSpot for your workflow, you need to set up certain steps.

Firstly, sign up for Relay and visit your dashboard. Click the "New playbook" button to start creating a playbook.

Give your playbook a unique name like "Update HubSpot deals with Google Forms responses," and select a relevant emoji (such as 💰) to help you find it easily.

2

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 and select the "Form response submitted" trigger from the Google Forms options. Then, choose the specific form you want to work with (e.g., "Company"). This will allow your playbook to identify new form submissions and automatically perform the necessary actions.

If you still need to connect your Google Forms account to Relay, a prompt will guide you through the connection process.

3

Add the “Update deal” in HubSpot step

To ensure timely updates for your deals, it is recommended to integrate the HubSpot automation into your playbook. To add a step to your playbook, simply select "Add Step" and search for the "Create deal" automation. Then, fill in the required details such as Pipeline, name, stage, owner, associated contacts, and deal description.

After adding the first step, you can add another step to your playbook by selecting "Update deal" and then choosing a file from your HubSpot account, such as "Deal". Then, click on the relevant fields that you want to update and fill in the required details, such as the name and deal description.

If you have not yet connected your HubSpot account to Relay, you will be prompted to do so. Make sure to allow the necessary permissions for Relay to update company details through your HubSpot account.

4

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to update HubSpot deals with 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.

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