How to automatically share Google Forms for a newly added project in Pipedrive

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select the Board. This will allow your playbook to automatically detect the newly added project in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Google Forms automation into your playbook to ensure the new sharing of Google Forms when a new project has been added on Pipedrive.

Click the "Add step" button, then locate the "Share form" automation for Google Forms and input the mandatory and relevant details.

If your Google Forms account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Forms account.

Activating your playbook is the final step to automate the sharing of Google Forms. Once turned on, it will respond to each newly added project on Pipedrive by sharing 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 being sent correctly.