Guide

How to automatically update the contact information on HubSpot whenever you receive a response in Google Forms

Do you ever feel like keeping your contacts up-to-date is a never-ending challenge? Worrying about missing out on important information or making errors while manually updating your contacts can be stressful. But don't worry, we've got you covered! With Relay, you can automatically update the contact information on HubSpot whenever you receive a response on Google Forms. That means less time spent updating and more time building strong relationships with your clients and customers. In this guide, we’ll show you how to set this integration up in four easy steps.
HubSpot logoGoogle Forms logo
1

Create your Relay 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 "Updating HubSpot contacts through Google Forms submissions," 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. Choose the "Form response submitted" trigger from the Google Forms options, then choose a form with which you want to work (e.g., "Contact Information"). 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.

3

Add the “Update contact” in HubSpot step

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

To add a step to your playbook, select "Add Step" and search for the "Get contact" 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 "Phone number".

Next, add another step to your playbook by selecting "Update contact" and choosing a file from your HubSpot that you want to work with, such as "Contact." Then, click on the relevant fields you want to update and fill in the required details, such as email, job title, and company name.

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 contact 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 contacts with new Google Forms submissions 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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