Guide

How to copy Google Forms for each new submission received through HubSpot

Are you tired of the manual process of copying Google Forms for every new submission through HubSpot? We know it's time-consuming, error-prone, and leads to inaccurate data being collected. This inefficiency can cause unnecessary delays in processing submissions and could ultimately harm your overall business operations. That's why we recommend Relay - the perfect solution to automate copying Google Forms for every new submission received through HubSpot. With Relay, you can streamline your submission management and enhance your data collection, making your life much easier! In this guide, we’ll show you how to set this integration up in four easy steps. Let's get started!
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, "Copy Google Forms upon new HubSpot submissions," and select a relevant emoji (such as 📑) to help you find it easily.

2

Set the HubSpot trigger as “New form submission”

Add the HubSpot trigger to initiate your playbook's actions before submitting a form.

To do this, click "Add trigger" in your playbook and select the "New form submission" trigger from the HubSpot options. Then, choose the specific form you want to work with (e.g., "New client registration"). This will allow your playbook to identify new form submissions and automatically perform the necessary actions.

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

3

Add the “Copy form” in Google Forms step

Integrate the Google Forms automation to instantly copy forms from HubSpot.

Select "Add step", then locate the "Copy form" automation, and input the relevant details, such as form, form title, and the target folder.

If you still need to connect your Google Forms account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to copy responses through your Google Forms account.

4

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond by copying Google Forms upon new HubSpot 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.

Get started with Relay.app

Sign up now and get started with your playbook today