How to copy specific Google Docs and fill in details from new submitted HubSpot forms

Relay.app is an automation tool that lets you automate actions across HubSpot, Google Docs, and many other apps. In this guide, we'll show you how to automatically copy doc & fill in {{placeholders}} in Google Docs for each form submission received in HubSpot using Relay.app.
HubSpot logoHubSpot > Google Docs
Trigger
Last triggered
HubSpot logoForm submission received
Google Docs logoCopy doc & fill in {{placeholders}}
1

Add the HubSpot "New form submission" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New form submission" under HubSpot. Then, select the form. This trigger will automatically detect all the new form submitted in MailChimp to copy and fill out document in Google Docs.

If this is your first time using a HubSpot integration in Relay, you'll be prompted to connect your HubSpot account.

2

Add the Google Docs "Copy doc & fill in {{placeholders}}" automation

Integrate the Google Docs automation into your playbook to ensure prompt copying of documents and fill in necessary details for every new form submitted in HubSpot. Add a new step and select "Copy doc & fill in {{placeholders}}" from the list of Google Docs automations.

Connect Google Docs to Relay if you haven't already, then fill out the mandatory and relevant details and placeholders to replace. You can reference fields from HubSpot to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate copying and filling out documents in Google Docs for every new form submitted in HubSpot. Once turned on, it will respond to new form submissions in HubSpot by copying and filling out placeholder documents in Google Docs 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 sent correctly.

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