Guide

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

Learn how to set up a Relay playbook that automatically creates a copy of a specific doc in Google Docs and fill out with new details whenever a new form is submitted in HubSpot. With this guide, you can efficiently copy docs in Google Docs and seamlessly fill in details from a new form in HubSpot. This process saves time and ensures accuracy, enabling you to focus on engaging with leads and customers effectively. Incorporate this workflow into your routine to streamline data transfer and enhance productivity in your business or organization.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time there's a new form submission in HubSpot.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

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.

3

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.

4

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.

Get started with Relay.app

Sign up now and get started with your playbook today