How to create deals in HubSpot from Google Form submissions

Relay.app is an automation tool that lets you automate actions across HubSpot, Google Forms, and many other apps.
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1

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., "Deals"). 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.

2

Add the “Create deal” in HubSpot step

Integrate the HubSpot automation to instantly create new deals from new Google Forms.

Select "Add step", then locate the "Create deal" automation, and input the relevant details, such as pipeline, name, stage, owner, associated company, associated contacts, and deal description.

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 create deals through your HubSpot account.

3

Activate your playbook

Activating your playbook is the final step. Once turned on, it will respond to create deals in HubSpot from 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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