Guide

How to create Pipedrive deals for new Google form submissions in Google Forms

Learn how to set up a Relay playbook that automatically creates a new deal in Pipedrive whenever a form is submitted in Google Forms. Streamline your sales process by setting up an automated workflow that creates Pipedrive deals whenever a form is submitted on your Google Forms website. This integration makes it easy by automatically creating a deal in Pipedrive when there is a new form submission in Google Forms. It's never been so easy to track new deals.
Google Forms logoGoogle Forms > Pipedrive
Trigger
Last triggered
Google Forms logoForm response submitted
Pipedrive logoAdd deal
1

Add the Google Forms "Form response submitted" 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 "Form response submitted" under Google Forms. Then, select the form. This trigger will automatically detect all the new submitted forms in Google Forms to create new deals in Pipedrive.

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

2

Add the Pipedrive "Add deal" automation

Integrate the Pipedrive automation into your playbook to ensure the prompt creation of new deals in Pipedrive for every new form submitted in Google Forms. Add a new step and select "Add deal" from the list of Pipedrive automations.

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

3

Turn on the playbook

Activating your playbook is the final step to automate creating a new deal in Pipedrive for every new form submitted in Google Forms. Once turned on, it will respond to a new form submitted in Google Forms by creating a new deal in Pipedrive 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.

Google Forms logo Google Forms
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