Embedded Files
Google Forms + HubSpot Integration
Google Forms + HubSpot Integration
Create & Update HubSpot Contacts/ Deals/ Tickets/ Companies/ Line Items/ Quotes on Google Form submission.
Google Forms to HubSpot: Use Case(s)
Google Forms to HubSpot: Use Case(s)
> "Create records" in HubSpot on Google Form Submission.
> "Create records" in HubSpot on Google Form Submission.
> "Update records" in HubSpot on Google Form Submission.
> "Update records" in HubSpot on Google Form Submission.
When Google Form is submitted
When Google Form is submitted
Automatically do this in HubSpot
Automatically do this in HubSpot
If 'Create' service is selected
Create HubSpot Contacts
Create Deals in HubSpot
Create Tickets in HubSpot
Create Companies in HubSpot
Create Line Items in HubSpot
Create Quotes in HubSpot
If 'Update' service is selected
Update HubSpot Contacts
Update Deals in HubSpot
Update Tickets in HubSpot
Update Companies in HubSpot
Update Line Items in HubSpot
Update Quotes in HubSpot
How to integrate your Google Form with HubSpot?
How to integrate your Google Form with HubSpot?
You can integrate Google Forms with HubSpot using Form Director. Form Director enables you to connect Google Forms with HubSpot, allowing you to create & Update HubSpot Contacts/ Deals/ Tickets/ Companies/ Line Items/ Quotes based on form responses.Â
When a user submits a Google Form, the responses are automatically sent to HubSpot, where Contacts/ Deals/ Tickets/ Companies/ Line Items/ Quotes are created or updated accordingly.
What is Form Director?
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.Â
Please check installation instructions to install the add-on.
What is HubSpot?
What is HubSpot?
HubSpot CRM is one of the leading CRM apps currently available on the market and a winner of our Expert's Choice Award for 2018. Free and simple, HubSpot CRM is built to be a platform that allows sales teams to get started quickly without making much of a change in their existing workflow.Â
Demo Video: How to create Hubspot Contact from Google Forms
Demo Video: How to create Hubspot Contact from Google Forms
Choose Services
Choose Services
Choose HubSpot from the list of apps.
Name your service.
Choose the available services
Create Record
Update Record
Configuring HubSpot
Configuring HubSpot
Click on "Connect to Hubspot"
Click on Grant access to allow Form Director to access your HubSpot account for creating contacts
To create contact in HubSpot
Choose Contacts from the dropdown
Service 1: Create Record
Service 1: Create Record
Select Create Record.
Mapping
Mapping
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of app fields is to be done.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Notification
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
Finish setting up
Save service.
You are all set to create contact on your Google Form submission.
Submit Google Form.
See the Contacts created in HubSpot
See the Contacts created in HubSpot
Service 2: Update Record
Service 2: Update Record
Mention the service name.
Select the application as "HubSpot".
Select the service as "Update Records".
Authenticate with HubSpot CRM.
Select the required entity.
Select the update field.
Mapping
Mapping
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of app fields is to be done in order to create items on form submission.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Notification
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
Finish setting up
Save service
You are all set to create Items on your Google Form submission.
Submit the Form
Submit the Form
Submit data in the Google Form.
Original Contact details
Original Contact details
See the records updated in HubSpot
See the records updated in HubSpot
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