HubSpot
Google Forms + HubSpot Integration
Create & Update HubSpot Contacts/ Deals/ Tickets/ Companies/ Line Items/ Quotes on Google Form submission.
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?
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
Google Forms to HubSpot: Use Case(s)
> "Create records" in HubSpot on Google Form Submission.
> "Update records" in HubSpot on Google Form Submission.
Google Forms
Create Lead/People on Form Submit
Form Director
HubSpot
Demo Video: How to create Hubspot Contact from Google Forms
Choose Services
Choose HubSpot from the list of apps.
Name your service.
Choose the available services
Create Record
Update Record
Configuring HubSpot
Click on "Connect to Hubspot"
Click on Grant accessto 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
Select Create Record.
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
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
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
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
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
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
Save service
You are all set to create Items on your Google Form submission.
Submit the Form
Submit data in the Google Form.
Original Contact details
See the records updated in HubSpot
