HubSpot

What is Form Director?

Form Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. 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 CRMis built to be a platform that allows sales teams to get started quickly without making much of a change in their existing workflow.

Google Forms to HubSpot: Use Case(s)

> "Create Contacts" in HubSpot on Google Form Submission.

Google Forms

Create Lead/People on Form Submit

Form Director

HubSpot

Setting up HubSpot

  • Choose HubSpot from the list of apps
  • Name your service
  • Select the application as HubSpot.
  • Choose Create under services

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

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.

Notification

  • Switch on event creation.


  • Click Edit Email Template and edit the template as required.


  • Select the type of attachment you need to send with email.


  • Click Pick Drive Files and attach the files to Email.


  • The Email Template looks like the following.


  • Enter your Email and customize the template.

Finish setting up

  • Save service.

You are all set to create contact on your Google Form submission.

  • Submit Google Form.

Sample output