How to add new Pipedrive person records for new Google Form submissions

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 newly submitted forms in Google Forms to create a new person 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.

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

Activating your playbook is the final step to automate creating a new person 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 person 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.