How to automatically share a spreadsheet for a new respondent in HubSpot | Relay.app

In this how-to guide

How to automatically share a spreadsheet for a new respondent in HubSpot
1. Create your playbook and set the HubSpot trigger as "New form submission"
2. Add the "Share spreadsheet" in Google Sheets automation
3. Activate your Relay.app playbook
Learn more about integrating with HubSpot and Google Sheets
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More how-to guides featuring HubSpot and Google Sheets

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How to automatically share a spreadsheet for a new respondent in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Google Sheets, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Sheets “Share spreadsheet” action for each HubSpot “Form submission received” event.

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HubSpot > Google Sheets

Trigger

Last triggered

Form submission received

Share spreadsheet

1

Create your playbook and set the HubSpot trigger as "New form submission"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "New form submission" under HubSpot. Then, select the necessary details. This will allow your playbook to automatically detect the newly received form in HubSpot and initiate necessary actions.

If this is your first time using a HubSpot integration in Relay.app, a prompt will guide you through the connection process.

2

Integrate the Google Sheets automation into your playbook to ensure the prompt sharing of the spreadsheet from Google Sheets when a new form has been submitted in HubSpot.

Click the "Add step" button, then locate the "Share spreadsheet" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Sheets account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the Google Sheets spreadsheet sharing. Once turned on, it will respond to each newly submitted form in HubSpot by sharing spreadsheets from Google Sheets 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 being sent correctly.

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