Integrating Google Forms with HubSpot Using Pabbly Connect

Learn how to automate tasks between Google Forms and HubSpot using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms and HubSpot Integration

To begin the integration process using Pabbly Connect, first, you need to access the Pabbly Connect dashboard. This dashboard is the central hub where you will create workflows to connect Google Forms and HubSpot. If you don’t have an account, you can sign up for free and get 100 free tasks every month.

After signing in, locate the ‘Create Workflow’ button on the top right corner of the dashboard. Here’s how to set it up:

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Associate Task with HubSpot Contacts’.
• Select a folder to save your workflow.

Once you have named your workflow and selected the appropriate folder, click on ‘Create’. This will set up the foundation for your automation process in Pabbly Connect.

2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this step, we will configure Google Forms as the trigger application in Pabbly Connect. This means that every time a new response is submitted through Google Forms, it will initiate the workflow.

To set up Google Forms as the trigger, follow these steps:

• Select Google Forms as your trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, you will need to link this webhook to your Google Form to capture the responses automatically. Open your Google Form, navigate to the Responses tab, and select ‘Link to Sheets’ to create a new spreadsheet for storing responses.

3. Connecting Google Sheets to Pabbly Connect

After setting up your Google Form and linking it to a Google Sheet, the next step is to connect this sheet to Pabbly Connect. This will allow captured responses to be sent directly to your Pabbly workflow.

Follow these steps to establish this connection:

In Google Sheets, go to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’. Install the add-on and refresh the Google Sheets page. Under Extensions, select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.

Paste the copied webhook URL into the designated field and select the trigger column as the last data column. Click ‘Submit’ to finalize the setup.

4. Creating a HubSpot Contact with Pabbly Connect

Now that your Google Form and Sheets are connected to Pabbly Connect, it’s time to create a contact in HubSpot based on the form submissions. This step is essential for associating each inquiry with a contact in your CRM.

To create a HubSpot contact, perform the following actions:

Select HubSpot CRM as the action application in Pabbly Connect. Choose ‘Create a Contact’ as the action event. Map the data fields from Google Forms to the HubSpot contact fields.

After mapping the necessary fields such as first name, last name, and email, click ‘Save and Send Test Request’ to verify that the contact is created successfully in HubSpot.

5. Associating a Task in HubSpot Using Pabbly Connect

The final step in this integration process is to associate a task with the newly created HubSpot contact. This ensures that inquiries are followed up promptly by your team.

To associate a task, follow these steps in Pabbly Connect:

Add another action step and select HubSpot CRM again. Choose ‘Create Task Engagement’ as the action event. Fill in the task details and map the contact ID from the previous step.

Once all details are filled in, click ‘Save and Send Test Request’. This will create a task in HubSpot associated with the contact, ensuring that your team can follow up on inquiries efficiently.

Conclusion

In this tutorial, we successfully integrated Google Forms with HubSpot using Pabbly Connect. This automation streamlines the process of capturing inquiries and managing contacts, ultimately enhancing your team’s efficiency and customer engagement.