How to Create New Customer Records in HubSpot from Google Form Submissions Using Pabbly Connect

Learn how to automate customer record creation in HubSpot from Google Form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Integration

To create new customer records in HubSpot from Google Form submissions, we will use Pabbly Connect. Start by visiting the Pabbly website at pabby.com. You can either sign in if you are an existing user or sign up for free to get started.

Once signed in, navigate to the Pabbly Connect dashboard where you can create new workflows. Click on the ‘Create Workflow’ button and select the workflow builder. Choose the new beta option for a modern interface and name your workflow appropriately.

2. Setting Up Google Forms as the Trigger Application

In this step, we will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose ‘New Response Received’ as the trigger event. This action allows the workflow to activate whenever a new form submission occurs.

• Select Google Forms as your trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect to your Google Forms account by providing the required permissions.

After setting up the trigger, a webhook URL will be generated. This URL is crucial as it acts as a bridge between Google Forms and Pabbly Connect. Copy this webhook URL and proceed to your Google Form settings to integrate it.

3. Linking Google Sheets for Data Capture

Next, we will link Google Sheets to capture the form responses. Open your Google Form and navigate to the ‘Responses’ tab. Click on ‘View in Sheets’ to create a Google Sheet that will store the submissions. using Pabbly Connect

Ensure that the last name field is marked as required. This is important for data integrity. After setting up your Google Sheet, test the integration by submitting a dummy response through the form. Once submitted, verify that the response appears in the linked Google Sheet.

4. Configuring the Pabbly Connect Webhook

Return to Pabbly Connect and configure the webhook to send data from Google Sheets to your workflow. Go to the ‘Extensions’ menu in Google Sheets, select ‘Add-ons’, and search for Pabbly Connect Webhooks.

• Paste the copied webhook URL into the designated field in Pabbly Connect Webhooks.
• Set the trigger column to the last column (e.g., column G) in your Google Sheet.
• Click on ‘Send Test’ to ensure the connection is successful.

After configuring the webhook, make sure to enable the ‘Send on Event’ option in your Pabbly Connect Webhooks settings. This ensures that future form submissions are sent to your Pabbly Connect workflow.

5. Adding HubSpot as the Action Application

Finally, we will set HubSpot as the action application in Pabbly Connect. Choose HubSpot and select ‘Create Contact’ as the action event. This step enables the workflow to create a new contact in HubSpot whenever a new form submission is received.

Connect your HubSpot account by following the prompts to grant necessary permissions. Once connected, map the fields from the Google Form responses to the corresponding fields in HubSpot. This mapping is crucial for ensuring that the correct data is transferred.

After completing the mapping, click on ‘Save and Send Test Request’ to send the data to HubSpot. Check your HubSpot CRM to confirm that the new contact has been created successfully with the details from your Google Form submission.

Conclusion

In this tutorial, we demonstrated how to create new customer records in HubSpot from Google Form submissions using Pabbly Connect. By following these steps, you can automate the process and save valuable time. The integration between Google Forms and HubSpot via Pabbly Connect ensures that your customer data is always up-to-date and easily accessible.