How to Update HubSpot Contacts from New Google Forms Responses Using Pabbly Connect

Learn how to use Pabbly Connect to update HubSpot contacts automatically from new Google Forms responses. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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

To begin the integration process, access Pabbly Connect by signing in or creating a free account. This platform serves as the central hub for connecting Google Forms with HubSpot. Once logged in, click on the ‘Create Workflow’ button to start a new integration workflow.

After naming your workflow, you’ll see two sections: Trigger and Action. Here, you will set Google Forms as the trigger application, which initiates the workflow whenever a new response is received. This setup allows Pabbly Connect to automate the process of updating HubSpot contacts based on Google Forms submissions.

2. Connecting Google Forms to Pabbly Connect

Next, you need to link Google Forms to Pabbly Connect. In your Google Forms, navigate to the ‘Responses’ tab and click on the ‘Link to Sheets’ option. Create a new Google Sheet to store the form responses, which will later be utilized by Pabbly Connect.

• Create a new Google Sheet named ‘Basic Information’.
• Fill out the Google Form with sample data.
• Ensure all fields in the form correspond to columns in the Google Sheet.

After submitting the form, check the Google Sheet to confirm that all entries are correctly captured. This data will be sent to Pabbly Connect for further processing, allowing you to automate HubSpot contact updates.

3. Configuring Webhook in Google Sheets

To connect Google Sheets with Pabbly Connect, you’ll need to set up a webhook. In your Google Sheets, navigate to ‘Extensions’, then ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’. Install the add-on and open its initial setup.

• Paste the webhook URL provided by Pabbly Connect.
• Set the trigger column to the last updated column in your sheet.
• Activate the ‘Send on Event’ option to ensure responses are captured.

Once configured, Pabbly Connect will receive data from your Google Sheets whenever a new form submission occurs, allowing for seamless updates to HubSpot contacts.

4. Searching for Existing Contacts in HubSpot

With the Google Sheets webhook set up, the next step is to configure Pabbly Connect to search for existing contacts in HubSpot. After receiving the Google Forms response, select HubSpot as the action application and choose the ‘Search Contact’ action.

Map the email address from the Google Forms response to the search criteria in HubSpot. This ensures that Pabbly Connect checks for existing contacts based on the email address, which is unique for each contact. If a match is found, the workflow can proceed to update the existing contact.

5. Creating or Updating HubSpot Contacts

Finally, after the search action, you’ll set up a router in Pabbly Connect to handle the two possible outcomes: if the contact exists or if it does not. If a contact is found, configure Pabbly Connect to update the existing contact with the new information from Google Forms.

If no contact is found, set up an action to create a new contact in HubSpot using the details from the Google Form submission. This dual-action capability of Pabbly Connect streamlines your workflow, ensuring that all responses are accurately reflected in your HubSpot CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of updating HubSpot contacts from new Google Forms responses. By setting up a webhook and configuring the necessary actions, you can easily manage your contact database without manual input. This integration not only saves time but also enhances accuracy in your CRM management.