Are you manually creating contacts in HubSpot based on information collected from Google Forms? Manual entry can be time-consuming, prone to errors, and a hassle when you're busy. Here, we introduce a method to automatically add information collected from Google Forms to HubSpot contacts! You can easily integrate Google Forms with HubSpot without any coding, so give it a try!
Recommended for
Those considering improving work efficiency with Google Forms and HubSpot.
Those creating contacts in HubSpot based on responses submitted via Google Forms.
Those who want to integrate Google Forms with HubSpot to prevent missing contact creations.
For those who want to try it immediately
This article introduces how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start right away using the template below, so please give it a try!
Create a HubSpot contact based on information from a Google Form
How to Create a Google Form and HubSpot Integration Flow
Now, let's introduce the steps to create a "Flow Bot" that "creates a HubSpot contact based on Google Form information".
Instead of creating a Flow Bot from scratch, we will use a pre-configured template. Yoom offers templates that connect various apps, allowing you to create the desired Flow Bot without any coding!
First, let's connect Google Workspace and HubSpot with Yoom. This is called "My App Integration".
My App Integration
Select "My Apps" from the menu on the left side of the Yoom management screen! ↓ Click on "Create New" at the top right! Enter "Google Form" in the search box, and when the Google Form icon appears, click on it. On the page titled "Select Account", click on the Google account to connect with Yoom! Next, you'll be directed to the "Log in to Yoom" page, so click "Next".
Finally, if a page appears saying "Yoom is requesting additional access to your Google account", just click "Continue" and you're all set!
The integration between Google Form and Yoom is complete, so let's proceed to connect HubSpot with Yoom.
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Just like with Google Form, search for "HubSpot" from My Apps. When the HubSpot icon appears, click on it!
You'll be directed to a page saying "Connecting Yoom to HubSpot", so select your account.
Next, check the box if you agree with the privacy policy, and click "Connect App" to proceed! Let's continue with the Flow Bot settings.
Next, open the banner below and copy the template!
Create a HubSpot contact based on information from a Google Form
1. Hover over the banner and press "View Details" 2. Press "Try this template" on the page you navigated to 3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.
Google Form Trigger Settings
From the left side of the screen, click on "Create a HubSpot contact based on Google Form information [Copy]" under My Projects! Press Edit in the right corner.
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Press "When a response is submitted to the form" on the Google Form icon. Since the necessary items are pre-entered by using the template, just click Next!
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Next, create the Google Form you will actually use. After creating the form, enter the trigger activation interval and form ID, and test submit the response. After submitting the response, press Test at the bottom of the screen and confirm that "Test Successful" is displayed in blue! ※ The trigger activation interval can be selected at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest activation interval varies depending on the plan, but a shorter setting is generally recommended.
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Next, set the Output.
Click "Add value to retrieve" in the image above! This will bring up a screen like the one below.
A lot of strings will be displayed, but this depends on the content you answered in the Google Form earlier. Click on the content you want to register in HubSpot and add it as Output. You can add Output by clicking the blue + mark next to where it says value.
The clicked value will be added to the left side of the screen, so change it to a name linked to the response if necessary.
When you hover over the Output you want to change, a pen mark will appear, so click it. The screen will look like the one above. It's okay if it matches the item name equal to the value obtained in the test! ※ Detailed setting methods can also be confirmed here.
Once you have finished obtaining the Output, don't forget to press Save. Continue to the HubSpot settings.
HubSpot Settings
Press "Create Contact" on the HubSpot icon. As before, since the necessary items are pre-entered by using the template, you can just click Next. Templates are very convenient, aren't they…!
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On the next page, enter the previously registered Output into each item.
The input method is simple. Click inside the box to bring up a screen like the one above and click the red frame! Then, the previously registered Output will be displayed in a list.
Just choose the one that matches the item name in the box, and you're good to go.
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Once you have filled in the necessary items, press Test. If "Test Successful" is displayed in blue, the creation of the Flowbot is complete. Thank you for your hard work!
Create a HubSpot contact based on information from a Google Form
Other Automation Examples Using Google Forms and HubSpot
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Google Forms and HubSpot.
If you find something interesting, please give it a try!
Automation Examples Integrating Google Forms and HubSpot
You can add a company to HubSpot after performing a duplicate check when a Google Form is submitted, or update the lead status in HubSpot when a contract agreement is submitted via Google Forms. Additionally, it is possible to integrate the transcription and summarization of recorded business meeting data submitted through Google Forms and register it as a note in HubSpot.
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
This is a flow to transcribe and summarize the recording data of a business meeting after responding to a Google Form, and register it in HubSpot's notes.
■Overview This is a flow to add a company to Hubspot after performing a duplicate check when a Google Form is submitted. By automatically performing duplicate checks, you can reduce effort while maintaining data accuracy.
■Recommended for ・Sales and marketing personnel collecting customer information via Google Forms ・Those who feel burdened by data management after form submission ・Those using Hubspot for customer management but struggling with data duplication or manual entry ・Those who want to maintain data consistency with duplicate check functionality ・System administrators or team leaders aiming to automate workflows for efficiency and error reduction ・Those who want to streamline business processes through automation ・Those considering optimizing business processes by integrating multiple SaaS apps using Yoom ・Those who want to achieve efficient app integration
■Notes ・Please integrate both Google Forms and HubSpot with Yoom. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・Branching is a feature (operation) available in Mini Plan or higher plans. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The workflow 'When contract agreement is submitted via Google Form, update HubSpot lead status' automates the management of contract agreements.
■Recommended for - Sales representatives who collect contract agreement information using Google Forms but find it cumbersome to manually input into HubSpot - Marketing teams looking to streamline contract agreement management and automate lead status updates - Business administrators who want to smoothly integrate data between Google Forms and HubSpot - Managers aiming to improve efficiency and prevent human errors by automating the contract agreement process - Individuals aiming to save time and resources in tasks with many manual steps in contract progress and customer management
■Notes - Link each Google Form and HubSpot with Yoom. - For information on retrieving response content when using Google Forms as a trigger, please refer to the link below. https://intercom.help/yoom/ja/articles/6807133 - You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. - Note that the minimum trigger interval varies depending on the plan.
■Overview Isn't it a time-consuming task to check each inquiry or survey response received via Google Forms and share it with the team every time? Manual copying and sharing can also lead to delays in handling and missed information. By using this workflow, when a new response is submitted to Google Forms, its content is automatically notified to Discord, allowing you to smoothly resolve these issues.
■Recommended for ・People who manually share responses received via Google Forms with their team ・Those who use Discord as a primary communication tool and want to improve the efficiency of information sharing ・Those who want to increase the speed of handling inquiries from forms and improve customer satisfaction
■Notes ・Please connect Yoom with both Google Forms and Discord. ・For how to retrieve response content when using Google Forms as a trigger, please see the following: https://intercom.help/yoom/en/articles/6807133 ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on your plan.
■Overview Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
Create a Web Meeting When a Response is Submitted in Google Forms
Automatically create a meeting in Google Meet or Zoom when a response is submitted in Google Forms. (For Google Meet, a meeting URL is automatically created when an event is added to Google Calendar)
When a response with interview reservation information is submitted to Google Forms, create an appointment in Google Calendar.
■ Overview After receiving files via Google Forms, manually storing them in a specific Google Drive folder and organizing them by file type can be a labor-intensive task. By using this workflow, when a response with files is submitted to Google Forms, it automates the entire process of storing the files in the specified Google Drive folder according to their type, eliminating the complexity of manual file management.
■ Recommended for ・People responsible for managing in Google Drive the files received via Google Forms ・Those who spend time on manual file sorting and face issues such as misplacement ・Those who want to integrate Google Forms with Google Drive to streamline file intake operations
■ Notes ・Please connect Yoom with both Google Forms and Google Drive. ・For how to retrieve response contents when using Google Forms as a trigger, please see the link below. https://intercom.help/yoom/en/articles/6807133 ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・The maximum downloadable file size is 300 MB. Depending on the app specifications, it may be less than 300 MB. ・For details on the file sizes that can be handled by the trigger and each operation, please refer to the link below. https://intercom.help/yoom/en/articles/9413924
■Overview When receiving files with Google Forms, checking each file and manually saving it to Dropbox is time-consuming and may lead to mistakes such as forgetting to save. By using this workflow, when a response is submitted to Google Forms, the attached file is automatically uploaded to a specified folder in Dropbox, eliminating such manual tasks and improving the accuracy and speed of file management.
■Recommended for ・Those who manually manage files received via Google Forms ・Those who want to prevent missed saves and errors caused by manual work ・Those who want to automate and streamline routine tasks between Google Forms and Dropbox
■Notes ・Please connect Google Forms, Google Drive, and Dropbox with Yoom. ・For how to retrieve the response contents when using Google Forms as a trigger, please refer to the link below. https://intercom.help/yoom/en/articles/6807133 ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・The maximum downloadable file size is 300 MB. Depending on the app specifications, it may be less than 300 MB. ・For details on the file size limits handled by the trigger and each operation, please refer to the link below. https://intercom.help/yoom/en/articles/9413924
■Overview The workflow 'Add contact to HubSpot and register event in Google Calendar based on form information' automates the information input process. By simply entering information into the form, customer information is added and events are created, improving work efficiency.
■Recommended for ・Those who want to quickly manage customer information obtained via forms ・Those who want to efficiently manage customers using HubSpot and quickly get in touch ・Those who use Google Calendar for schedule management ・Those who want to prevent schedule overlaps and forgotten appointments, and smoothly coordinate schedules ・Those who feel burdened by manual customer information input and schedule registration
■Notes ・Please link Yoom with both HubSpot and Google Calendar.
■Overview The 'Register an event in Google Calendar from HubSpot contact information' workflow allows you to create events with one click. It improves convenience as there is no need to access Google Calendar directly.
■Recommended for ・Those who manage client information using HubSpot ・Sales representatives who want to quickly utilize HubSpot contact information ・Those who manage schedules using Google Calendar ・Those who want to speed up their sales activities ・Those who want to link HubSpot information with Google Calendar to save effort ・Those aiming for automation without spending time on manual data entry or event creation
■Notes ・Please link both HubSpot and Google Calendar with Yoom. ・Please refer to the following for the trigger setting method using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
■Overview This is a workflow to "register a task in an Asana project when a deal is won in HubSpot". You can automatically convert routine tasks according to the progress of the deal, eliminating the need to request or instruct tasks each time. This reduces the effort of transcription and allows for smooth follow-up.
■Recommended for ・Those who manage deal progress in HubSpot ・Those who want to quickly proceed with follow-up after winning a deal ・Companies using Asana for business ・Those aiming to establish standardized business processes ・Those who feel challenges in information sharing and task understanding within the team
■Notes ・Please integrate Yoom with both HubSpot and Asana. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The "Add to Google Spreadsheet when a new company is created in HubSpot" workflow reduces the burden of data entry tasks. Since the company information on HubSpot is automatically transferred, it prevents addition omissions and input errors.
■Recommended for ・Those who use HubSpot for customer management and sales activities ・Those who want to quickly share new company information and prompt sales actions ・Those who want to save the trouble of manual data entry ・Those who manage data using Google Spreadsheet ・Those who use Google Spreadsheet regularly and want to quickly reflect the latest company information ・Sales managers who want to share customer information with their team and facilitate smooth communication
■Notes ・Please integrate Yoom with both HubSpot and Google Spreadsheet. ・You can select the trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Benefits of Integrating Google Forms with HubSpot & Drawbacks of Not Doing So
Benefits of Integration
1. Automatically Register Customer Information Submitted to Google Forms in HubSpot
By enabling automatic registration of customer information submitted through Google Forms into HubSpot, you can save the effort of manual entry and prevent omissions or errors! For instance, if there is a large amount of customer information that needs to be registered, it can take a considerable amount of time. However, by automating the registration, you can save time and quickly approach new customers.
2. Automatically Share Customer Information
With the ability to automatically share customer information submitted through Google Forms, you might speed up the process of assigning new customer representatives or forming teams! Speed is crucial in sales. To ensure you don't miss the opportunity to make an impression, this is an automation you should definitely consider implementing.
Drawbacks of Not Integrating
Some people might save customer information received in Google Forms to another tool and then register it in HubSpot after reviewing it. This might reduce errors, but it's a waste of time. Since sales marketing requires a focus on speed, minimizing time lags is essential. With manual entry, there might be lags in information sharing within the team, so integrating Google Forms with HubSpot to automate registration is a good idea.
Conclusion
HubSpot, which helps streamline daily tasks, can automate new customer registrations by integrating with Google Forms, potentially increasing efficiency even more. By automating the surprisingly tedious data entry tasks, you can save time. With Yoom, you can easily automate tasks without coding, so be sure to give it a try!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
