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When a Google Form response is submitted, the AI worker evaluates engagement, registers the lead information, and sends a follow-up email

When a Google Form response is submitted, the AI worker evaluates engagement, registers the lead information, and sends a follow-up email

Launch this workflow to connect Gmail & Google Forms & HubSpot & Slack !
■Overview
After a trade show or seminar, do you find it time-consuming to review a large number of survey responses collected through Google Forms one by one, register lead information, and send personalized emails?
Accurately assessing lead interest and prioritizing follow-up based on free-form responses can take a significant amount of time. With this workflow, an AI worker analyzes each response as soon as it is submitted through Google Forms, then automatically determines the lead rank, registers the lead in your CRM, sends a follow-up email, and delivers a notification.
This enables you to reach hot leads quickly and avoid missing valuable sales opportunities.

■Who Should Use This Template
  • Marketing or sales professionals who struggle with manually entering survey results into a CRM such as HubSpot
  • Anyone who wants to save time by eliminating the need to read and score free-form responses while objectively evaluating lead interest
  • Anyone who wants to start personalized follow-up with high-potential hot leads immediately after a trade show or seminar and improve conversion rates

■Benefits of Using This Template
  • Because the AI worker automatically evaluates the level of interest in survey responses, you can reduce the time spent on manual scoring and focus on high-priority leads.
  • Automating everything from lead registration and email sending to notifications based on Google Forms responses helps reduce the risk of human errors, such as data entry mistakes and missed follow-ups.

■Flowbot Steps
  1. First, connect Google Forms, HubSpot, Gmail, and Slack to Yoom
  2. Set the Google Forms “When a response is submitted” action as the trigger
  3. Next, create a skill for the AI worker to analyze responses, determine lead ranks, and generate insights. Then set HubSpot’s “Create or update a contact,” Gmail’s “Send an email,” and Slack’s “Send a message to a channel” actions as the tools to use
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts

■Customization Options
  • Adjust the AI worker’s instructions (prompt) to determine lead ranks and generate insights based on your company’s criteria.
  • Freely map the fields to update in HubSpot based on the questions in your Google Form.
  • You can also customize the workflow to have AI dynamically generate the email content sent through Gmail based on the lead rank, such as hot or warm.

■Notes
  • Connect Google Forms, HubSpot, Gmail, and Slack to Yoom. You must also connect the apps used within the AI worker through My Apps.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Please note that the shortest available trigger interval varies by plan.
  • For information on how to retrieve response details when using Google Forms as a trigger, see How to Retrieve Response Details with the Google Forms Trigger.
  • For basic AI worker setup instructions, see [AI Worker] How to Configure the Basic Settings.
  • The number of concurrent AI worker executions, the number of AI workers you can create, and the AI models available to you vary depending on your plan.
  • The apps and operations available within an AI worker are subject to the same usage limits as Flowbots.
  • Please note that AI workers consume tasks during test runs just as they do during production runs. For details, see [AI Worker] How Task Execution Counts Are Calculated.
  • AI workers are more likely to execute the appropriate processes when their skills are configured in detail. For details, see [AI Worker] How to Create Skills (Formerly Manuals).
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About the Apps
Gmail
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Gmail

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Google Forms
Templates using
Google Forms

When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.

This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.

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HubSpot
Templates using
HubSpot

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This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.

Automatically create onboarding tasks in ClickUp when a HubSpot deal stage is updated. Reduce manual data entry and missed tasks to keep your team moving smoothly.
Slack
Templates using
Slack

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see details
Templates

When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.

This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.

When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see details
Templates

The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.

This Yoom flow creates a Google Meet link and notifies Slack when a HubSpot deal progresses to an opportunity. Automate meeting URL creation and sharing with the assigned owner to reduce manual work, prevent missed steps, and stay focused on preparing for the deal.

Automatically create onboarding tasks in ClickUp when a HubSpot deal stage is updated. Reduce manual data entry and missed tasks to keep your team moving smoothly.
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
    When a Form Response Is Submitted
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Get Response List
    Retrieve a Specific Response
    Get Response List (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a New Form
    Update Form Visibility Settings
    Add a Short/paragraph Question (Title and Description)
    Add a Choice Question (Radio, Checkbox, or Dropdown)
    Add a Grid Question (Multiple-choice Grid / Checkbox Grid)
    Add a Question Title and Description (Date/Time)
    Add a Question Title and Description (Linear Scale)
    Add a Question Title and Description (Image + Text)
    Add a Question Title and Description (Image + Choice)
    Add a Question Title and Description (Choices with Images)
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a Form Response Is Submitted
Flowbot operations
    Get Response List
    Retrieve a Specific Response
    Get Response List (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a New Form
    Update Form Visibility Settings
    Add a Short/paragraph Question (Title and Description)
    Add a Choice Question (Radio, Checkbox, or Dropdown)
    Add a Grid Question (Multiple-choice Grid / Checkbox Grid)
    Add a Question Title and Description (Date/Time)
    Add a Question Title and Description (Linear Scale)
    Add a Question Title and Description (Image + Text)
    Add a Question Title and Description (Image + Choice)
    Add a Question Title and Description (Choices with Images)
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Get Latest Contact IDs
    Get Latest Company IDs
    Get Latest Deal IDs
    Submit Data to Form
    Create Form
    Get Tax Rate List
    Get Object Associations
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (and Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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