I am making a google survey (google form) for internal sales team to fill on each potential client, so we can organise all information before every first meeting.
We are using HubSpot as a CRM.
I want to add to to each deal on HubSpot, all the answers filled in the form about the specific client.
is there a way to do this automatically?
+6
Hi there
Welcome to the Community! 🎉
I wouldn’t anticipate this being a problem!
Based on what you've described, here's how I suggest setting up the Zap:
How does that sound? You can also check out some other suggested workflows for Google Forms and HubSpot on our website at: https://zapier.com/apps/google-forms/integrations/hubspot
Additionally, if you're not sure whether it's possible to create a Zap for a certain task, you might find this guide helpful:
Hopefully, this helps! 😊
Thank you @ken.a.
Unfortunately, I’m not looking into creating a new deal but to update an existing one with answers from the forms - either on Notes or other way of the deal\company.
+6
Hi
If that’s the case, the “Update Deal” would be perfect for your workflow. Have you tried testing this on your end? If not, I suggest doing so to help you get familiarized with Zapier.
This document is a nice introduction to building your first Zap:
https://zapier.com/help/create/basics/create-zaps
We also have a number of great resources meant to help you get started, including our:
We also have quite a few example Zaps to give you an idea of what Zapier can do (and inspire some of your Zaps!): https://zapier.com/learn/automate-apps-examples
I hope this points you to the right direction!
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