Google Forms + HubSpotSOLVE
Jan 18, 2019 7:55 PM
My reps collect data in Google Forms in the pre sales process. Does anyone have any ideas about how to save this down into the deal?
Should I make properties to store the answers in, save down a PDF of the responses?
Anyone else use Automate.io for this? Is there a better way to collect info?
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Jan 19, 2019 10:44 AM
Not clear on why a Google Form is being used instead of just using a HubSpot form?
As long as they're constructed properly (i.e., cookie tracking turned off), HubSpot forms work well for internal use too.
Then, of course, there's Zapier! 🙂
All of that being said, seems like an awful lot of extra work when HubSpot CRM data-entry training is readily available and totally free. Just a thought.
Author, the Perfect HubSpot Series
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Jan 19, 2019 7:07 PM
I agree with @MFrankJohnson – if you create HubSpot Forms, instead of Google Forms, life will be much easier.
If you need to do complex operations (e.g. calculations, manipulating data, etc.) then you can create custom code to push data into HubSpot via the HubSpot API.