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Workflow recommendation - submit, sheets, calendly, and hubspot


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Greetings,

I’ve got a basic survey created that:

  • Send results to Google sheets
  • Sheets uses Document Studio to generate a report and email it via slides

I’d like to integrate the contact information into Hubspot, provide an opportunity to schedule a review session via calendly, and then provide a wrap-up page stating “next steps”.

Suggestions on structure/workflow?

TYIA

Rich

Best answer by john.desborough

@RHG - well done on the Doc Studio bit!! nice to see someone else using it in here.. 

 

you can Connect your typeform to Hubspot and have the data pushed there straightaway at the same time as your data goes to the google sheet.. 

couple of scenarios: 

  • you could send an email from hubspot to the user with a link to another typeform for the review scheduling question and then to the wrap up page from that form
  • you could redirect on completion of the first form directly to a second form with the calendly scheduling question while the data is pushed to google sheets and Hubspot… 

you have a number of choices on the interaction… just need to see which one works best for you…

 

des

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john.desborough
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  • July 28, 2022

@RHG - well done on the Doc Studio bit!! nice to see someone else using it in here.. 

 

you can Connect your typeform to Hubspot and have the data pushed there straightaway at the same time as your data goes to the google sheet.. 

couple of scenarios: 

  • you could send an email from hubspot to the user with a link to another typeform for the review scheduling question and then to the wrap up page from that form
  • you could redirect on completion of the first form directly to a second form with the calendly scheduling question while the data is pushed to google sheets and Hubspot… 

you have a number of choices on the interaction… just need to see which one works best for you…

 

des


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  • July 28, 2022

Hi @john.desborough - almost done.

I’d like to do your option 2 above. I.e. submit to start the results path and then open a second form that “thanks” them and gives the option to send to calendly to select a meeting. If they don’t and select “Finish”, it’ll redirect to my webpage.

  • Do I use a redirect ending on the 1st form to the 2nd? 
    • I tried the URL for the 2nd form in the ending button of the 1st. Didn’t like it.

I’ll send you a link once completed. Looking well. Thanks!

Rich