Webforms through Google

What are Google Forms?

You can use Google Forms to create customized forms that can be used to collect data, such as contact information from interested prospects visiting your website. Once the user views your form and submits with their data, it is stored inside of a spreadsheet in Google Drive.

How does the CRM connect to Google Forms?

The CRM allows you to configure a Google Form to create a sales lead in the Leads App. When creating your Google Form, you will enter a special script we provide, which will connect this form to your account. 

How do I create a Google Form that generates sales leads?

1. In Google main page, Select “Drive” from the above list.
2. Go to the Drive page, and select Create a “Form” option.

1. A Form would emerge, with fields like “Untitled form”, “question title” and “question type”. Provide Title in the “untitled form” field.
2. The CRM requires the following fields to be provided in the form as per the order shown below:
   1. First name
   2. Last name
   3. E-mail
   4. Telephone number
   5. Easy way to contact (Allowed values: Email, Telephone)In Google form, on the “Question Title” fill the above mentioned fields as per the order hierarchy.
   6. Click on “Choose response destination” at the toolbar.
   
   1. You can view the pop up as shown in the image below:

   

3. Now click on “View responses” to view the created spreadsheet.
4. You can view the spreadsheet.
5. Click on “Tools” from the menu bar and select “Script Editor”.
6. Log into your CRM and go to Leads App settings and select Google Forms Integration and Copy the script and paste it in the “Script editor”.
7. How to get the Leads App API script?
   1.  Login to your account, navigate to Leads App
   2.  Click on settings and select “Google Forms Integration” from the left side bar
   3.  Click on select all or copy the complete script
   
   1. Navigate back to Google forms script manager, and paste in the copied code from the CRM.

   

8. Click on “Resources” and select “Current project’s triggers” on the tool bar.
   
   
9. A pop-up will appear configure it.
10. In the first dropdown select the method, which is “onSubmit” in this case. In the second dropdown select “From spreadsheet” option and in the third dropdown select “On form submit”.
11. Click on “Save” button to save the current triggers.
12. Choose the lead form, click on “Tools” from the toolbar and select “Script Editor”.
    
    
13. Copy and paste the script in script editor from leads app.
14. Click on “Resources” and select “Current project’s triggers” on the tool bar.
15. Click on “Authorize” button and proceed saving the triggers.

    

16. Now click on “View Live form” from leads form.

    

17. Once submit is clicked, it shows your respond has been recorded.

How do I view leads created by Google forms?

1. Once users clicked on submit button, a lead will be collected into the CRM's leads app
2. Log into leads app, click on “New” under “leads by status” at left sidebar.
3. Click on that lead name to view complete details