Google Forms + Freshsales CRM Integration
Create Contacts/ Accounts/ Deals/ Tasks in Freshsales CRM on Google Form Submission
You can integrate Google Forms with Freshsales CRM using Form Director. Form Director enables you to connect Google Forms with Freshsales CRM, allowing you to create Contacts/ Accounts/ Deals/ Tasks based on form responses.Â
When a user submits a Google Form, the responses are automatically sent to Freshsales CRM, where Contacts/ Accounts/ Deals/ Tasks are created accordingly.
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.Â
Please check installation instructions to install the add-on.
Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers.
Choose Freshsales CRM from the list of apps.
Name your service.
Choose the available services
Create Record
Update Record
Mention the required Key.
Mention the Domain name.
After mentioning the key and domain name, Click Connect to Freshsales CRM.
How to get API key and domain name?
Login to Freshsales.
Click on the profile icon.
Click on settings.
In settings click on API settings.
Your API key will be visible. You can copy it and use it during Form Director configuration.
The domain name can be obtained from the website URL.
The format will be https://{{Domain Name}}.myfreshworks.com/crm/sales/
Mention your API key.
Mention your domain name.
Click on Connect to Freshsales to connect with Freshsales.
Select Create Record.
Mapping of form fields to that of app fields is to be done in order to create contact with your form data.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Send your own customized emails on form submission to your audience.
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Save your service.
You are all set to create contacts on your Google Form submission.
Submit Google Form
Your contacts will be created.
Submit the Google Form.
Mention the service name.
Select the application as "Freshsales CRM".
Select the service as "Update Records".
Authenticate with Freshsales CRM.
Select the required entity.
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of app fields is to be done in order to create items on form submission.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.Â
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Send your own customized emails on form submission to your audience.
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Save service
You are all set to create Items on your Google Form submission.
Submit data in the Google Form.