Freshsales CRM

Google Forms + Freshsales CRM Integration

Create Contacts/ Accounts/ Deals/ Tasks in Freshsales CRM on Google Form Submission

What is Form Director?

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

Please check installation instructions to install the add-on.

What is Freshsales CRM?

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.

Google Forms to Freshsales CRM: Use Case(s)

> "Create records" in Freshsales CRM on Google Form Submission.

> "Update records" in Freshsales CRM on Google Form Submission.

Google Forms

Create records on Form Submit

Form Director

Freshsales CRM

Choose Services

Configuring Freshsales CRM

How to get API key and domain name?

Domain Name

Service 1: Create Record

Mapping




Notification

Email Template

Attachment


Finish setting up

You are all set to create contacts  on your Google Form submission.

Your contacts will be created.

Submit the Form

See the Contacts created in Freshsales CRM

Service 2: Update Record

Mapping






Notification

Email Template

Attachment


Finish setting up

You are all set to create Items on your Google Form submission.

Submit the Form

Original Contact details

See the records updated in Freshsales CRM