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.Â
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
Choose Freshsales CRM from the list of apps.
Name your service.
Choose the available services
Create Record
Update Record
Configuring Freshsales CRM
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.
Domain Name
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.
Service 1: Create Record
Select Create Record.
Mapping
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
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
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 Form
Submit the Google Form.
See the Contacts created in Freshsales CRM
Service 2: Update Record
Mention the service name.
Select the application as "Freshsales CRM".
Select the service as "Update Records".
Authenticate with Freshsales CRM.
Select the required entity.
Mapping
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
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
Save service
You are all set to create Items on your Google Form submission.
Submit the Form
Submit data in the Google Form.
Original Contact details
See the records updated in Freshsales CRM
