Freshworks CRM

Google Forms to Freshworks CRM: Create contacts on Google Form Submission

What is Form Director?

Form Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. Please check installation instructions to install the add-on.

What is Freshworks CRM?

The Freshworks CRM acts as a single source of truth for your business and provides a 360° view of your customer, by capturing and combining customer experiences in one place.

Google Forms to Freshworks CRM: Use Case(s)

Google Forms

Create contacts on Form Submit

Form Director

Freshworks CRM

How to Setup Freshworks CRM

  • Name your service.

  • Choose Freshworks CRM from the list of Applications.

  • Choose Create Contacts under services.

Configuring Freshworks CRM

  • Mention the required Key.

  • Mention the Domain name.

  • After mentioning the key and domain name, Click Connect to Freshworks.

How to get API key and domain name?

  • Login to Freshworks.

  • 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 Freshworks to connect with Freshworks.

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.

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.

Sample Output