Google Forms + Freshworks CRM Integration
Create Contacts/ Accounts/ Deals/ Tasks in Freshworks 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.
It is available in the Google workspace Marketplace.
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)
Create contacts on Form Submit
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.
Mention your API key.
Mention your domain name.
Click on Connect to Freshworks to connect with Freshworks.
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.
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.
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.