Automate with Google Forms for Your Business

Google Forms is a tool that lets you build custom forms which are then hosted on a Google URL page. This is an easy and effective way to collect information of any kind without putting the form itself on your website.

Business owners often use forms to gather data about Teams, Prospects, Customers, Clients & Partners. This is very much helpful for owners as Google forms are almost fully automated. The submitted responses are stored directly in a Google Spreadsheet.

"Simple, Fast & Intuitive"

Consider you are hiring employees for your new company. The candidates need to submit a registration form to apply for the post. Once the candidate submits the form he/ she should receive an automated email that his registration form is successfully submitted. And the interview panel to be notified with the generated resume of the candidate. This process can be automated using Google Forms.

Once an employee is hired and joins the company, a number of processes can be automated to make the onboarding to be smooth.

• The HR team should check all his details and provide him with an employee card.

• The HR team should send a welcome email to the newly hired employee and add him to a group in Google Chat.

• The Finance team should collect all his information about his account & bank details for maintaining his/her records and processing stipend/ salary.

• 
  

All these processes can be automated using Google Forms and Form Director

How Form Director can be used by the Admin/Facility team?

Once the employee is hired, the Admin/ Facility team should be assigned with list of tasks to arrange all logistics. The management team should prepare a separate list for the newly joined employee with a laptop/desktop, seating, phone, id card, access cards, library access etc and assign to Admin/ Facility team. Then the admin team will fulfil the tasks assigned and track till completion.

This process can be automated using Google Forms.

Lead Generation:

Consider you need to create leads from your customer's data. You need to collect the information from the customer about their personal data i.e, email, contact number, industry, etc. Here you can use Google Form to collect the information.

Once the customer submits the form

• An email needs to be sent to the customers with all the form submission details.

• A lead needs to be generated in a CRM application.

Onboard Customers:

Consider you are inviting customers to sell your products to the market. Once a company/ customer is interested in selling your product, you need to get the information about the company/ customer first regarding their personal information, what they are doing, etc. Once the company/ customer submits the form with the required information and signs the agreement he/ she can be onboarded as your customer. Here Google Forms is used for collecting information from the customer.

Book Appointment:

Consider you are handling the support team of your company. One of your customers needs to discuss about your product and give some ideas about your product and its functionalities. So you need to book an appointment with the customer and discuss his ideas. You can use Google Forms for this.

Once you submit a form

• A calendar event should be created in the customer's calendar.

• The customer should receive a notification email about the event.

Prepare and Send Proposal/ Estimates:

Consider one of your customers is offering a project to you. The customer is asking for a proposal/ estimate budget for the project. So for that customer, you need to prepare a proposal estimate and send it to him. Once he approves the estimate you can start working on the project. Here you can use Google Forms to prepare estimates.

Once the Google Form is submitted

• A Proposal/ Estimate needs to be generated with all the details of the form submission.

• Also, a notification email needs to be sent to the customer along with the generated proposal.

Generate Invoices:

Consider you are selling some products. One of your customers is requesting you to generate and sent an invoice for the product he needs to purchase. So, for that customer, you need to generate an invoice and sent it to him. By using the invoice details the payment can be done by the customer. Here you can use Google Forms to get invoice details.

Once the Google Form is submitted

• An invoice needs to be generated with all the details of the form submission.

• Also, a notification email needs to be sent to the customer along with the generated invoice.

Service/ Support/ Feature Requests:

Consider you are having a product in Google Workspace and is used by many users. One of your users faces an issue while using your product and he needs help from your developers. Also, he needs a new feature to be implemented in your product. In this case, Google Forms can be very helpful.

Once the user submits the form

• The user should receive an email with a document and all the form submission details.

• The support team of your company should also receive an email with all the form submission details.

• Also, a ticket should be created in Freshdesk/ Zohodesk.

Partner Registration:

Consider your company is hiring partners for selling its product to the world market. The interested company needs to register for becoming a partner with your company. To register, the company needs to submit a partner registration form.

Once the interested company submits the form,

• The partner company should receive an email with all the form submission details.

• Also, the support team of your company should receive an email with all the form submission details.

• Also, a ticket should be created in Zendesk.

Partner Onboarding:

Once a company signs a partnership agreement with your company it becomes your partner. You can ask your partner for their information that includes the partner logo, company, company brochure, service agreement, their company banner, etc. The partner company can submit a partner onboarding form with all the above details.

Once the partner company submits the form

• The partner company should receive an email with all the form submission details.

• Also, the support team of your company should receive an email with all the form submission details.

• Also, a ticket should be created in Zendesk.

Partner Order Registration:

Once the partnership agreement is signed the partner can order products from your company. Here, you can use Google Forms to collect information from the partners about the product they need, the number of licenses, and any other services they required. The partner needs to submit a partner order form to purchase products at a discounted price.

Once the partner submits the form,

• The partner should receive an email with all the form submission details.

• Your support team should receive an email with all the form submission details.

• Also, a ticket should be created in Zendesk.