Automate with Google Forms for Your Business

What is Google Forms?

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.

How Google Forms is used in Business?

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"

How to use Form Director for HR Processes - Recruitment, Onboarding, Training

Google Forms can be used by a team for various HR processing purposes. Let us see what all ways can a team use Google Forms efficiently.

Automate Online Job Application:

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.

How Form Director can be used here:

  • Here you can automate the process using Form Director.

  • Create and add a template and map it with the form fields.

  • Once the candidate submits the form the data will be saved in the document template.

  • Email templates can be configured as per the requirement so that the candidates receive an email along with the document template once the form is submitted.

Onboard Staff:

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 HR team?

  • A Google Slide template is created and mapped with the form fields.

  • Once the form is submitted an employee card will be created in Google Slide and send to the employee via email.

Apps Used:

How Form Director can be used by the Infrastructure team?

  • A welcome email template is created and mapped with form fields.

  • Also, a Google Chat service is added and mapped with form fields.

  • Once the form is submitted a welcome email will be sent to the employee via email. Also, he/ she will be added to a group in Google Chat.

How Form Director can be used by the Finance team?

  • A Google Sheet template is created and mapped with the form fields.

  • Once the form is submitted all the details from the form submission will be saved in the configured spreadsheet.

Apps Used:

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.

How Form Director can be used here?

  • A Google Form is created and configured with Trello.

  • Once the form is submitted a Trello card will be created in the Admin/Facilty Trello board with the checklist of whatever things are needed for the new employee

  • An email can be sent to the admin group email id about the assignment of new task list


Apps Used:

How business can use Form Director to aquire Prospects and manage Customers

Google Forms can be used by a team for various purposes. Let us see how all ways customers can use Form Director for their automation.

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Salesforce app using Form Director.

  • The form fields need to be mapped with the app fields.

  • An Email template is configured to send a personalized email to the customer along with the form submission details.

  • Also, a Lead needs to be generated in Salesforce CRM once the form is submitted.

Apps used:

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Email app using Form Director.

  • The form fields need to be mapped with the app fields.

  • An Email template is configured to send a personalized email to the customer along with the form submission details.

  • Also, an email template is configured to send a notification message to the support team of your company about the new application.

  • Also, a ticket needs to be created in Zendesk.

Apps used:

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.

How Form Director can be used here:

  • Here you can automate the process using Form Director.

  • A Google Form is created & configured with the Google Calendar app using Form Director.

  • Create an Event invitation.

  • You can submit the form along with the event invitation and guest emails.

  • Once the form is submitted a calendar event will be created in the guest's calendar.

  • Also, the email template needs to be configured in such a way that an email needs to be sent to the guests once the calendar event is created.

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Quickbooks app using Form Director.

  • The form fields need to be mapped with the Quickbooks fields.

  • An Email template is configured to send a personalized email to the user along with the generated proposal.

  • Also, an email template is configured to send a notification message to you once a proposal is generated.

Apps used:

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Quickbooks app using Form Director.

  • The form fields needs to be mapped with the Quickbooks fields.

  • An Email template is configured to send a personalized email to the user along with the generated invoice.

  • Also, an email template is configured to send a notification message to you once an invoice is generated.

Apps used:

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Google Docs app using Form Director.

  • A Google Document template for the feature request is added and mapped with the form fields.

  • An Email template is configured to send a personalized email to the user along with the generated document.

  • Also, an email template is configured to send a notification message to the support team.

  • In addition to this, a ticket will be created in Freshdesk/ Zohodesk.

How business can use Form Director to manage partners

Business use Form Director to automate partner registration, onboarding process. Let us see how all ways business can use Form Director for their automation.

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Email app using Form Director.

  • The form fields need to be mapped with the app fields.

  • An Email template is configured to send a personalized email to the partner company along with the form submission details.

  • Also, an email template needs to be configured to send a notification message to the support team of your company.

  • Also, a ticket needs to be created in Zendesk.

Apps used:

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.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Email app using Form Director.

  • The form fields need to be mapped with the app fields.

  • An Email template is configured to send a personalized email to the partner company along with the form submission details.

  • Also, an email template is configured to send a notification message to the support team of your company about the new application.

Apps used:

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.

How Form Director is used here:

  • This process needs to be automated using Form Director.

  • The Google Form needs to be configured with the email app using Form Director.

  • The form fields need to be mapped with the email app fields.

  • The Email template needs to be configured in such a way that an email should be sent to the partner along with the form submission details.

  • In addition to this, the email template should be configured in such a way that a ticket should be created in Zendesk.

Apps used: