Google Forms Integration with Revamp CRM
With Google Forms ‘s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records as are added through Google Forms. Keep your team informed, collaborate better and run workflows
Google Forms Integration Details
One of the easiest ways to gather leads on your website is through a simple form like Google Forms. After you’ve set it up, this integration will turn those responses into Revamp CRM contacts automatically.
How Google Forms Integration works, when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Google Forms’
- You can optionally create a dynamic segment for all contacts with ‘Google Forms’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
How Google Forms Integration works, when a new form is created
You can configure Zapier to:
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- Google Forms account
- Revamp CRM account
About Google Forms
- Google Forms is a survey administration app that is included in the Google Drive office suite along with Google Docs, Google Sheets, and Google Slides. Forms features all of the collaboration and sharing features found in Docs, Sheets, and Slides
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.