This automation scenario allows you to connect Google Forms and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Forms and Pipedrive can also be integrated using automation tools other than integromat:
When this trigger fires in Google Forms
Watches for new responses in the Google Sheets table.
Then this action happens in Pipedrive
Creates a deal.
This guide contains information on how to set up an automatic workflow that allows to Add new Google Forms responses to Pipedrive as deals.
Part I
First, we need to connect Google Forms and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Forms to Make.com.
Give Make.com access to your Google Forms account, using Google Forms credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Google Forms
Choose the following trigger: Watch Responses in Google Sheets (Watches for new responses in the Google Sheets table.).
Then set up an Action for Pipedrive
Choose this action: Create a Deal (Creates a deal.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Forms and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Google Forms responses to Pipedrive as deals!
Triggers when a new form response is received.
Triggered when a new response row is added to the bottom of a spreadsheet.
Triggers when a form response is added or modified.
Watches for new responses in the Google Sheets table.
Triggered when a new response row is added or modified in a spreadsheet.
Triggers when a new header is added to a worksheet in a responses spreadsheet.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
Google Forms is a user-friendly tool for gathering data and conducting surveys online. It offers customizable forms, real-time collaboration, and seamless integration with Google Sheets. Create, share, and analyze responses effortlessly.
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.