This automation scenario allows you to connect Google Forms and Streak
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Streak 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 Streak
Creates a new box inside a selected pipeline.
This guide contains information on how to set up an automatic workflow that allows to Create Streak boxes from new Google Forms responses.
Part I
First, we need to connect Google Forms and Streak 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 Streak to Make.com.
Give Make.com access to your Streak account, using Streak 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 Streak
Choose this action: Create a Box (Creates a new box inside a selected pipeline.).
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 Streak.
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 Create Streak boxes from new Google Forms responses!
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.
Create a new box.
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
Edit fields, stage, assigned to, name and notes on an existing box.
Creates a new box inside a selected pipeline.
Retrieves details for a selected box.
Create a comment on a box.
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.
Streak is a flexible and comprehensive CRM and process management system that integrates directly into your Gmail inbox. Easily manage deals, collaborations and tasks all in one place, with additional features like email tracking to boost your productivity.
Streak 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.