An automated workflow using integromat
Connects Google Forms + BoondManager
Create opportunities in BoondManager from new Google Forms responses
About this workflow template
This automation scenario allows you to connect Google Forms and BoondManager
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 BoondManager can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Google Forms
Watch Responses in Google Sheets in Google Forms
Watches for new responses in the Google Sheets table.
Then this action happens in BoondManager
Create an Opportunity in BoondManager
Creates a new opportunity.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create opportunities in BoondManager from new Google Forms responses.
Part I
Configure Applications
First, we need to connect Google Forms and BoondManager 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 BoondManager to Make.com.
Give Make.com access to your BoondManager account, using BoondManager credentials.
Part II
Build an integration workflow
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 BoondManager
Choose this action: Create an Opportunity (Creates a new opportunity.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Forms and BoondManager.
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 opportunities in BoondManager from new Google Forms responses!
Related Automation Templates
Supported triggers and actions
New form response
Triggers when a new form response is received.
triggerbyzapieriftttNew response in spreadsheet
Triggered when a new response row is added to the bottom of a spreadsheet.
triggerbyzapierautomateiopabbly-connectNew or updated form response
Triggers when a form response is added or modified.
triggerbyzapieriftttWatch responses in google sheets
Watches for new responses in the Google Sheets table.
triggerbyintegromatNew or updated response in spreadsheet
Triggered when a new response row is added or modified in a spreadsheet.
triggerbyzapierNew responses worksheet headers
Triggers when a new header is added to a worksheet in a responses spreadsheet.
triggerbyzapier
Create a contact
Creates a contact linked to a company
actionbyzapierintegromatCreate a candidate
Creates a Candidate
actionbyzapierintegromatCreate a company
Creates a Company
actionbyzapierintegromatCreate an opportunity
Creates an opportunity
actionbyzapierintegromatCreate an action (candidate)
Creates an action on a candidate.
actionbyzapierCreate an action (contact)
Creates an action on a contact
actionbyzapier
Apps you need
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.
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.
