How to Get Leads from a Google Form to 365 Lead Management CRM
Step: 1 Web setting
Go to Store “Web Setting" and Click On “Google Form Setting” then Click On "Generate"
Web Setting >> Google Form Setting >> Generate API Key
Step: 2 Log into your Google Account
Click On “Google Account”
Web Setting >> Google Form Setting >> Google Account
Step: 3 Create Form
Required Fields: -
- Name
- Mobile
Optional Fields: -
- Address
- Company
- Comment
- Label ( should be Dropdown, CheckBox or Multiple choice and Options name must be same as Lead Label Name )
Note : Except the above field, the extra field will add in the comment.
Create New Form or Use Existing Form
Web Setting >> Google Form Setting >> Google Account >> Create New Form or Use Existing Form
Step: 4 Add Script
Click on 3 Dots then Go to Script Editor
Web Setting >> Google Form Setting >> Google Account >> Create New Form or Use Existing Form >> Script Editor
Step: 5 Copy Script From Google Form Setting
Go to Google Form Setting and Copy Script
Web Setting >> Google Form Setting >> Copy Script
Step: 6 Remove Existing Script and Paste New Script into Script Editor
Go to Script Editor and Paste Script
Web Setting >> Google Form Setting >> Google Account >> Create New Form or Use Existing Form >> Script Editor
Step: 7 Create a New Deployment
Click on Deploy and Click on New Deployment
Web Setting >> Google Form Setting >> Google Account >> Create New Form or Use Existing Form >> Script Editor >> New Deployment
Step: 8 Authorize access
Click on Authorize access
Web Setting >> Google Form Setting >> Google Account >> Create New Form or Use Existing Form >> Script Editor >> New Deployment >> Web App >> Authorize access
Step: 9 Add Trigger
Go to Triggers and Click on Add Trigger
