Zapier allows you to integrate a
variety of web applications and automate your
workflows between apps.
Within Zapier, you can create zaps
to capture information from website form tools
such as Google Forms and create corresponding
items in Teamwork CRM.
When a trigger action occurs in one
app, Zapier will automatically perform
the corresponding action(s) specified
in the other app.
Using Google Forms with
Teamwork CRM
For this example, the new multi-step zap
will search for and create companies,
contacts, and leads in Teamwork CRM based
on data collected through a Google
Form.
Step 1:
Create a pipeline
and stage in
your Teamwork CRM for the
new leads to appear
on.
Step 2:
Step 3:
Create your questionnaire using your
online form solution.
You will need to include the
following as required fields: First name, Last
name, Email address, Company, Country,
Owner.
Note: When using Google
Forms, responses will need to be added to a
spreadsheet.
Once you have the form created and
linked with a spreadsheet, fill out the form
once as a test to make sure the details have
been logged to the spreadsheet.
Step 4:
Log in to your Zapier account, hover
over the left navigation menu and
select Make a Zap.
Step 5:
Select Google Forms (or an
alternative e-form solution)
as the first (trigger) app and
set New Responses in
Spreadsheet as
the trigger event. When you
click Continue, you
will then need to log in to
the relevant Google Forms
account.
Once you have connected your
account, you will be able to select the
relevant spreadsheet and worksheet where your
Google Form responses are being
recorded. Click Continue to
finish the
setup where
you have the
option to run
a test on the
Google Forms
setup.
Step 6:
Select Teamwork
CRM
as the second
(action) app and set Find
Company as
the action event. When you
click Continue, you
will then need to select or
log in to the relevant
Teamwork CRM
account.
Once you have connected your account, you
will be able to customize the company
settings.
Click into the Search For field and
select Company from the dropdown
of options associated with your Google
Form (in the Custom tab).
Below the Search For field, check
the option to Create Teamwork CRM
Company if it doesn't exist yet. You
will then be able to map fields from your form
to be populated in Teamwork CRM when the
company is created. The company name, country,
and owner fields are mandatory.
Click Continue to finish
the setup,
where you have
the option to
run a test on
the Teamwork
CRM
setup.
Step 7:
Click the + button
at the bottom of the CRM section of
the zap to add a new step.
Select Teamwork CRM
as the
app and set Find
Contact as
the action event. When
you
click Continue,
you
will then need to
select or
log in to the relevant
Teamwork CRM
account.
Once you have connected your account, you
will be able to customize the contact
settings.
Click into the Search For field and
select Email Address from the
dropdown
of options associated with your Google
Form (in the Custom tab). This is selected
instead of name as email address is a
unique value.
Below the Search For field,
check
the option to Create Teamwork CRM
Contact if it doesn't exist yet.
You
will then be able to map fields from your
form
to be populated in Teamwork CRM when the
contact is created. First name, last name,
email, country, and owner are mandatory
fields.
For the Company field, you can
map to the ID field in Teamwork CRM from
the previous step.
Click Continue to finish
the
setup,
where
you
have
the
option
to
run a
test
on
the
Teamwork
CRM
setup.
Step 8:
Click
the + button at
the bottom of the contact section
of the zap to add a new
step.
Select Teamwork CRM
as the
app and set Create
Deal as
the action event. When
you
click Continue,
you
will then need to
select or
log in to the relevant
Teamwork CRM
account.
Once you have connected your account,
you
will be able to customize the deal
settings.
For the Company and Contact
fields, you can set
Company/Contact ID as custom
values instead of selecting a
specific existing item in your
Teamwork CRM. This will link
the IDs set in the
Company/Contact steps of your
zap. Go to the Custom tab and
click the Find or Create
Company/Contact option
then select ID.
You can also select
the relevant pipeline and
stage where deals resulting
from your form should be
added.
Click Continue to finish
the
setup,
where
you
have
the
option
to
run
a
test
on
the
setup.
Step 9:
Your multi-step zap will
be set up and ready to run. To
enable the zap, toggle on the
switch in the top right.
Once enabled, the action events
set up in the three Teamwork CRM action
steps will be initiated each time a Google
Form submission is added to your
spreadsheet.
Note: Custom fields
created for each item type (contact,
company, deal) can be filled in at the
bottom of their respective stage of the
zap when filling out the field
properties.
For more information, see: Connecting Your
Teamwork CRM Account to
Zapier