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.

📝 You must first connect your Teamwork and Zapier accounts before using the integration.

Use 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: Set up a pipeline

  1. Log in to Teamwork CRM.
  2. Create a pipeline and stage for the new leads to appear in.
  3. Create any custom fields for deals, contacts, and companies that you would like to track.

Step 2: Create a questionnaire

Create your questionnaire using your online form solution.

You must include the following as required fields: First name, Last name, Email address, Company, Country, Owner.

📝 When using Google Forms, responses 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 3: Build a zap 

  1. Log in to your Zapier account.
  2. Hover over the left navigation menu.
  3. Select Make a Zap.



  4. Select Google Forms (or an alternative e-form solution) as the first app (aka trigger).
  5. Set New Responses in Spreadsheet as the trigger event.


  6. Click Continue.
  7. Log in to the relevant Google Forms account.
  8. Select the relevant spreadsheet and worksheet the responses are being recorded in.



  9. Click Continue to complete the setup.
  10. Run a test on the Google Forms setup.

Step 4: Set a company action

  1. Select Teamwork CRM as the second app (aka action).
  2. Set Find Company as the action event.
  3. Click Continue.
  4. Select (or log in to) the relevant Teamwork CRM account.



  5. Customize the company settings:
    1. Click into the Search For field and select Company from the dropdown.



    2. Check the Create Teamwork CRM Company if it doesn't exist yet box.
  6. Map fields from your form to be populated in Teamwork CRM when a company is created. Company name, country, and owner fields are mandatory.
  7. Click Continue to finish the setup.
  8. Run a test on the Teamwork CRM setup.

Step 5: Set a contact action

  1. Click the + at the bottom of the zap's CRM section to add a new step.
  2. Select Teamwork CRM as the app.
  3. Set Find Contact as the action event.
  4. Click Continue.
  5. Select (or log in to) the relevant Teamwork CRM account.



  6. Customize the contact settings:
    1. Click into the Search For field and select Email Address from the dropdown. This is selected instead of name since email address is a unique value.

       
    2. Check the Create Teamwork CRM Contact if it doesn't exist yet box.
  7. Map fields from your form to be populated in Teamwork CRM when a contact is created.
    1. First name, last name, email, country, and owner are mandatory fields.
    2. For the Company field, you can map to the ID field in Teamwork CRM from the previous step.
       
       
       
  8. Click Continue to finish the setup.
  9. Run a test on the Teamwork CRM setup.

Step 6: Set a deal action

  1. Click the + at the bottom of the zap's CRM section to add a new step.
  2. Select Teamwork CRM as the app.
  3. Set Create Deal as the action event.
  4. Click Continue.
  5. Select (or log in to) the relevant Teamwork CRM account.
  6. Click the + button at the bottom of the contact section of the zap to add a new step.



  7. Customize the deal's settings.

    1. 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.


       
  8. Select the relevant pipeline and stage where deals resulting from your form should be added.
  9. Click Continue to finish the setup.
  10. Run a test on the setup.

Step 7: Turn on the zap

Your multi-step zap is set up and ready to run. Toggle on the switch in the top right to turn on the zap.

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When turned on, 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.

💡 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.