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.

Note: You will first need to connect your Teamwork and Zapier accounts.


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:
Create any custom fields for deals, contacts, and companies that you would like to track

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.

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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.

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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.

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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).

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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.

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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.

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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.

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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.

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Once you have connected your account, you will be able to customize the deal settings.

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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.

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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.

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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.