How to integrate Google Forms with Pipedrive to register a lead in Pipedrive when a Google Form is submitted

s.yamashita

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Google Forms is a highly useful tool for surveys and data collection, and it is often used in business settings. By integrating Google Forms with Pipedrive, you can expect improved lead management and sales activities. This article not only highlights the benefits of integrating Google Forms with Pipedrive but also provides a step-by-step guide with images on how to integrate them using Yoom, a tool for managing apps without coding!

Please read until the end.

Benefits of Integrating Google Forms with Pipedrive

Benefit 1: Error-Free Data Entry

By integrating Google Forms with Pipedrive, lead information is automatically registered in Pipedrive, significantly reducing the risk of errors or inaccurate data entry that can occur with manual input. Normally, when sales representatives manually enter lead information, there is a possibility of errors such as misspelled names or incorrect contact numbers. However, with automation, the information entered in Google Forms is directly reflected in Pipedrive, eliminating the risk of input errors and improving data accuracy. With increased data reliability, the sales team can engage with customers and follow up based on accurate information, enabling more effective sales activities. Additionally, preventing customer issues due to incorrect information is another positive aspect.

Benefit 2: Quick Lead Follow-Up

For example, in situations where you are using a webinar registration form or a document request form, when a customer submits the form, the information is quickly reflected in Pipedrive. This allows the sales team to approach customers promptly when they are interested, potentially improving the speed of follow-ups. Especially for customers with high purchase intent, approaching them early can help build relationships ahead of competitors, making follow-up speed a contributing factor to conversion rates.

[What is Yoom]

How to Create a Google Forms and Pipedrive Integration Flow

From here, we will introduce the app integration flow using Yoom with images!

① My App Integration

After logging into Yoom, select "My Apps" from the left menu.

After the screen transition, please press "+ New Connection".

Enter the name of the app you want to integrate in the search box, and complete the integration by logging in or signing in according to the screen instructions.
This time, we will register "Google Forms" and "Pipedrive".
Once registration is complete, icons will appear in the list of My Apps.

② Copy Existing Template

Register a lead in Pipedrive when a Google Form is submitted

By using the above template, you can easily automate the process.
First, open My Projects in Yoom and press "+ New Connection".

Next, select "Create from Template Gallery".

Enter "Register a lead in Pipedrive when a Google Form is submitted" in the search box at the top right and search.
On the right side of the displayed template, there is "Create Template" in blue, so please select it.

This completes the template copy. A popup will appear, so press OK.
From here, proceed with the settings mainly on the "!" part on the screen as instructed.

③ Trigger Settings

First, select "When a response is submitted to the form" and check the settings.

Enter the account information to be linked and press "Next".

Then, it will transition to a screen like the one below.
Proceed with the input according to the setting method and the notes below the input field.

The output can be used in the subsequent Pipedrive settings.
※ For how to obtain the response content when using Google Forms as a trigger, please refer to here.

In the detailed settings, you can set simultaneous activation. Please set it as needed.
If there are no problems with the settings, let's return to the first screen with "Save".

④ Integration App Settings

Next, select "Create Lead" and enter the account information to be linked.
Press "Next" to proceed with the settings.

When the screen transitions, the following setting items will appear, so fill them in, focusing on the required items.
As mentioned earlier, you can easily set it using the output.
Proceed while checking the supplementary content below the input field.

Although not set this time, as an example, if you create items such as "Name" and "Company Name" in Google Forms, they can be used in the title when creating a lead in Pipedrive.
This part varies depending on the lead management method, so please set it according to your situation.

Scroll down and set the detailed settings as desired.
Here, you can set errors and intervals.

"Save" and the following popup will appear.
Press "Turn on Trigger", and if the trigger at the top of the first screen looks like the image, it's OK!

This completes all the settings for "Register a lead in Pipedrive when a Google Form is submitted".

Well done!

Other Examples of Automation Using Google Forms and Pipedrive

There are many other examples of automation using Google Forms and Pipedrive in Yoom, so here are a few.

① When there is a response to a Google Form, this flow extracts the response content with AI and records it in a Google Spreadsheet. Recommended for those who want to manage responses in a database.

② This is a flow where a notification is sent to Chatwork when a lead is registered in Pipedrive. It enables prompt responses.

Summary

In this article, we explained how to integrate Google Forms with Pipedrive to automatically create leads in Pipedrive when responses are received. This integration helps prevent errors from manual input and improves data accuracy. Additionally, having leads immediately registered in Pipedrive allows the sales team to follow up quickly. Being able to respond swiftly might be the key to not missing business opportunities. Using Yoom makes it easy to integrate apps without code, so you can use it with confidence even without specialized knowledge. Please refer to this article and try integrating Google Forms with Pipedrive!

The person who wrote this article

s.yamashita

I worked as an SV in the BPO division of a listed company for 4 years and experienced editing and writing media articles for about 3 and a half years. I had the opportunity to use a wide variety of apps due to my job being in charge of outsourced work from other companies. I still remember getting to know Yoom when I was worried about how to improve work efficiency, and I was moved by being able to easily link apps with each other to create an automated flow! I would be happy if I could help improve everyone's work efficiency by making use of my experience working on media articles and conveying the appeal of Yoom in an easy-to-understand manner.