Google フォームとAsanaの連携イメージ
How to Integrate Applications

2024/11/12

To integrate Google Forms with Asana so that responses submitted in Google Forms are registered in Asana, follow these steps:

n.fukuoka

Google Forms is a tool that streamlines online information collection, making it convenient for confirming event attendance or gathering product feedback.
However, if you want to import responses collected via Google Forms into a task management tool, you may find it burdensome to manually enter the data.
This article clearly introduces the benefits of integrating Google Forms with Asana and the specific steps to advance automation.

This article is recommended for

The content introduced this time is recommended for the following people!

・Those who are utilizing both Google Forms and Asana
・Those who want to automatically reflect data collected with Google Forms in Asana to prevent overlooking tasks
・Those who want to reduce duplicate work from manual data entry and improve work efficiency

Benefits and Examples of Integrating Google Forms and Asana

Benefit 1: Reduction of Work Time

By utilizing the integration of Google Forms and Asana, you can expect a reduction in work time in your daily tasks.
Through app integration, manual data entry tasks are eliminated, and task registration is automated.
For example, if the sales team collects customer information at an exhibition and enters it into Google Forms, that information is automatically registered as a task in Asana.
This eliminates the need for manual data entry, allowing you to quickly move on to the next action.
Furthermore, tasks are automatically assigned to each person in charge, clarifying "who should do what." By utilizing smartphones, you can quickly check information even outside the office, allowing you to efficiently proceed with tasks.
As a result, you can expect to speed up work while reducing effort.

Benefit 2: Smooth Information Sharing

By utilizing the mechanism of registering information from Google Forms to Asana, it becomes easier to streamline information sharing within the team.
For example, if the marketing department collects feedback on a new promotional campaign using Google Forms, that data is automatically registered in the related project in Asana, creating an environment where project members can easily check the necessary information.
This allows the marketing manager to check the results of the advertising campaign, as specific customer feedback is consolidated in Asana, reducing the need for additional communication or meetings.
By utilizing automation, it is possible to proceed more smoothly from checking feedback to considering the next measures.

Benefit 3: Prevention of Confusion through Information Consolidation

By automatically linking information collected with Google Forms to Asana, you can consolidate the necessary data into a single management environment.
This can be particularly useful in situations where the entire team needs to share information.
For example, when the HR team conducts mid-career recruitment, collecting applicant information through Google Forms and reflecting it in Asana makes it easier to manage recruitment-related information. Interviewers can easily check the status of each applicant, making it more likely to smoothly coordinate the next interview schedule and follow-ups.
Furthermore, it reduces the complexity of managing multiple applicant information individually, creating an environment where the entire team can always grasp the latest situation.
As a result, it becomes possible to prevent confusion even in a busy schedule.

In this article, we will proceed with integration using Yoom.
If you have never used it, please take a look at Getting Started with Yoom.

[What is Yoom]

How to Create a Google Forms and Asana Integration Flow

This time, we will create a flow of [Registering information registered in Google Forms into Asana].

The integration flow is broadly created through the following processes.

・Register Google Forms and Asana as My Apps
・Set up a trigger to activate when a response is submitted in Google Forms
・Set up to add tasks in Asana
・Testing and verification

Step 1: Integrate Google Forms and Asana with My Apps

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. After logging in, click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search for and register both Google Forms and Asana.

Register Google Forms as My App

1. Let's start by registering Google Forms.
When you enter Google Forms, an icon will appear, so click on the icon.

2. The following screen will appear, please click "Sign in with Google".

3. Select the account to integrate with Yoom.

4. The following screen will be displayed.
If there is no issue with the account to be integrated, click "Next".

4. The following screen will appear.
Click "Continue" to complete the registration of Google Forms as My App.

Register Asana as My App

1. Similarly, search for Asana and click on the icon.

2. Enter your email address and click "Continue".

3. Enter your password and click "Login".


With this, the registration of Google Forms and Asana as My Apps is complete.
Once the registration is successful, the following screen will be displayed.
Please check if the icons for Google Forms and Asana are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Set up a trigger to activate when a response is submitted in Google Forms

1. First, click on "When a response is submitted in the form" at the top.
For information on how to retrieve response content when using Google Forms as a trigger, please refer to the following link.
How to retrieve response content with Google Form trigger

2. You can set the title freely.
Enter the account information to link with Google Forms.
Select "When a response is submitted in the form" as the trigger.
Once you have finished entering, click "Next".

3. Set the trigger activation interval and form ID.
You can choose activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
After setting, conduct a test and save if there are no issues.

Step 3: Set up adding tasks in Asana

1. Return to the flow.
Click on the "Add Task" icon.

2. Enter the account information to link with Asana.
Select "Add Task" as the action.
Once you have finished entering, click "Next".

3. Configure each item.
Please ensure that all required fields are filled in.
When you click on the input field, outputs and suggestions will be displayed.
Select Task Name from Output, and Section ID and Project ID from Suggestions.
Once the configuration is complete, click "Test" and if there are no issues, click "Save".

4. This completes the flow of [Registering information submitted in Google Forms to Asana].

Step 4: Testing and Verification

Once the setup is complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

With Yoom, you can complete the setup with simple operations even without programming skills.
Try this convenient flow from the link below.

Other Automation Examples Using Google Forms

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

1. A flow that notifies Slack when a response is submitted via Google Forms.
By using this template, you can automatically notify any Slack channel when a response is submitted via Google Forms.
This will allow team members to quickly share the response content, facilitating smoother communication.

2. This is a flow for registering orders in kintone when there is an order through Google Forms.
By using this template, when an order or application is submitted via Google Forms, the content will be automatically registered in kintone.
This will save you the trouble of checking the response content and help prevent data management errors and omissions in registration.

3. This is a flow for automatically sending a Gmail reply to respondents when a Google Form is submitted.
Manually replying to each form submission with Gmail increases workload and the risk of missing responses.
By utilizing this flow, automatic replies to respondents can reduce repetitive manual tasks.

Summary

By integrating Google Forms with Asana, you can now automatically register responses from Google Forms into Asana.
This automation not only reduces the effort required to register tasks in Asana but also helps prevent input errors and omissions.
Even if you feel that automation is a high hurdle, you can start with confidence using Yoom.
By utilizing intuitive templates, you can incorporate automation that fits your company's operations without much effort.
Why not aim for a more efficient way of working by implementing Yoom?

The person who wrote this article
n.fukuoka
In this day and age where there are more and more tools, it's often hard to know what to use. I would like to deliver useful information that is easy to understand so that everyone's work can be made even a little easier!
Tags
Google Forms
Asana
Integration
Automation
Related Apps
App integration
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