"It's a bit tedious to manually transfer the responses from Google Forms..." "I forgot to share the form responses!" Have you ever had such experiences? Actually, you can automate this task!
For example, you can automatically register data collected from Google Forms into Apollo or send notifications to Slack. By implementing such automation, you can save the hassle of manual work and prevent human errors. Moreover, sharing within the team becomes smoother, reducing the chances of missing confirmations!
In this article, we will introduce how to automatically send data by integrating Google Forms with other tools as a trigger! It's easy to implement without programming, so the barrier is not high.
For those who want to try it quickly
Yoom offers templates for automating workflows using Google Forms! If you want to try it right away, click the banner below to start!
Create a contact in Apollo when a response is submitted through Google Forms.
■Overview The workflow "Create a contact in Apollo when a response is submitted in Google Forms" reduces the burden of data entry tasks. Since the form information is automatically reflected in Apollo, work efficiency will improve.
■Recommended for ・Those who use Google Forms to collect customer information ・Those who manually enter data obtained from Google Forms into Apollo but feel it is time-consuming and labor-intensive ・Those who want to quickly follow up on inquiry or request forms ・Marketing personnel of companies using Apollo for sales activities ・Those who want to manage data accurately due to the high likelihood of errors in manual data entry
■Notes ・Please link both Google Forms and Apollo with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133
Various Ways to Automatically Send and Forward Data with Google Forms
There are several ways to automatically send and forward data using Google Forms. We've picked out a few methods for you to check out!
Simply click on "Try it out" for the automation example you're interested in, and register an account to immediately experience automatic updates with Google Forms. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Write and Transfer Google Forms Data to Database/CRM Services
This flow starts with an input form app like Google Forms and writes/transfers information to CRM services like Apollo. You can automate everything from collecting customer information to registration, reducing the hassle of routine data entry!
Create a contact in Apollo when a response is submitted through Google Forms.
■Overview The workflow "Create a contact in Apollo when a response is submitted in Google Forms" reduces the burden of data entry tasks. Since the form information is automatically reflected in Apollo, work efficiency will improve.
■Recommended for ・Those who use Google Forms to collect customer information ・Those who manually enter data obtained from Google Forms into Apollo but feel it is time-consuming and labor-intensive ・Those who want to quickly follow up on inquiry or request forms ・Marketing personnel of companies using Apollo for sales activities ・Those who want to manage data accurately due to the high likelihood of errors in manual data entry
■Notes ・Please link both Google Forms and Apollo with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133
■Overview Are you manually registering information such as inquiries or event applications acquired via Google Forms into Salesforce one by one? This work not only takes time, but it also tends to cause human errors such as copy-and-paste mistakes or missed entries. By leveraging this workflow, when a response is submitted to Google Forms, lead information will be automatically registered in Salesforce, eliminating the burden of such routine tasks and enabling prompt customer responses.
■Who we recommend this template for ・Marketing personnel who manage information collected via Google Forms in Salesforce ・Sales representatives who want to eliminate mistakes and delays caused by manual data entry ・Those who want to automate repetitive data-transfer tasks and focus on more core work
■Notes ・Please connect Yoom with both Google Forms and Salesforce. ・Salesforce is available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the configured flowbot operations and Data Connect will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・For how to retrieve the response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
Automatically Send and Forward Google Form Data to Chat Tools
This is a flow that automatically sends notifications to chat tools like Slack, starting from Google Forms. It's convenient because the information collected in Google Forms can be immediately checked by the entire team!
■Overview Isn't it a time-consuming task to check each inquiry or survey response received via Google Forms and share it with the team every time? Manual copying and sharing can also lead to delays in handling and missed information. By using this workflow, when a new response is submitted to Google Forms, its content is automatically notified to Discord, allowing you to smoothly resolve these issues.
■Recommended for ・People who manually share responses received via Google Forms with their team ・Those who use Discord as a primary communication tool and want to improve the efficiency of information sharing ・Those who want to increase the speed of handling inquiries from forms and improve customer satisfaction
■Notes ・Please connect Yoom with both Google Forms and Discord. ・For how to retrieve response content when using Google Forms as a trigger, please see the following: https://intercom.help/yoom/en/articles/6807133 ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on your plan.
■Overview Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
Automatically Send and Forward Google Form Data via Email
This is a flow that automatically sends and forwards information using email tools like Gmail, starting from a Google Form. It is useful when you want to automatically share inquiry details with stakeholders or notify specific recipients!
Extract inquiries submitted through Google Forms and automatically reply via Gmail.
■Overview This is a flow to extract inquiries submitted via Google Forms and automatically reply with Gmail. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Customer support personnel at companies that accept inquiry emails from customers via Google Forms ・Business owners or managers who handle customer support operations with a small team and urgently need to improve inquiry response efficiency ・Those who receive many similar inquiries and find it cumbersome to handle standard initial responses ・Support team leaders who want to reduce the burden on staff handling inquiries ・Those who want to build an inquiry system that can respond 24/7
■Notes ・Please integrate both Google Forms and Gmail with Yoom. ・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・For information on how to obtain the response content when using Google Forms as a trigger, please refer to the following. https://intercom.help/yoom/ja/articles/6807133
Let's Create a Flow to Automatically Send and Forward Google Form Data
Now, let's create a flow to automatically send and forward Google Form data! This time, we'll proceed with the setup using Yoom, a no-code platform! If you don't have a Yoom account yet, please create one from the registration form here.
[What is Yoom]
This time, we will create a flowbot to create a contact in Apollo when a response is submitted in Google Forms! The creation process is broadly divided into the following steps.
Connect Google Forms and Apollo with My Apps
Copy the template
Set the trigger for Google Forms and the action for Apollo
Set the trigger to ON and complete the preparation for flow operation
Create a contact in Apollo when a response is submitted through Google Forms.
■Overview The workflow "Create a contact in Apollo when a response is submitted in Google Forms" reduces the burden of data entry tasks. Since the form information is automatically reflected in Apollo, work efficiency will improve.
■Recommended for ・Those who use Google Forms to collect customer information ・Those who manually enter data obtained from Google Forms into Apollo but feel it is time-consuming and labor-intensive ・Those who want to quickly follow up on inquiry or request forms ・Marketing personnel of companies using Apollo for sales activities ・Those who want to manage data accurately due to the high likelihood of errors in manual data entry
■Notes ・Please link both Google Forms and Apollo with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133
Step 1: Connect Google Forms and Apollo with My Apps
First, log in to your Yoom account. If you haven't used Yoom before, please check out Getting Started with Yoom.
1. Click on My Apps and then click on Add.
2. You can search by app name in the input field.
Register Google Forms with My Apps
Let's register Google Forms with My Apps! Enter "Google Forms" in the input field, and when the Google Forms icon appears, click on the icon.
1. The following screen will appear, please click on "Sign in with Google".
2. Select the account to connect with Yoom.
3. The following screen will appear. If there is no issue with the account to be connected, click "Continue".
4. A confirmation screen like the one below will appear. Click "Continue" to complete the registration of Google Forms with My Apps.
Register Apollo with My Apps
Search for Apollo in the same way and click on the icon.
1. The following screen will be displayed. Enter any name for the Account Name. The Access Token can be created and checked here. For more details on Apollo's API key, please check this article.
When the registration with My Apps is successful, the following screen will be displayed. Check if the icons for Google Forms and Apollo are displayed on the My Apps screen.
Step 2: Copy the Template
Click "Try it out" from the link below.
Create a contact in Apollo when a response is submitted through Google Forms.
■Overview The workflow "Create a contact in Apollo when a response is submitted in Google Forms" reduces the burden of data entry tasks. Since the form information is automatically reflected in Apollo, work efficiency will improve.
■Recommended for ・Those who use Google Forms to collect customer information ・Those who manually enter data obtained from Google Forms into Apollo but feel it is time-consuming and labor-intensive ・Those who want to quickly follow up on inquiry or request forms ・Marketing personnel of companies using Apollo for sales activities ・Those who want to manage data accurately due to the high likelihood of errors in manual data entry
■Notes ・Please link both Google Forms and Apollo with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133
If the following message appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting the Trigger to Activate When a Response is Submitted to Google Forms
First, click the icon at the top that says "When a response is submitted to the form".
Set up the account information to integrate with Apollo. Select the trigger action "When a form response is submitted". Once the setup is complete, click "Next".
Trigger Interval: You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest time you can set depends on the plan you are using, socheck this article in advance to be sure.
Form ID: The red-framed part of the URL is the server ID. Make sure to check the annotations below the input field while entering.
For this test, we are using the following form. Once the setup is complete, click "Test".
If the test is successful, the information obtained from Google Forms will be displayed as retrieved value as shown below. If you are interested in the details of the retrieved value, please check the following link. About the Retrieved value Also, for how to add retrieved values, please refer to this. After the test is complete, don't forget to click "Save"!
Step 4: Setting Up to Create a Contact in Apollo
Finally, click the "Create Contact" icon.
Set up the linked account. Select the action "Create Contact". Once the setup is complete, click "Next".
Let's set up each item. When you click the input field, the retrieved value from Google Forms will be displayed as shown below, so please use it when entering!
Once the setup is complete, test to ensure it works properly. If there are no issues, save and you are done!
Step 5: Testing and Verification
Congratulations! All settings are now complete. Once the setup is complete, the following screen will be displayed. Click "Turn on Trigger" to activate the flow bot.
This is how you create a contact in Apollo when a response is submitted to Google Forms!
Other Automation Examples Using Google Forms
Convenient Automation Examples Using Google Forms
Based on the information submitted via the form, you can register tasks or automatically share attached documents with relevant parties. You can also upload files to a specified storage location!
Enter the responses from the Google Form into Excel.
■Overview Manually transcribing survey and inquiry responses collected via Google Forms into Microsoft Excel one by one can be time-consuming. Manual copy & paste can also cause input errors and missed entries. With this workflow, as soon as a response is submitted to Google Forms, its contents are automatically entered into Microsoft Excel, resolving these issues and enabling smoother data management.
■Who we recommend this template for ・Those who manually transcribe responses collected via Google Forms into Microsoft Excel ・Those who want to quickly share inquiries or application information from the form with stakeholders ・Operations staff who want to eliminate manual data entry errors and improve data accuracy
■Notes ・Connect both Google Forms and Microsoft Excel with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・For how to retrieve response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133 ・Microsoft 365 (formerly Office 365) has consumer plans and business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・For configuring the operation that manipulates the Microsoft Excel database, please refer to the following: https://intercom.help/yoom/en/articles/9003081
■Overview Are you manually registering information such as inquiries or event applications acquired via Google Forms into Salesforce one by one? This work not only takes time, but it also tends to cause human errors such as copy-and-paste mistakes or missed entries. By leveraging this workflow, when a response is submitted to Google Forms, lead information will be automatically registered in Salesforce, eliminating the burden of such routine tasks and enabling prompt customer responses.
■Who we recommend this template for ・Marketing personnel who manage information collected via Google Forms in Salesforce ・Sales representatives who want to eliminate mistakes and delays caused by manual data entry ・Those who want to automate repetitive data-transfer tasks and focus on more core work
■Notes ・Please connect Yoom with both Google Forms and Salesforce. ・Salesforce is available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the configured flowbot operations and Data Connect will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・For how to retrieve the response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
By automating the transfer of data collected from Google Forms to other systems, transcription errors can be eliminated, allowing for accurate data registration. In particular, automating the registration of contact information into Apollo will enable speedy transcription. Manual data transcription can be burdensome and time-consuming, but such burdens can be alleviated. Additionally, you can automatically notify the contents answered in Google Forms via email, which can be expected to improve the overall performance of the team.
If you are interested in automation using Yoom, please create a free account from here. It can be easily registered in about 30 seconds, so it can be set up during work!
Set up an environment where you can be freed from transcription work and focus on other tasks!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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