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"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.
Yoom offers templates for automating workflows using Google Forms! If you want to try it right away, click the banner below to start!
■Overview
The workflow "Create a contact in Apollo when a response is submitted via Google Forms" reduces the burden of data entry tasks.
Since the form information is automatically reflected in Apollo, work efficiency is expected to improve.
■Recommended for
■Benefits of using this template
By integrating Google Forms with Apollo, a new contact is efficiently created each time a response is submitted.
This allows for quick registration of contact information, enabling rapid follow-up.
By responding swiftly based on fresh information, customer experience is enhanced, leading to an increase in conversion rates.
Additionally, reducing the manual contact registration tasks improves work efficiency and lessens the burden on staff.
As a result, more time can be dedicated to other important tasks, thereby increasing productivity.
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!
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!
■Overview
The workflow "Create a contact in Apollo when a response is submitted via Google Forms" reduces the burden of data entry tasks.
Since the form information is automatically reflected in Apollo, work efficiency is expected to improve.
■Recommended for
■Benefits of using this template
By integrating Google Forms with Apollo, a new contact is efficiently created each time a response is submitted.
This allows for quick registration of contact information, enabling rapid follow-up.
By responding swiftly based on fresh information, customer experience is enhanced, leading to an increase in conversion rates.
Additionally, reducing the manual contact registration tasks improves work efficiency and lessens the burden on staff.
As a result, more time can be dedicated to other important tasks, thereby increasing productivity.
■Overview
This is a flow bot that automatically links response information submitted via Google Forms to the lead object in Salesforce.
It can be used when you want to register user information submitted from an inquiry form as a lead.
Additionally, you can change the object where the data is stored to any object, such as the opportunity object or account object, for use.
■Notes
・Please feel free to change the settings of Google Forms and Salesforce as needed.
・Integration settings with Yoom are required for both Salesforce and Google Forms.
・Available with Yoom's Team Plan or higher.
・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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
This is a flow that notifies Discord of responses from Google Forms.
■Recommended for
1. Those who use Discord as their main communication tool
・Companies that use it to keep records of interactions within departments
・Team representatives who use it for information sharing
2. Those who use Google Forms for information gathering
・Customer service departments that want to collect surveys from seminar participants in advance
・HR representatives who utilize Google Forms for recruitment activities
■Benefits of using this template
Using Discord for information sharing within teams or departments is very effective for visualizing information and streamlining operations.
However, when responses from Google Forms are received at a specific email address, manually sharing that information on Discord can be a significant hassle.
This flow is effective for those who want to smoothly share responses obtained from Google Forms within their team.
Since it automatically notifies Discord of the content of Google Form responses, quick information sharing becomes possible.
Additionally, as the notification content is quoted from the response content, it prevents input errors in the content.
■Notes
・Please integrate both Discord and Google Forms with Yoom.
・For the method of obtaining response content when using Google Forms as a trigger, please refer to the link below.
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
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!
■Overview
This flow extracts inquiries submitted via Google Forms and automatically replies using Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, you can automatically generate response texts based on inquiries submitted via Google Forms and send automatic replies through Gmail using AI.
Even when numerous similar inquiries are received or inquiries frequently come in outside of business hours, initial responses are automatically completed.
This reduces the workload of customer support personnel on standard responses, allowing them to focus on other important tasks.
Additionally, it can flexibly handle a sudden increase in inquiries due to sales or campaign promotions.
◼️Overview
This is a flow that automatically replies to respondents with Outlook when a Google Form is submitted.
It is automatically sent by email, preventing any omissions.
◼️Notes
・Please integrate Google Forms and Outlook with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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.
■Overview
The workflow "Create a contact in Apollo when a response is submitted via Google Forms" reduces the burden of data entry tasks.
Since the form information is automatically reflected in Apollo, work efficiency is expected to improve.
■Recommended for
■Benefits of using this template
By integrating Google Forms with Apollo, a new contact is efficiently created each time a response is submitted.
This allows for quick registration of contact information, enabling rapid follow-up.
By responding swiftly based on fresh information, customer experience is enhanced, leading to an increase in conversion rates.
Additionally, reducing the manual contact registration tasks improves work efficiency and lessens the burden on staff.
As a result, more time can be dedicated to other important tasks, thereby increasing productivity.
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.
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.
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.
Click "Try it out" from the link below.
■Overview
The workflow "Create a contact in Apollo when a response is submitted via Google Forms" reduces the burden of data entry tasks.
Since the form information is automatically reflected in Apollo, work efficiency is expected to improve.
■Recommended for
■Benefits of using this template
By integrating Google Forms with Apollo, a new contact is efficiently created each time a response is submitted.
This allows for quick registration of contact information, enabling rapid follow-up.
By responding swiftly based on fresh information, customer experience is enhanced, leading to an increase in conversion rates.
Additionally, reducing the manual contact registration tasks improves work efficiency and lessens the burden on staff.
As a result, more time can be dedicated to other important tasks, thereby increasing productivity.
If the following message appears, the template copy was successful.
The copied template will be stored in My Projects.
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".
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"!
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!
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!
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!
◼️Overview
Automatically input information sent via Google Forms into an Excel table.
Please check this article for how to retrieve responses from Google Forms.
◼️Notes
・Feel free to change the information retrieved from the form and the Excel settings as needed.
・The online version of Excel is required.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow for registering information submitted via Google Forms into Asana.
■Recommended for
1. Those who collect information using Google Forms
・Those who use Google Forms for collecting survey or inquiry content
・Those who manage responses from Google Forms
2. Those who manage tasks using Asana
・Those who want to add Google Forms responses as tasks
・Those who centrally manage customer service tasks in Asana
■Benefits of using this template
Google Forms allows you to create custom forms tailored to your needs.
It can be utilized for collecting surveys or as an inquiry form, making information collection more efficient.
However, when it comes to task management, if you want to add Google Forms responses to a task management tool, manual input is required, which can be cumbersome.
This template allows you to automatically register Google Forms responses into Asana, reducing the burden of manual work.
By automating task registration in Asana, you can prevent manual input errors and omissions.
■Notes
・Please integrate both Google Forms and Asana with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to upload files submitted via Google Forms to Box.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who are collecting data using Google Forms
・Those who are using Google Forms to collect surveys or feedback but are struggling with managing the collected files
・Those who want to smoothly manage files centrally by incorporating automation
2. Companies using Box as cloud storage
・Those who use Box regularly and want to safely store and share various data
・Those who want to automate the file upload process to prevent manual upload errors
■Benefits of using this template
By uploading files submitted via Google Forms to Box, you can improve work efficiency.
For example, it eliminates the need for manual file transfers, saving time.
Additionally, since files are uploaded automatically, there are no transfer errors or oversights, providing peace of mind.
Furthermore, by utilizing Box's advanced security features, the safety of important files is ensured.
This reduces the hassle of file management, allowing you to focus on other important tasks.
As a result, overall work efficiency will improve, and business productivity will increase.
■Notes
・Please connect Google Forms, Google Drive, and Box with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to here.
■Overview
This is a flow bot that automatically links response information submitted via Google Forms to the lead object in Salesforce.
It can be used when you want to register user information submitted from an inquiry form as a lead.
Additionally, you can change the object where the data is stored to any object, such as the opportunity object or account object, for use.
■Notes
・Please feel free to change the settings of Google Forms and Salesforce as needed.
・Integration settings with Yoom are required for both Salesforce and Google Forms.
・Available with Yoom's Team Plan or higher.
・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow where a reservation is created in Google Calendar when new interview reservation information is submitted to Google Forms.
Without having to manually check the response information in Google Forms, interview reservations are automatically added to Google Calendar, eliminating any omissions or errors in scheduling.
■Notes
・Integration with both Google Forms and Google Calendar with Yoom is required.
・Feel free to change the settings of the integrated Google Calendar and the content of Google Forms as you use them.
・For information on how to retrieve response content when using Google Forms as a trigger, please refer to the following.
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!
