How to integrate Google Forms with Sansan to register information submitted through Google Forms into Sansan

Don't you think that streamlining data management is essential for improving business productivity?
Google Forms is widely used as a tool for easy information collection. On the other hand, Sansan is a powerful platform for centralized management and utilization of business cards and customer information. By integrating these two, you can prevent manual input errors while enabling automatic data updates and sharing.
This article will explain in detail the benefits and methods of integrating Google Forms and Sansan, and introduce reasons why you should consider implementing them, with specific examples.

Recommended for

・People who want to streamline business card and customer information management
・People who want to facilitate smooth information sharing between departments
・People who want to update customer data in a timely manner

[What is Yoom]

Benefits and Examples of Integrating Google Forms and Sansan

Benefit 1: Efficiency through Reduction of Manual Input

By integrating Google Forms and Sansan, you can register information entered in Google Forms into Sansan. This will reduce the time sales representatives and managers spend on input tasks, allowing them to focus on more value-added activities. Additionally, it is expected to prevent errors such as incorrect entries and omissions that are likely to occur during manual input. For example, if lead information collected through inquiry forms is automatically reflected in Sansan, sales representatives can approach lead customers based on that data or respond quickly to customer inquiries in customer support.

Benefit 2: Enhanced Utilization of Information through Centralized Management

By automatically registering information into Sansan, data collected through Google Forms can be centrally managed across the organization. This facilitates smooth information sharing and enhances collaboration with other departments and teams. For example, if customer information collected by the sales team using Google Forms is automatically registered in Sansan, the marketing team can utilize that information to design and execute appropriate campaigns. By consolidating information in one place, you can prevent redundant tasks and achieve company-wide data utilization. This centralization becomes more effective as the data becomes more diverse.

Benefit 3: Improved Searchability for Quick Access

By utilizing Sansan's advanced search functionality, you can easily retrieve data collected through Google Forms. For example, you can filter data based on customer attributes such as "by region" or "by industry" to quickly create sales lists or campaign target lists. This allows you to instantly obtain the necessary information and is expected to improve business speed. Especially when managing large amounts of data, high searchability becomes a significant advantage, enhancing the efficiency of data utilization.
Integrating Google Forms and Sansan is expected to improve the quality of information management.

How to Create a Flow for Integrating Google Forms and Sansan

Now, let's create a flow together using a template to "register information entered in Google Forms into Sansan"!

The template we will use can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Issuance Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Integrate Google Forms and Sansan with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Google Forms.
(3) From the Google login screen, click "Sign in with Google" and log in with your account.

(4) Next, integrate Sansan. Similarly, click on Sansan from the list of new connections in Yoom.
(5) On the "New Registration for Sansan" screen, check the red frame and enter the account name and access token.
Once the input is complete, click "Add".
※ Sansan is an app available only with the Team Plan and Success Plan.
Please note that operations and data connections of Flowbot set in the Free Plan and Mini Plan will result in errors.
※ Paid plans such as Team Plan and Success Plan offer a 2-week free trial. You can use apps subject to restrictions during the free trial.

Once the integration is complete, Google Forms and Sansan will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When a Response is Submitted to Google Forms

(1) We will use the template introduced earlier. Click "Try it" on the banner below.
※ For how to obtain the response content when using Google Forms as a trigger, please refer to the following.

‍How to Obtain Response Content with Google Forms Trigger

Click on "Register information from Google Forms to Sansan" in the app trigger.

(2) From the "Select linked account and action" screen of Google Forms, check if there is any mistake in the account information linked with Google Forms, keep the trigger action as "When a response is submitted to the form" and click "Next".

(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Scroll down, check the red line, and enter the form ID.
Once the input is complete, click "Test", and if no error occurs, click "Save".

Step 3: Register Business Card Data by Linking with Sansan

(1) Next, register business card data by linking with Sansan.
Click "Register Business Card Data".

(2) From the "Select linked account and action" screen of Sansan, check if there is any mistake in the account information linked with Sansan, keep the action as "Register Business Card Data" and click "Next".

(3) From the "API Connection Settings" screen, select the necessary items from the output.
Once the selection is complete, click "Test" at the bottom, and if no error occurs, click "Save".

(4) Finally, click "Turn ON Trigger".

This completes the flowbot for "Register information from Google Forms to Sansan".

Other Automation Examples Using Google Forms and Sansan

At Yoom, we have many other examples of automation using Google Forms and Sansan, so let me introduce a few.

1. When there is a response to a Google Form, extract the response content with AI and record it in Google Sheets

By linking Google Forms and Google Sheets, you can save the trouble of repeatedly entering data and proceed with your work smoothly. Additionally, automation is expected to prevent omissions or leaks in information management.

2. When interview reservation information is submitted via Google Forms, create a reservation in Google Calendar

Without having to check the responses in Google Forms, interview reservations are automatically registered in Google Calendar. This is expected to save the effort of registering in Google Calendar and prevent scheduling oversights. This flow is especially recommended for HR personnel.

3. Automatically Send a Gmail Response to Respondents When a Google Form is Submitted

When a Google Form is submitted, a response is automatically sent to the respondent. This is expected to save the time and effort of manually replying. Additionally, it can reduce the risk of human error, enabling smooth communication with respondents.

For those who want to check templates using Google Forms and Sansan, please visit the following site.

List of Flowbot Templates Using Google Forms

List of Flowbot Templates Using Sansan

Summary

By integrating Google Forms and Sansan, the process from information collection to management and utilization is streamlined, which can be expected to improve overall business productivity.
Not only does it reduce the hassle of manual input and make centralized data management and updating with the latest information easier, but it also facilitates smooth information sharing between departments. Additionally, improved searchability and workflow automation allow for immediate access to necessary data, enabling efficient customer service and sales activities.
Let's aim for more efficient and accurate information management by utilizing Google Forms and Sansan.