■Overview
This is a flow to register leads in Pipedrive when a Google Form is submitted.
■Recommended for
1. Those who collect lead information using Google Forms
・Those who use Google Forms to collect lead information on websites or landing pages
・Those who want to avoid the hassle of manually entering collected lead information into Pipedrive
・Those who want to reduce input errors and improve data accuracy
2. Sales and marketing personnel using Pipedrive
・Those who want to centrally manage lead information in Pipedrive for efficient customer management and sales activities
・Those who want to automatically import lead information collected from Google Forms into Pipedrive
・Those who want to automate segmentation and targeting email distribution based on lead information
■Benefits of using this template
Google Forms is a convenient tool for efficiently collecting customer information and survey results, but manually transferring the collected data to Pipedrive is time-consuming and labor-intensive, and can lead to input errors and information leakage.
By implementing this flow, lead information is automatically registered in Pipedrive when a Google Form is submitted. This eliminates the need for sales personnel to manually enter data, allowing them to focus on more important tasks such as approaching leads and negotiations. Additionally, there is no worry about data entry errors or information leakage, enabling accurate and efficient lead management.
■Notes
・Please connect both Google Forms and Pipedrive with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
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