Step 1: Create Connection #
- Go to Lead Source
- Select Google Forms Integration
- Click Create Connection
- Enter connection name
- Click Create Connection
Step 2: Copy Script #
- Copy the Apps Script code generated
- Keep the Webhook URL secure
Step 3: Add Script in Google Form #
- Open your Google Form (Edit Mode)
- Click 3 dots → Script Editor
- Remove existing code
- Paste the copied script
- Click Save
Step 4: Configure Trigger #
- Go to Triggers
- Click Add Trigger
- Set:
- Function: onSubmit
- Event Type: On form submit
- Save and authorize
Step 5: Field Mapping #
- Go to Installed Page
- Open Field Mapping
- Map form fields (Name, Email, Phone, etc.) to CRM fields
Step 6: Test Setup #
- Submit a test response in Google Form
- Verify fields are fetched correctly
Step 7: Optional Settings #
- Enable Auto Create Contact
- Configure Webhook (if required)
Step 8: Monitor Logs #
- Go to Logs Section
- Check lead data, status, and errors
- Integration is ready and live