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How to Connect Google Forms to Your CRM (Tutorial)

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Every CRM system needs an intake form. Google Forms allows you to customize your questions and capture the customer information you need. In this video, Scott Friesen shows you how to connect Google Forms to almost any CRM system including HubSpot, Pipedrive, Crmble, and Zoho CRM.

00:00 Creating your form in Google Forms
02:33 Adjusting your Google Form settings
04:00 Making the connection within your CRM
05:55 Mapping Form answers to CRM fields
07:57 Testing the form to CRM connection
09:59 Using form data to add client value
11:32 Adding multiple contacts to CRM deals

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ABOUT ME:
Scott Friesen is a productivity specialist and founder of Simpletivity Training Inc.. He is also a prolific public speaker, workshop leader, and time management coach. Scott helps people to focus more time on what they want to get done and to experience less stress by simplifying their technology.

Simpletivity shares productivity tips, technology apps, time management ideas, and more to help you get more done and enjoy less stress at the same time. If you’re an entrepreneur, business owner, or professional who wants to get more out of your day, make sure to subscribe for helpful training videos (http://www.youtube.com/channel/UCAp3b6zIvS8ct4yci-GwxIg?sub_confirmation=1).

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Category
Tutorials
Tags
Simpletivity, Scott Friesen, How to Connect Google Forms to Your CRM
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