I want to add google form that we download to Dropbox to Copper lead profiles. Will linking the file to Copper use additional data/memory on my computer? Also, is there a way to link the google form response directly to the lead profile instead of uploading from Dropbox.
Hi
For your second question
is there a way to link the google form response directly to the lead profile instead of uploading from Dropbox.
There’s a couple ways to do this.
- Every Google Form submission has a unique link that shows you exactly what they entered. So you either:
- Create a custom field/box to store the link to their form response, or
- Put that link in a note on that contact
- Each Google Form has a corresponding Google Sheets file that stores all the responses - you can link that Google Sheets file directly to a Copper contact instead of going through Dropbox first. (This also does not affect your computer memory)
- You can use a tool like Zapier to push the information from the Google Form into a Copper contact. This setup is a bit trickier, but also means you can access the info directly in Copper without having to download/open a separate file or link.
Based on what you’ve said I think option 1-1 might work best. Let me know if you’d like some guidance setting that up. Also, can I ask what kind of information you’re collecting with the Google Form?
Thanks Lori!
Hi
Trigger: Each time a new row in added to the Google Sheet (each form submission)
Action: Create Lead in Copper (or more actions if you also want to create a Company, Person or Opportunity)
The functionality in the ZAP workflow can be extended by validations like checking if a person is already known in Copper. Three60 offers these kind of workflows as a service so you don’t have to worry about technology at all.
Thank you for the clarifications. The Google form we use is actually a questionnaire to help us qualify our new leads better.
Great, thanks
Let me know if you have any further questions or would like any further guidance on those options
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