Zapier Playbook: Update or Create Lead/Person from Google Form Submission

  • 7 September 2021
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Zapier Playbook: Update or Create Lead/Person from Google Form Submission
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Here’s a step-by-step guide on how to set up a Zapier connection that updates or creates a Lead or Person when you receive a new Google Form submission. We have included steps to configure text fields and a drop-down field in the Google Form.

To set up this connection, you will need:

  1. Copper CRM on Professional or Business Tier (admin access required)
  2. a Google Form that collects text fields and one drop-down
  3. Zapier account on the Professional tier or higher

  Ready to get started? Download this Playbook at the link below:

:point_right:  Download Playbook :point_left: 

 

 

Comment below or post in our forum if you have any questions!


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