Google Forms | Set Up

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This article will show you how to connect your finished Google Form over to SalesRabbit Web Connect. The steps for this process seem slightly nonsensical at first, but as you follow them you will see that they will ultimately help complete the connection from Google Forms to SalesRabbit.

At a glance:

Form Submission Lead Status Auto-Submission Custom Fields Lead File Attachments 2 Way Sync User Assignment Lead Status Update Post Submit Connector
             

 

 

1. First, click the three dots in the top right corner and then select "Get Pre-Filled Link." You will want to fill out the answer for each field. Write something that will make it easy to identify that field later. In the example, for the First Name field we have input "Firstname." This will serve as a place holder when connecting fields from SalesRabbit to Google Form. 

connecting_part.1.png

 

2. Once you have repeated step 1 for all fields that can pass to SalesRabbit, click Submit at the bottom of the form. 

connecting_part.2.png

 

3. Once you submit the form, you will get a pop-up at the top of the page. In this pop-up is a link. Copy this link. 

connecting_part.3.png

 

4. In the SalesRabbit Web App (app.salesrabbit.com), go to Settings>Connectors. Click on Add New. Next, select Web Connect, give it a title, and then paste the URL you copied from the Google Form

You'll now notice that in the URL are the answers that you input earlier in the Google Form (eg. Firstname, Lastname, Phone, etc.). The actual name for that field comes just before the "=" sign. For example, in the screenshot below, the actual field name for "FIRSTNAME" is "entry.669530642"

In order to get the fields entered in SalesRabbit to pass to your Google Form you must replace the place holders with the field names that come from SalesRabbit. For Example "FIRSTNAME" should be replaced with "{lead.firstName}"

connecting_part.4.png

Once you have replaced the place holders with the field names from SalesRabbit it should look similar to the example below. 

Hit "Save" and your connector is ready to be accessed through the app. 

Screen_Shot_2017-09-20_at_10.16.49_AM.png

Now that you've finished your Google Form, click HERE for the next step on connecting your Google Form to SalesRabbit Web Connect!

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