Google Forms | Set Up

Article Overview

This article will demonstrate how to build a SalesRabbit Connector for a finished Google Form. Some of these steps may seem nonsensical at first, but as you follow them, you will see that they will ultimately help complete the connection.

TIP: In order to build a connector, accounts must be on a pro/enterprise plan and the user must have access to edit SalesRabbit account settings.

Part 1: Copy the Google Form URL

This part will demonstrate how to obtain a pre-filled link from your Google Form.

• From your form, click on the "3 dots" in the upper right corner -> select "Get Pre-Filled Link".
  • Tip: you will want to fill out the answer for each field to serve as a placeholder when connecting fields from SalesRabbit to Google Forms. Write something that will make it easy to identify that field later. In the screenshot examples, for the "First Name" field, we have input "Firstname".

• Once you have placeholder text in each of your fields, click "Submit" at the bottom of the form.

• After submitting the form, a pop-up will appear at the top of the page.
• In the pop-up, Copy the link.

• After copying the link, you're ready to build a SalesRabbit Connector!

Part 2: Build a SalesRabbit Connector

This part will demonstrate how to build a SalesRabbit Connector for your Google Form from the SalesRabbit Web App.

• Login to SalesRabbit and navigate to "Settings" -> "Connectors".

• In the upper right corner, select "Create New".

• From the Connector creation page do the following:
  • Connector Type: use the dropdown to select the Web Connect option.
  • Name: name your connector whatever you would like.
  • Request Headers: skip for now.
  • URL: paste the copied pre-filled link from your google form in this text box.
    • You'll notice that in the URL are the answers you input during part 1 of this article (Firstname, Lastname...). The actual name of the field comes just before the "=" sign. For example, in the screenshot below, the actual field name for "Firstname" = "entry.394708045".
      
    • Tip: In order to get the field information from SalesRabbit to populate automatically onto the Google Form, you must replace teh place holders with the field names that come from SalesRabbit. For example, "Firstname" should be replaced with "{lead.firstName}".
  • Connected to Lead?: use the dropdown to mark this as Optional.
  • Visibility: select which user(s) have access to this particular Connector.

• • If replacing place holder names with the SalesRabbit field names, a connector URL should look similar to the example below where the "Google Form Field Name"="SalesRabbit Field Name" within the URL.

• Once completed, click "Save" to apply your changes.
• You connector is now ready to be accessed from the SalesRabbit mobile app!
• Now that you've finished your Google Form Connector, click HERE to learn how to access your newly built connector from the SalesRabbit mobile app!

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