How To Pull Contacts from Google Forms into Daylite through Zapier
Quick Tips January 3, 2017 Kristie Holden
Do you use Google Forms to capture new leads on your website? Or to manage signups for an event? Maybe you use Google Forms to collect email addresses for a newsletter.
With Daylite and Zapier integration you can pull new leads, customers, and subscribers from Google Forms right into Daylite.
Please note that Zapier integration is only available with Daylite Cloud, not with Daylite Self-Serve.
When someone fills out a Google Form on your website, Zapier triggers an automation to create a new contact in Daylite. It pulls the contact name, email, and phone number from the Google Form and automatically creates a new contact in Daylite.
You can also use this workflow to automate creating a new opportunity in Daylite. This way if you have a new lead fill out your Google Form, you can see that person and have an opportunity for them in Daylite to track the potential sale or business deal.
What you’ll need to make this work
You’ll need a Daylite Cloud account, a Zapier account, and a Google Forms account that you use to collect new leads or signups on your website.
We suggest creating a new keyword in Daylite first so that you can tag your new contacts and opportunities created through Zapier. This way you know which contacts have come through Google Forms and you can build Smart Lists by filtering based on the keyword to know which people to follow up with.
Setup your zap
When you log into Zapier, you can search for Daylite to find our Daylite Zapbook. Here you’ll want to choose the zap that creates a new person and opportunity from a Google Form.
From there, follow the Zapier instructions to log into Google Forms and connect it to your Daylite Cloud account.
Once your zap is setup, you can start using it to automate creating new contacts and opportunities in Daylite from your online Google Forms. As soon as someone fills out your Google Form, Zapier will automatically pull that info and use it to create a new contact and opportunity in Daylite. You can then use your new keyword to filter for people or opportunities in Daylite that were created from Goole Forms.
This way you always have an updated Smart List of opportunities created by Zapier, so you can always keep on top of new leads.
By integrating Daylite and Google Forms through Zapier, this saves you time and avoids the manual entry of creating a new contact and/or opportunity.
Read this help article for full instructions on how to create this workflow.