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Dealboard + Google Forms

Dealboard + Google Forms integrations

Create Dealboard leads from new Google Forms responses

A Google Form is the fastest way to collect interest, but every response still has to be typed into your pipeline by hand. This template creates a lead in Dealboard for each new form response, carrying the name, email, company and message the person entered. Leads arrive in Dealboard's inbox ready to qualify and promote to a deal, so nothing is lost between the form and the follow-up.

When this happens...
New Form ResponseTriggers when a new form response is received.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in the inbox, with source and campaign attribution.
ActionWrite

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More things you can do with Google Forms and Dealboard

Discover other triggers and actions you can use with Google Forms and Dealboard

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
  Required
- Only These Stages
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write

- Board
  Required
- Deal
  Required
- Move to Stage
  Required
Action
Write
- Name or Company
  Required
- Board
- Which Deals
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
- Deal
  Required
- Note
  Required
Action
Write
- Board
- First Name
- Last Name
- Work Email
- Phone
- Company
- Company Website
- Message
- How They Heard About You
- Source
- Submitted from URL
- Page Title
- Referrer
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Ads Click Parameter (GCLID)
Action
Write
- Board
- Deal
  Required
- Deal Name
- Company
- Amount
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Write
- Name or Company
  Required
- Board
  Required
- Which Deals
- Deal Name
  Required
- Company
- Amount
- Stage
- Primary Contact Name
- Primary Contact Title
- Primary Contact Email
- Primary Contact Phone
- Primary Contact LinkedIn
- Key Terms
Action
Search or write

About Dealboard

Dealboard is a visual deal tracker for founders and small teams who would rather close deals than configure software.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Google

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