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Client Intake Automation: Google Form → Drive Folder + Welcome Email

This Zap automates your client onboarding process from a Google Form submission. Once a new client submits the form: 1. A personalized folder is created in Google Drive. 2. A branded welcome email is sent via Gmail using form data. You can fully customize the Google Form to collect the fields you need (e.g. client name, company name, service type), and adjust the welcome email content to match your tone and brand experience.

SYSTEMIZE STUDIOcreated by SYSTEMIZE STUDIO
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 3 steps

  • 1.5 minutes to set up
  • Get back 1.2 hrs /week
  • 8790 people use this app pairing

This Zap uses the following 3 apps

  • Google Forms Logo
  • Google Drive Logo

More ways to use these popular apps!

Check out all the other ways you can connect Google Formulare and Google Drive,
Learn More