BoardCRM + Google Forms

Create BoardCRM deals from new Google Forms responses

When you have a new Google Forms response, a BoardCRM deal will be created automatically.

When this happens...
New Form Response
Triggers when a new form response is received.
TriggerInstant
automatically do this!
Create Deal
Creates a new Deal
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is failed.
Trigger
Polling
Try It
Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
Try It

Update Deal
Triggers when a deal is updated.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is successful.
Trigger
Polling
Try It

- Deal IDRequired
- Tag
Action
Write
- Deal IDRequired
- Deal Start Time
- Deal End Time
Action
Write
- Deal IDRequired
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

- FormRequired
Trigger
Instant
Try It
Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
Try It
Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
Try It
Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
Try It
- Deal IDRequired
- Comment Content
Action
Write
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write
- Deal IDRequired
- New Status
Action
Write

About BoardCRM

Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.