Apizeal + Google Forms

Create or update Apizeal leads from new Google Forms responses

Streamline your lead management process with this workflow. With every new response on your Google Forms, it instantaneously creates or updates a lead in the Apizeal app. This automation swiftly eliminates the need for manual entry, ensuring that no lead details get missed and giving you the opportunity to respond to potential clients more promptly. Get started with this efficient and time-saving workflow to enhance your lead management efforts.

When this happens...
New Form Response
Triggers when a new form response is received.
TriggerInstant
automatically do this!
Create/Update Lead
Triggers when a new lead is created in Apizeal
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write

- First Name
- Last Name
- Full Name
- Email AddressRequired
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access RoleRequired
- Source (Integration Name)
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Contact IDRequired
- Product Type
Action
Search

- FormRequired
Trigger
Instant
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Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
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- TitleRequired
- Description
- StartRequired
- EndRequired
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write
- Effective DateRequired
- Program IDRequired
- User ID
- Income
- Address (JSON)
- Policy Holder First NameRequired
- Policy Holder Middle Name
- Policy Holder Last Name
- Policy Holder Second Last Name
- Policy Holder Email
- Policy Holder Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant?
- Members (JSON array)
- Quantity of Members
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Last NameRequired
- Email addressRequired
- PhoneRequired
- Date of BirthRequired
- Search in Contacts, Leads, or both
Action
Search
- Last NameRequired
- Date of BirthRequired
- Zip CodeRequired
- Product Type
Action
Search