{"id":173,"date":"2025-05-02T14:06:06","date_gmt":"2025-05-02T14:06:06","guid":{"rendered":"https:\/\/znicrm.com\/guide\/?p=173"},"modified":"2025-05-02T14:09:10","modified_gmt":"2025-05-02T14:09:10","slug":"connect-google-form-or-google-sheets-with-crm","status":"publish","type":"post","link":"https:\/\/znicrm.com\/guide\/173\/connect-google-form-or-google-sheets-with-crm\/","title":{"rendered":"Connect Google Form or Google Sheets With CRM"},"content":{"rendered":"\n<p>To integrate the ZNICRM WebLead API with Google Forms, follow these steps:<\/p>\n\n\n\n<h2>Step 1: Generate Your ZNICRM API Key<\/h2>\n\n\n\n<ol><li><strong>Log in<\/strong> to your ZNICRM dashboard.<\/li><li>Navigate to <strong>Settings<\/strong>.<\/li><li>In the left menu, select <strong>Developers \u2192 API Key<\/strong>. <a href=\"https:\/\/znicrm.com\/guide\/144\/how-to-generate-api-key-for-crm\/\">How To Generate API Key For CRM<\/a><\/li><li>Click the <strong>\u201cAdd Key\u201d<\/strong> button to generate a new API key.<\/li><li>Copy and securely store the generated API key.<\/li><\/ol>\n\n\n\n<h2>Step 2: Create and Link Your Google Form<\/h2>\n\n\n\n<ol><li><strong>Create<\/strong> your Google Form with the necessary fields (e.g., Name, Email, Phone).<\/li><li>Click on the <strong>Responses<\/strong> tab.<\/li><li>Click the <strong>\u201cLink to Sheets\u201d<\/strong> icon to create a linked Google Sheet that will store form responses.<\/li><\/ol>\n\n\n\n<h2>Set Up Google Apps Script<\/h2>\n\n\n\n<ol><li>Open the linked Google Sheet.<\/li><li>Click on <strong>Extensions \u2192 Apps Script<\/strong>.<\/li><li>Delete any existing code in the script editor and replace it with the following:<\/li><\/ol>\n\n\n\n<pre class=\"wp-block-code\"><code>function onFormSubmit(e) {\n  var responses = e.values;\n\n  \/\/ Adjust indices based on your form's structure\n  var leadName = responses&#91;1];  \/\/ Assuming 'Name' is the second column\n  var leadEmail = responses&#91;2]; \/\/ Assuming 'Email' is the third column\n  var leadPhone = responses&#91;3]; \/\/ Assuming 'Phone' is the fourth column\n\n  var apiKey = 'YOUR_API_KEY'; \/\/ Replace with your actual API key\n  var departmentId = ''; \/\/ Optional: Replace with your department ID if applicable\n  var leadQuery = 'Form submission from Google Forms';\n  var leadConversionPage = 'Google Form';\n  var leadIP = ''; \/\/ Optional: You can capture the IP if available\n\n  var params = {\n    apikey: apiKey,\n    leadName: leadName,\n    leadEmail: leadEmail,\n    leadPhone: leadPhone,\n    department: departmentId,\n    leadQuery: leadQuery,\n    leadConversionPage: leadConversionPage,\n    leadIP: leadIP\n  };\n\n  var queryString = Object.keys(params)\n    .map(function(key) {\n      return encodeURIComponent(key) + '=' + encodeURIComponent(params&#91;key]);\n    })\n    .join('&amp;');\n\n  var url = 'https:\/\/api.intueri.io\/weblead.php?' + queryString;\n\n  try {\n    var response = UrlFetchApp.fetch(url);\n    Logger.log('Response: ' + response.getContentText());\n  } catch (error) {\n    Logger.log('Error: ' + error);\n  }\n}\n<\/code><\/pre>\n\n\n\n<p><strong>Note:<\/strong> Adjust the <code>responses<\/code> indices to match the order of your form fields. The first element (<code>responses[0]<\/code>) is the timestamp.<\/p>\n\n\n\n<h2>Step 4: Set Up a Trigger for Form Submissions<\/h2>\n\n\n\n<ol><li>In the Apps Script editor, click on the <strong>Triggers<\/strong> icon (clock symbol) in the left sidebar.<\/li><li>Click <strong>\u201c+ Add Trigger\u201d<\/strong>.<\/li><li>Set the following:<ul><li><strong>Choose which function to run:<\/strong> <code>onFormSubmit<\/code><\/li><li><strong>Choose which deployment should run:<\/strong> <code>Head<\/code><\/li><li><strong>Select event source:<\/strong> <code>From spreadsheet<\/code><\/li><li><strong>Select event type:<\/strong> <code>On form submit<\/code><\/li><\/ul><\/li><li>Click <strong>Save<\/strong> and authorize the script when prompted.<\/li><\/ol>\n\n\n\n<h2>Test the Integration<\/h2>\n\n\n\n<ol><li class=\"\">Submit a test entry through your Google Form.<\/li><li class=\"\">Check your ZNICRM dashboard to verify that the lead has been created.<\/li><li class=\"\">In the Apps Script editor, view the <strong>Logs<\/strong> (via <strong>View \u2192 Logs<\/strong>) to see the response from the API.<\/li><\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2>Additional Notes<\/h2>\n\n\n\n<ul><li><strong>Mandatory Fields:<\/strong> Ensure that either <code>leadPhone<\/code> or <code>leadEmail<\/code> is provided, as at least one is required by the API.<\/li><li><strong>Rate Limiting:<\/strong> The API allows up to 60 requests per minute.<\/li><li><strong>Error Handling:<\/strong> Consider enhancing the script with additional error handling and notifications as needed.<\/li><li>Full API documentation is available at <a href=\"https:\/\/hd.znicrm.com\/art\/weblead-api\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/hd.znicrm.com\/art\/weblead-api<\/a> <\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>To integrate the ZNICRM WebLead API with Google Forms, follow these steps: Step 1: Generate Your ZNICRM API Key Log in to your ZNICRM dashboard. Navigate to Settings. In the left menu, select Developers \u2192 API Key. How To Generate API Key For CRM Click the \u201cAdd Key\u201d button to generate a new API key. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[30,32,33,34,35],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Connect Google Form or Google Sheets With CRM - ZNICRM Guide<\/title>\n<meta name=\"description\" content=\"Learn how to capture leads from google sheet or google form automatically into CRM. 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