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amoCRM adds Google Sheets & Forms

May 14, 2020

new integration amoCRM and Google Sheets and Forms

Whether you’re gathering product feedback or asking clients to subscribe to your newsletter, amoCRM’s new integration with Google Sheets and Forms will make this process even more painless.

Google Sheets and Google Forms are some of Google Drive’s most popular free tools. Whether you enter data into your spreadsheets manually or gather Google Forms entries, you don’t need to waste time transferring information into your amoCRM. The new integration automatically sends it to your amoCRM account. No need to juggle files for exporting and importing.

How it works

You can use amoCRM with Google Sheets or take advantage of the connection between Google Forms and Sheets. Here’s how:

1. Google Forms syncs with Google Sheets

Every new form response is added as a new row in Google Sheets.

2. Google Sheets syncs with amoCRM

Every new row in your spreadsheet creates a new lead in your amoCRM pipeline.

Watch data appear in real-time

Google Drive’s tools present many opportunities for businesses to improve and grow. Now, as soon as you open a spreadsheet and start typing or send out a survey to multiple people at once, you’ll see your amoCRM in sync with spreadsheets and forms.

Google Sheets and Forms in amoCRM

The auto-update feature allows you to track everything in real-time, view all client requests and respond to them quickly on the go. The most interesting thing is that you can:

  • Choose which field in the column matches the field in amoCRM
  • Map to custom fields that you’ve created in amoCRM
  • Create new fields while mapping
  • Add tags and choose a responsible user

Let’s take a look at some examples of data that you could make via Forms that directly gets stored in your amoCRM account:

1. Getting customer feedback

One way to understand your company’s performance or how your product is meeting your clients’ expectations is by gathering customer feedback. Plus, your business can benefit from this survey.

All you need to do is create a short Google Form with a few fields. You can ask direct questions or make your answers multiple choice. Whatever the design you choose, all new entries will automatically and neatly appear in your amoCRM keeping everything in order.

2. Request a quote

You can capture leads by adding a request form on your website. This form allows you to gather your leads. Now you can automatically integrate it with your amoCRM, build your contact list and win sales faster.

3. Event registrations

Another way you could use a Google Form is by making a customized registration for your upcoming webinar. Your form can collect your attendees’ names and contact information to send them more details and reminders about the upcoming event. Don’t worry — you’ll have it all in your CRM.

Improve your workflow w/ Google sheets + amoCRM integrationTry it free for 14 days

4. Newsletter sign up

If you would like to ask people whether they want to subscribe to your weekly or monthly news, one of the easiest ways to do it is also through a form. Simply create and form describing your newsletter content and provide the option to sign up for it. When someone is interested and adds their email to the form, it will automatically be added to your amoCRM account.

amoCRM adds Google Sheets and Forms

As soon as your answers and requests get to the spreadsheet, amoCRM instantly collects and displays them as Incoming leads. It can also land them to a specific stage in your pipeline.

Automate forms into leads

amoCRM will automate your workflow so that every new Google Form entry ends up in your amoCRM account as a lead. Moreover, your converted lead will contain all the information and tags necessary for your sales team to work on!

Ready to connect Google Sheets and amoCRM?Try it for Free today

Irina Kvashali

Writer @ amoCRM

A marketing enthusiast. Let's make sales happen!