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How to Connect Google Lead Form with AgileCRM Create Contacts

How to Connect Google Lead Form with AgileCRM Create Contacts

How to Connect Google Lead Form with AgileCRM Create Contacts

The integration will allow you to get new leads from Google Lead Form and transfer them to AgileCRM for create contacts. This way you can automate the process of processing data from the Google Lead Form using AgileCRM as efficiently as possible.

Let's go through the entire Google Lead Form with AgileCRM Create Contacts setup steps together!

Navigation:
1. What will integration Google Lead Form with AgileCRM do?
2. How to connect Google Lead Form account?
3. How to connect AgileCRM account?
4. How to setup data transfer from Google Lead Form to AgileCRM?
5. An example of the data that will be sent to your AgileCRM.
6. Auto-update.


To start setup new connection, click "Create connection".

How to Connect Google Lead Form with AgileCRM Create Contacts | Create connection

Select a system as the Data Source. In this case, you must specify the Google Lead Form.

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Source system selection

Next, you need to specify the system to which the data from the Google Lead Form will be transferred. In this case, you must specify AgileCRM Create Contacts.

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination system selection

The next step is to select Google Lead Form account from which SaveMyLeads get leads.

If there are no accounts connected to the system, click "Connect account".

If desired, you can change its name or simply click "Continue".

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Source account connection
How to Connect Google Lead Form with AgileCRM Create Contacts | Data Source account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Source account selection

Next, you need to copy the "URL for receiving data", click "Continue" and go to your Google Lead Form account.

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Source account connection

In the account, you need to select the lead form you need.

How to Connect Google Lead Form with AgileCRM Create Contacts |&nbsp;Data Source account connection<br>

Now you need to do the following:

1 - paste the copied URL into the Webhook URL;

2 - insert the end of the URL link into the Key;

3 - click on the "Send test data";

4 - save changes.

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Source account connection

The next step is to select AgileCRM account to which leads will be sent.

If there are no accounts connected to the system, click "Connect account".

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination account connection

Next, you need to enter the values, where:
- Domain - URL of your AgileCRM page.
- Login - login under which you enter your AgileCRM personal account.
- API key or password - API key in AgileCRM.

Then go to "Admin Settings" of your AgileCRM account. After that, go to the "Developers & API" tab, copy your API key and paste it into the appropriate field in the SaveMyLeads.

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination account connection
How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination account connection
How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination account connection
How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination account connection

When the connected account is displayed in the "active accounts" list, select it for further work.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

How to Connect Google Lead Form with AgileCRM Create Contacts | Data Destination account selection

Now you need to assign variables to the required fields to send data to AgileCRM.

Select the required Google Lead Form data, click on the parameter and it will be assigned to the selected AgileCRM field.

How to Connect Google Lead Form with AgileCRM Create Contacts | Assigning fields

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.

Click "Continue" when you're done with assigning fields.

Please note that you can use not only Google Lead Form variables, but also manually entered data. Also, all these data can be combined with each other.

How to Connect Google Lead Form with AgileCRM Create Contacts | Assigning fields
How to Connect Google Lead Form with AgileCRM Create Contacts | Assigning fields
How to Connect Google Lead Form with AgileCRM Create Contacts | Assigning fields

Now you can see Test data.

Click "Send test data to AgileCRM" and check your AgileCRM account.

If something does not suit you, click "Back" and go back one step.

In order for data from Google Lead Form to be transferred multi-venously to AgileCRM, click "Finish setup".

How to Connect Google Lead Form with AgileCRM Create Contacts | Test data

On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.

How to Connect Google Lead Form with AgileCRM Create Contacts | Name and group connection

When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.

How to Connect Google Lead Form with AgileCRM Create Contacts | Enable auto-update

This completes the integration setup between Google Lead Form and AgileCRM Create Contacts! See how easy it is!?

Now you don't have to worry, SaveMyLeads will do everything on its own!