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How to Connect Google Lead Form with MeisterTask

How to Connect Google Lead Form with MeisterTask

How to Connect Google Lead Form with MeisterTask

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

Let's go through the entire Google Lead Form with MeisterTask setup steps together!

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


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

How to Connect Google Lead Form with MeisterTask | 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 MeisterTask | 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 MeisterTask.

How to Connect Google Lead Form with MeisterTask | 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 MeisterTask | Data Source account connection
How to Connect Google Lead Form with MeisterTask | 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 MeisterTask | Data Source account connection

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 MeisterTask | Data Source account connection

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

How to Connect Google Lead Form with MeisterTask |&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 MeisterTask | Data Source account connection

The next step is to select MeisterTask 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 MeisterTask | Data Destination account connection

Specify your username and password for your MeisterTask personal account.

How to Connect Google Lead Form with MeisterTask | 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 MeisterTask | Data Destination account selection

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

First select the Project in which the task will be created.

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

How to Connect Google Lead Form with MeisterTask | 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.

How to Connect Google Lead Form with MeisterTask | Assigning fields
How to Connect Google Lead Form with MeisterTask | Assigning fields
How to Connect Google Lead Form with MeisterTask | Assigning fields

Now you can see Test data.

Click "Send test data to MeisterTask" and check your MeisterTask task.

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 MeisterTask, click "Finish setup".

How to Connect Google Lead Form with MeisterTask | 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 MeisterTask | 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 MeisterTask | Enable auto-update

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

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