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How to Connect Google Lead Form with Microsoft Outlook

How to Connect Google Lead Form with Microsoft Outlook

How to Connect Google Lead Form with Microsoft Outlook 

The integration will allow you to get new leads from Google Lead Form and transfer them to Microsoft Outlook for sending notification emails. For example, you can write to potential clients that their application has been accepted for work and they will be called back soon or send personalized profitable offers. This way you can automate the process of processing data from the Google Lead Form using Microsoft Outlook as efficiently as possible.

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

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

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

How to Connect Google Lead Form with Microsoft Outlook | 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 Microsoft Outlook | 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 Microsoft Outlook.

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

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

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

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

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

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

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 Microsoft Outlook | Data Source account connection

The next step is to select a Microsoft Outlook 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 Microsoft Outlook | Data Destination account connection

Enter your Microsoft Outlook account login and password.

How to Connect Google Lead Form with Microsoft Outlook | Data Destination account connection

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

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

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

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

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

How to Connect Google Lead Form with Microsoft Outlook | 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, for example, you can write a profitable offer for customers in the body of the email. Also, all these data can be combined with each other. Just add the text you need in the required field or insert another parameter.

How to Connect Google Lead Form with Microsoft Outlook | Assigning fields

Now you can see Test data.

Click "Send test data to Microsoft Outlook" and check your Microsoft Outlook sent emails folder.

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 Microsoft Outlook , click "Finish setup".

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

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

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