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How to Connect Google Lead Form with Smartsheet

How to Connect Google Lead Form with Smartsheet

How to Connect Google Lead Form with Smartsheet

The integration will allow you to get new leads from Google Lead Form and transfer them to Smartsheet. This allows you to efficiently automate workflows and save a lot of time by not having to manually add each row to the table.

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

Navigation:

1. What will integration Google Lead Form with Smartsheet do?
2. How to connect your Google Lead Form account?
3. How to connect your Smartsheet account to?
4. How to set up data transfer to Smartsheet in the selected action? 
5. An example of the data that will be sent to your Smartsheet.
6. Auto-update.

To start setup click "Create Connection".

How to Connect Google Lead Form with Smartsheet | Create connection

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

How to Connect Google Lead Form with Smartsheet | Data Source system selection

Next, you need to specify the system to which the data from the Google Lead Form will be transmitted. In this case, you must specify Smartsheet.

How to Connect Google Lead Form with Smartsheet | Data Destination system selection

The next step is to select the Google Lead Form account from which SaveMyLeads will get the data.
If there are no account 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 Smartsheet | Data Source account
How to Connect Google Lead Form with Smartsheet | Data Source account connection

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

How to Connect Google Lead Form with Smartsheet | Data Source account selection

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

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

Select a lead form from which SaveMyLeads will get leads.

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

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

Enter your Smartsheet account login and password and give SaveMyLeads permission to work with this account.

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

Now you need to assign variables from the Data Source system to the columns of the table you need.

In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
To add a variable, click on the column field and select the desired variable from the drop-down list. Please note that you can use not only Data Source variables, but also manually entered data.  

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

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

Now you see the test data to send to Smartsheet.

Click "Send test data to Smartsheet" and test the table and sheet in Smartsheet.

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

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

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

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