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How to Connect Google Lead Form with Wrike

How to Connect Google Lead Form with Wrike

How to Connect Google Lead Form with Wrike

The integration will allow you to get new leads from Google Lead Form and transfer them to Wrike to create new tasks. This will allow you to efficiently automate your workflows and save a lot of time by eliminating the need to manually create tasks.

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

Navigation:

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

To start setup click "Create Connection".

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

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

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

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

Select a lead form from which SaveMyLeads will get leads.

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

The next step is to select the Wrike account to which the data will be sent.

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

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

Specify your login and password for your Wrike personal account and provide permission to work with this account.

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

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

First you need to choose Parent folder and Task type, to which SaveMyLeads will send lead data.

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

Note that you can pass not only variables from the source, but also combine them with system data such as date, time, month, year, and day, if necessary.  

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

Now  see the test data that will be send to Wrike.

Click "Send test data to Wrike" and go to the Wrike cabinet in the appropriate group to test the connection.

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

If everything suits you, click "Finish setup" to continue the setup.  

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

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

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