Create opportunities in BoondManager from new Google Forms responses
Apps used in template
About
This template periodically creates new opportunities in BoondManager based on new Google Forms responses.
The template is using this sample Google Form. Please make a copy and don't make any changes to our sample form. Thank you!
The template also expects that the form responses are stored in a Google Sheets spreadsheet.
The template is scheduled to run every hour. You can change this after you set up the template.
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This template regularly checks for deal updates in Bitrix24 and uses the retrieved information to create rows in Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as the destination for the Bitrix24 deals. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Every time a new contact is created in Bitrix24, Make will automatically add that contact to your Google Sheets spreadsheet as a new row. The template uses this example spreadsheet.
Every time a new user is created in Kizeo Forms, Make will automatically add that person to a new row in your Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time someone answers a selected Typeform question, Make will automatically add that answer to a new row in your Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time a new form is submitted in Getform, Make will automatically add a new row to a Google Sheets spreadsheet.
The template expects your form to have the following fields:
- Name
- Message
More information on how to create this sample form here.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Appends a new response to the bottom of the Google Sheets table.
Creates a new candidate.
Creates a new company.
Creates a new contact.
Creates a new form.
Creates a new resource.
Creates a new action.
Creates a new opportunity.
Deletes the selected company.
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