Google Forms integration with Pipeliner Cloud
How to Add new Google Forms responses as contacts in Pipeliner Cloud
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Google Forms responses as contacts in Pipeliner Cloud" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pipeliner Cloud integrations
Pipeliner Cloud actions
Nekton can use any feature that is available in Pipeliner Cloud API.
Using our advanced AI, you can easily create custom automations for Pipeliner Cloud.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a new Contact.
Create Opportunity
Create a new Opportunity.
Update Account
Update an existing Account.
Update Contact
Update an existing Contact.
Update Opportunity
Update an existing Opportunity.
Find Account
Find an existing Account. Optionally, create one if Account is not found.
About Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.