How to Connect Google Forms to Google Sheets

Google Forms and Google Sheets can be the dynamic duo in helping you generate, manage, and convert your leads efficiently. Forms is an efficient tool you can use to capture leads online while Sheets can help you track and manage leads effectively.

That being said, manually transferring data from Google Forms to Google Sheets can be quite time-consuming. This can lead to missed opportunities as you’ll likely overlook some leads or reach out to them late. 

How about syncing these tools with each other so you receive data in real-time on your Sheets?

This article shows you how to connect your Google Forms to Google Sheets so you can be more efficient at reaching your leads. We’ll also show you the best way to manage your leads from Google Forms. 

Why connect Google Forms to Google Sheets?

By connecting Google Forms to Sheets, you’ll not just save a lot of time and effort but also enhance your sales process, which improves your chances of converting your leads into customers. Here are a few important reasons why you should connect Google Forms to Sheets:

• Automatic data entry: Connecting Google Forms and Sheets means every response you receive on Google Form is automatically recorded on your Google Sheets. This saves a significant amount of time and reduces the possibilities of manual errors.
• Instant sales action: Being able to view and analyse lead information in real-time on Sheets allows you to take immediate action. This is crucial as reaching out to leads quickly improves your chances of getting a response and ultimately closing a sale.
• Streamlined workflows: Automating the flow of information among your tools significantly streamlines your sales workflows. For instance, a new lead submission on Google Forms will trigger actions in Sheets, such as assigning tasks or messaging the lead.

Suggested Read:
How to Integrate Google Forms with WhatsApp
How to get Instant Notifications for Google Form Submissions

How to connect Google Forms to Google Sheets

Like mentioned above, manually transferring data from Google Forms to Sheets is tedious. You wouldn’t want to do that if you really want to streamline your workflow and improve your lead conversion rate. Luckily, Google Forms comes with a feature that allows you to record your leads in real time on your Google Sheets. You can set it up in seconds. 

Here’s how to connect Google Forms to Google Sheets.

Step 1. On your Form, go to the Responses tab. 

In the responses tab, you’ll see the Link to Sheets option. Click on that.

Step 2. A window will pop up with two options: Create a new spreadsheet and Select existing spreadsheet. Choose the option you prefer.   

If you choose Create a new Spreadsheet, Forms will create a new spreadsheet with the questions automatically filled in the columns. New Google Forms responses will be recorded on designated columns. You can also edit how you want to label your questions.  

If you choose Select an existing spreadsheet, you’ll be redirected to your Drive where you can choose where to record lead submissions. 

Your Google Forms responses will now be automatically recorded on your Sheets. 

Now that you know how to automatically receive Google Forms leads to your Sheets, let’s talk about the benefits. 

Benefits of receiving Google Form responses on Google Sheets

Google Sheets is an excellent basic data analysis tool and a decent CRM. Here are some benefits of receiving Google Form responses on Google Sheets: 

• Central location for managing your lead data: Google Sheets can handle data from multiple sources. With this, you’ll be able to operate your workflow from a central location. Also, the details of your leads will remain on your sheets even if you delete them from your Forms.  
• Immediate lead outreach: Real-time data sync from Google Forms submissions means you and your team can access the lead data instantly, from anywhere. This allows for quick follow-ups, which plays a crucial role in the success of your sales process.
• Improved collaboration: You can effortlessly share Google Sheets data across your team and ensure everyone is updated with the latest information.
• Lead qualification: Google Sheets allows you to easily sort and filter leads. This helps prioritise follow-ups based on criterias like interest, budget, relevance, etc.
• Excellent data visualisation and analysis: Google Sheets is a powerful tool to visualise data. The charts and graphs you can produce in it can help you identify trends, such as peak periods for lead generation or sources that are generating more qualified leads. This can be crucial for improving your approach to lead generation over time.
• Cost-effective lead management: Cost is a crucial factor for small businesses. Google Sheets offers a basic, cost-effective solution to manage your leads from Google Forms without needing the expertise of expensive CRM systems.

Limitations of connecting Google Forms with Google Sheets

Although Google Forms and Sheets is a great combination for managing your leads, Sheets may lack some features that you’ll want to run your sales process even more smoothly. 

First, the default notification system for new updates in sheets may not meet your needs, especially if you want instant alerts on your devices. Google Sheets notifications are limited to emails. 

Additionally, Google Sheets doesn’t offer great user experience across all devices. You may find it complicated to manage your leads with Sheets if you’re a mobile-first business. 

Also, Sheets only offers basic reporting tools. It might not be the go-to tool for extensive reporting and analytics.

You may not want to rely on Sheets when it comes to tracking sales steps as it doesn’t offer built-in sales pipeline management systems like CRMs. Some processes may need manual workarounds. 

If you’re looking for advanced automation, keep in mind that automation in Google Sheets rely on add-ons and integration with external tools. The platform also lacks built-in tools for lead nurturing sequences. 

Some additional drawbacks include concerns around data privacy and limited scalability.    

Connect Google Forms with Privyr to manage leads from your smartphone

Though Google Sheets can be an amazing tool to manage your leads, one of its major drawbacks is its user experience in mobile devices. If you’re a mobile-first business that’s always on the go, Sheets might not be the right tool to run your sales workflows. 

But don’t worry! Here’s an alternative: Privyr is a mobile-first CRM that helps you run your sales process from the comforts of your smartphone. This light yet powerful tool helps you significantly improve your sales by automating crucial lead management steps like receiving leads from Google Forms and other unlimited sources, receiving automatic follow-up reminders, and tracking and updating leads based on their activities. What’s more! Privyr allows you to reach out to your new leads via popular messaging apps like WhatsApp, iMessage, or SMS in one tap with auto-personalised messages.  

Receive real-time notifications of new Google Forms submission on your smartphone and instantly add them to your sales process. Here’s how to connect your Google Forms with Privyr: 

Step 1. Visit www.privyr.com and create your free account. Downloading your new leads from Google Forms to your phone is free. Privyr allows you to automatically sync all your new leads from all your lead sources – with no limitations. 

Step 2. Once you’ve created your account, install the app on your mobile device. Privyr is available on both the App Store and Google Play Store. 

Step 3. Sign in to your Google account and find the form you wish to connect. Click the ⋮ (More) button and click Script Editor. Delete the existing code in Code.gs tab. 

Step 4. Go to your Privyr account and copy the integration script from the Google Forms integration page. 

Step 5. Paste  the integration script in the Code.gs tab on your Google Forms. Ensure the Code.gs box is empty before pasting your integration script. 

Step 6. Expand Deploy and click New Deployment. Select Web App from Select Type and click Deploy. Accept the required permissions by clicking the Authorise Access button. You will see Deployment Successfully Updated.

Step 7. Click Done and then click Run. 

You’ve now integrated Google Forms with Privyr. You’ll start receiving new leads on your smartphone in real time.  

Here’s how to instantly contact new leads via Privyr 

Once you’ve connected Privyr with your Google Forms, you’ll start receiving real-time lead notifications on your smartphone every time a new lead submits their details on Google Forms. You can tap on the notification for further details. 

You’ll then be navigated to your Privyr App where you can see the full details of your new lead. On the bottom, there’s a Quick Response button. Tapping on the button will take you to the messages page where you can choose to contact the lead via your preferred messaging app such as WhatsApp or SMS.

You can then choose an auto-personalised message template saved on Privyr and send it. This process takes only a few seconds! 

Why use Privyr to manage your Google Forms responses from your smartphone

Privyr offers incredible features to improve your sales. Here are some benefits that come with this tool:  

Effortless to use: Privyr doesn’t come with a steep learning curve. While it’s a powerful CRM, Privyr works just like any other app on your smartphone. It’s super user-friendly as you can learn to use it within seconds. 

All-in-one tool: Privyr is a versatile platform that doesn’t require additional tools to connect with your lead sources or messaging platforms. It’s designed to keep your workflow simple and efficient.   

Real-time lead alerts: With Privyr, you’ll receive instant alerts for new leads on your phone, ensuring you’ll never miss out on a single potential customer. And you can just tap to call or message immediately with an auto-personalised message.

Instant lead access: Privyr provides immediate access to leads as soon as they fill out and submit their response on Google Forms. You can act on new submissions from anywhere and increase the chances of conversion.

Next level customer interaction: Privyr allows you to contact your new leads immediately via popular messaging apps like WhatsApp, iMessage, and SMS with auto-personalised messages. By scheduling automatic follow-ups, the tool also ensures you’re consistently communicating with your potential leads. 

Streamlined sales process: A Google Forms + Privyr integration significantly speeds up your sales process. The app helps you ensure a seamless flow of information from the initial lead capture step until the final sale and continuous maintenance of customer relationships. It eliminates manual data entry for you while reducing potential human errors – speeding up your sales cycle. 

Improved collaboration: Privyr allows easy sharing of information and collaboration among team members. You can share updated customer information, insights, and even assign leads to your team members from your mobile with a few taps. You can learn more about Privyr for Teams here.

Conclusion

Google Sheets is an awesome tool for keeping track of your Google Forms leads. It’s a reliable, cost-effective tool that helps you manage and analyse your sales process easily. That being said, it might not be the best platform to manage your lead data, especially when you work primarily from your mobile phone. Unlike modern CRMs, it comes with limited automation features and analytical capabilities. Also, if you’re generating leads from sources other than Google Forms, you may need an external tool to automatically sync leads to your Sheets. 

However, at the end of the day, choosing the right tool boils down to what you need. If your workflow is smooth and you’re happy with how things are running, you should be fine with whatever platform you’re using.