Google Forms Integrations Guide

  • Updated

Kipu CRM allows you to integrate your Google Forms. For steps on connecting your Google webforms with the CRM, follow the step below.

Creating Google Form

  1. Visit https://forms.google.com/ to create a new Google Form.2023-03-29_10-13-30.png
  2. Select your desired template option.2023-03-29_10-13-30.png

Google Add-ons

  1. Once you have created your Google Form, click the vertical ellipsis then select Get Add-Ons2023-03-29_10-53-27.png
    1. Important: If you need more assistance building your web form, please visit Google Support.
  2. From the Google Workspace Marketplace, search for Email Notifications for Forms. Select the option seen in the image below.2023-03-29_10-58-41.png
  3. Click on the Install button.2023-03-29_11-16-14.png
  4. Once the add-on has been installed, return to your Google Form. Click on the Add-Ons icon. 2023-03-29_11-22-06.png
  5. Select Email Notifications for Google Forms.2023-03-29_16-05-21.png

Creating Webhooks

  1. Select Webhooks for Google Forms. 2023-03-29_16-10-11.png
  2. Then click Create Webhook. 2023-03-29_16-12-26.png
    • Note: Your Kipu CRM forms webhook URL is required for the following instructions. Please contact CRMsupport@kipuhealth.com to request your webhook URL.
  3. Fill out the following fields in the Webhooks modal:
    • Webhook Name: Enter the webhook name (here Kipu CRM Webhook).
    • Method: Choose Post from the dropdown.
    • Request URL: Paste the Kipu CRM Webhook URL provided by the CRM department here.
  4. Click Request Body and choose appication/json from the Content Type drop-down.2023-03-29_16-25-51.png
  5. Label your keys in the table. Each key corresponds to a field on the form. See the proper key label examples below.
    • First_name: First Name Field
      • Left Column: First_Name with no spaces or special characters
      • Right Column: {{(Field Label}}
  6. Be sure to add a key for form_id and enter a numerical value of your choosing.2023-03-30_10-29-24.png
  7. Don't forget to Save.2023-03-30_14-29-00.png

Your Google Form is now ready! Please send your Kipu CRM support specialist a screenshot of the keys above to finalize the mapping portion of the process.

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