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
- Visit https://forms.google.com/ to create a new Google Form.
- Select your desired template option.
Google Add-ons
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Once you have created your Google Form, click the vertical ellipsis then select Get Add-Ons.
- Important: If you need more assistance building your web form, please visit Google Support.
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From the Google Workspace Marketplace, search for Email Notifications for Forms. Select the option seen in the image below.
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Click on the Install button.
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Once the add-on has been installed, return to your Google Form. Click on the Add-Ons icon.
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Select Email Notifications for Google Forms.
Creating Webhooks
- Select Webhooks for Google Forms.
- Then click Create Webhook.
- Note: Your Kipu CRM forms webhook URL is required for the following instructions. Please contact CRMsupport@kipuhealth.com to request your webhook URL.
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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.
- Click Request Body and choose appication/json from the Content Type drop-down.
- Label your keys in the table. Each key corresponds to a field on the form. See the proper key label examples below.
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First_name: First Name Field
- Left Column: First_Name with no spaces or special characters
- Right Column: {{(Field Label}}
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First_name: First Name Field
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Be sure to add a key for form_id and enter a numerical value of your choosing.
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Don't forget to Save.
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.