Integration with Google Form - App Script
Google Form Integration Tutorial
This guide explains how to integrate Google Forms with ABC Sales AI, allowing you to capture form submissions and automate follow-ups.
1. Setting Up Your Google Form
- Name Your Form: Give your Google Form a clear, descriptive name.
- Collect Essential Information:
- Name: Always include and make required
- Email: Add an Email field
- Phone: Include with country code instruction (e.g., "+60" for Malaysia)
- Add Custom Questions: Include relevant questions like "Education level" or "Interested subject".
- Connect to Google Sheet:
- Go to the "Responses" tab
- Click the Google Sheets icon to link responses
2. Integrating via Google Sheet
- Access App Script: In your Google Sheet, go to Extensions → App Script.
- Copy the Integration Script:
- In ABC Sales AI, go to Integration
- Find Google Sheet integration section
- Copy the provided script
- Paste and Modify:
- Update \sheetName\ to your sheet's tab name (e.g., "Form Responses 1")
- Add a tag to identify leads (e.g., "Google Form")
- Link your automation's Slot ID
- Map column names exactly to your sheet headers
- Save the Script
3. Setting Up Triggers for Automation
Add "On edit" Trigger:
- Click Triggers (clock icon) in App Script
- Click Add Trigger
- Select your function (e.g., \
pushAllRows\) - Set event type to On edit
- Click Save and authorize
Add "On form submit" Trigger:
- Click Add Trigger again
- Select your function
- Set event type to On form submit ← Critical for Google Forms!
- Click Save and authorize
4. Testing the Integration
- Publish and Share your Google Form
- Submit a Test Entry (use incognito window)
- Verify in ABC Sales AI:
- Check your automation
- Confirm contact appears with correct tags
- Verify source shows "Google Form"
- Ensure follow-up messages are triggered