Session 5: Connect With Google Form & Sheet

Learn how to integrate Google Forms and Google Sheets with your ABC Salesbot automations to streamline data collection and management.

Google Forms Integration

Google Forms provides a powerful way to collect information from prospects and customers. In this session, you'll learn how to:

1. Create effective forms that capture essential information
2. Connect form submissions to your ABC Salesbot account
3. Trigger automations based on form submissions
4. Use form data to personalize your follow-up messages

Google Sheets Integration

Google Sheets can serve as a powerful database for your leads and customer information. We'll cover:

1. Setting up a Google Sheet to store and organize lead data
2. Creating two-way synchronization between ABC Salesbot and Google Sheets
3. Using Google Sheets for reporting and analytics
4. Automating data updates and maintenance

Practical Applications

During this session, we'll explore practical use cases such as:

• Creating a lead capture system with automatic follow-up
• Building a customer feedback collection and response system
• Developing a quote request and fulfillment workflow
• Setting up a meeting scheduling process

Step-by-Step Implementation

We'll provide detailed, step-by-step instructions for:

1. Setting up the necessary API connections
2. Configuring webhooks and triggers
3. Mapping data fields between systems
4. Testing and troubleshooting your integration

Next Steps

In Session 6, you'll learn advanced AI automation techniques to take your sales processes to the next level.