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Google Forms Form Sync Instructions

Google Forms - Form Sync Integration

Google Forms Integration

Connect your Google Forms directly to Perfex CRM. When someone submits a Google Form, the data is automatically sent to your TruDriveSync using Google Apps Script webhooks.

Prerequisites

Before you begin, make sure you have:

  • Active Google account
  • Google Form created
  • Access to Google Apps Script editor
  • FormSync module installed and activated in TruDriveSync

Quick Setup Guide

Follow these seven steps to connect your Google Forms to TruDriveSync:

Step 1: Enable Google Forms Integration

  1. Log in to your TruDriveSync admin panel
  2. Navigate to Setup → FormSync → Settings
  3. Find the Google Forms section
  4. Check "Enable Google Forms Integration"
  5. Click Save

*The Google Forms integration must be enabled before you can receive webhooks from Google Forms.

Step 2: Create a Form Configuration

  1. Go to Setup → FormSync → Form Configurations
  2. Click Add
  3. Fill in the configuration details
  4. Click Save
  • Provider
    Type
    required
    Description

    Select "Google Forms"

  • Name
    Form Name
    Type
    required
    Description

    e.g., "Contact Form" or "Newsletter Signup"

  • Name
    Form ID
    Type
    required
    Description

    e.g., "contact-form" or "newsletter" (keep it simple)

  • Name
    Target Type
    Type
    required
    Description

    "Lead" or "Customer"

  • Name
    Webhook Secret
    Type
    optional
    Description

    Recommended for security

  • Name
    Enabled
    Type
    required
    Description

    ✓ Check this box

Step 3: Copy the Webhook URL

  1. Find your configuration in the list
  2. Click the copy button (📋) next to the Webhook URL
  3. The URL looks like:

Step 4: Set Up Google Apps Script

  1. Open your Google Form
  2. Click the three dots menu (⋮) in the top right
  3. Select "Script editor"
  4. Copy and paste the following Apps Script code
  5. Replace YOUR_WEBHOOK_URL_HERE with your webhook URL from Step 3
  6. Replace YOUR_FORM_ID_HERE with your Form ID
  7. (Optional) Add webhook secret if configured
  8. Save the script (Ctrl+S or Cmd+S)

Step 5: Set Up the Trigger

  1. In the Apps Script editor, click "Triggers" (clock icon) in the left sidebar
  2. Click "+ Add Trigger"
  3. Configure:
    • Function: Select onFormSubmit
    • Event source: Select "From form"
    • Event type: Select "On form submit"
  4. Click "Save"
  5. Authorize the script when prompted (click "Review permissions" → "Allow")

*You'll need to authorize the script to send webhooks. This is a one-time setup per Google account.

Step 6: Map Your Fields

  1. Submit a test form on your Google Form
  2. Go back to Form Configurations in Perfex CRM
  3. Click the chain icon (🔗) next to your form
  4. Wait for fields to load
  5. Map each form field to a CRM field
  6. Click Save
  • Email Address
    Description

    → Email (required for duplicate detection)

  • Name
    Name
    Description

    → Name (for Leads) or First Name (for Customers)

  • Name
    Phone
    Description

    → Phone Number

  • Name
    Company
    Description

    → Company

  • Name
    Message
    Description

    → Description

*If no fields appear in the mapping interface, submit a test form first. Fields are discovered from actual submissions.

Step 7: Test Your Setup

  1. Submit a test form on your Google Form
  2. Go to Setup → FormSync → Logs
  3. Verify your submission appears with "Success" status
  4. Check that a Lead/Customer was created in your CRM

Google Forms Data Format

Google Forms sends form data with question titles as field names:

Google Apps Script Headers

When configured with a webhook secret, the script includes this header:

  • Name
    X-FormSync-Secret
    Type
    string
    Description

    HMAC signature for verification (if secret is configured)

Security

To verify that webhooks are genuinely from your Google Form, FormSync can validate the signature:

  1. Set a Webhook Secret in your form configuration
  2. Add the same secret in your Apps Script code
  3. FormSync will automatically verify the X-FormSync-Secret header

If the signatures don't match, the submission is rejected.

Frequently Asked Questions

Do I need a paid Google account?

No, Google Forms and Apps Script are free with any Google account.

Can I use multiple Google Forms?

Yes! Create a separate form configuration for each form. Each form gets its own Form ID, webhook URL, and field mappings.

What if I change my form questions?

Submit a test form with the new questions, then update your field mappings in Form Configurations.

Is the webhook secret required?

No, the webhook secret is optional but recommended for security. If you don't set one, the integration will still work.

Why isn't my script running?

Check these common issues:

  1. Trigger not set up — Verify the trigger is configured correctly
  2. Script not authorized — Check script has proper permissions
  3. Function name mismatch — Ensure function is named exactly onFormSubmit
  4. Review execution logs — Check Apps Script execution history for errors

My submissions are showing as "Failed" — what's wrong?

Check these common causes:

  1. Field mappings not configured — Set up field mappings in Form Configurations
  2. Provider not enabled — Enable Google Forms in Settings
  3. Form configuration disabled — Ensure "Enabled" is checked
  4. Webhook URL incorrect — Verify the URL in your Apps Script matches the one in FormSync
  5. View the error message in Logs for specific details

Can I keep Google Forms' built-in email notifications?

Yes! The Apps Script webhook runs in addition to Google Forms' default actions. You can keep email notifications and add the FormSync webhook.

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