Google Forms and Close CRM Integration

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Automatically create or update Close CRM leads from new Google Forms submissions. Latenode's visual editor and affordable pricing lets you build complex workflows without code, scaling automations using custom logic.

Swap Apps

Google Forms

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Forms and Close CRM

Create a New Scenario to Connect Google Forms and Close CRM

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Close CRM will be your first step. To do this, click "Choose an app," find Google Forms or Close CRM, and select the appropriate trigger to start the scenario.

Add the Google Forms Node

Select the Google Forms node from the app selection panel on the right.

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Google Forms

Configure the Google Forms

Click on the Google Forms node to configure it. You can modify the Google Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Close CRM Node

Next, click the plus (+) icon on the Google Forms node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.

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Authenticate Close CRM

Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.

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Sign In

Run node once

Configure the Google Forms and Close CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

Run node once

Set Up the Google Forms and Close CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Forms, Close CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Google Forms and Close CRM integration works as expected. Depending on your setup, data should flow between Google Forms and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Forms and Close CRM

Google Forms + Close CRM + Google Sheets: When a new form is submitted in Google Forms, a new lead is created in Close CRM. The form response data is then added as a new row in a Google Sheet for tracking and analysis.

Close CRM + Google Forms + Slack: When a lead's status is changed in Close CRM, a customer satisfaction survey is sent via Google Forms. Once the form is submitted, a notification is sent to a specified Slack channel.

Google Forms and Close CRM integration alternatives

About Google Forms

Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

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FAQ Google Forms and Close CRM

How can I connect my Google Forms account to Close CRM using Latenode?

To connect your Google Forms account to Close CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Forms and click on "Connect".
  • Authenticate your Google Forms and Close CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create leads from form submissions?

Yes, you can! Latenode automates lead creation in Close CRM from new Google Forms submissions, saving your sales team valuable time and ensuring no lead is missed.

What types of tasks can I perform by integrating Google Forms with Close CRM?

Integrating Google Forms with Close CRM allows you to perform various tasks, including:

  • Create new Close CRM leads from Google Forms responses.
  • Update existing Close CRM leads with form submission data.
  • Send automated follow-up emails based on form answers.
  • Trigger internal notifications for urgent form responses.
  • Log form submission details as notes within Close CRM.

How do I map Google Forms fields to Close CRM lead fields?

Latenode's visual editor lets you easily map fields. Use drag-and-drop to connect form data to the appropriate Close CRM lead properties.

Are there any limitations to the Google Forms and Close CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex conditional logic may require custom JavaScript.
  • File uploads from Google Forms have size restrictions.
  • Changes in Google Forms structure might require workflow updates.

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