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Question

Possible to send Google Form submissions to CRM as documents?

  • 20 January 2022
  • 1 reply
  • 13 views
G

Is it possible to have an entire form submission sent as a document from Google Form into my CRM? :grinning:

 

It doesnt really matter the format so .doc, PDF, xlsx, csv, etc. It is just for rebuttal purposes with clients so as long as the info is there then it’s cool. 

 

I have spent about 3 hours so far looking at this with no luck.

 

Any help is greatly appreciated.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @gorilla 

What is your CRM app?

Try using the GDocs Create Doc from Template action.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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