Category: Google Spreadsheets

Create a Salesforce Lead from a frevvo form

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In the last post, we described how to integrate a frevvo form/workflow with Quickbooks to create a new customer. Another common integration we see is with Salesforce. Similar to the Quickbooks integration, you can use the combination of Google Sheets + Zapier to make things happen in Salesforce when a frevvo form/workflow is submitted.

For example, let’s say you want to create a new Lead in Salesforce. The process is very simple and similar to the Quickbooks example.

1. Create your Google Sheet

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Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data. The columns in your sheet will depend on your Salesforce Lead fields. You must have a column for each required Lead field.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

 

Choose Salesforce as the Action App, select the Create Lead action, connect your Salesforce account, map fields to setup the Salesforce Lead template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Salesforce lead.

That’s all there is to it. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

[HowTo] Create a Quickbooks customer from frevvo

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As many of you know, it’s trivial to integrate frevvo forms and workflows with Google Sheets. There are many things you can do with this integration but the simplest and most common is to create a new row in the Google Sheet when a form is submitted. By combining this with Zapier’s integration platform, you can accomplish a vast array of integrations.

You can integrate with 100s of systems in this manner e.g. create a new Customer in Quickbooks. Here are the steps (this post has a lot of screenshots):

1. Create your Google Sheet

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Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

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3. Connect the Action of the Zap to Quickbooks Online

Choose Quickbooks Online as the Action App, select the Create Customer action, connect your Quickbooks Online account, map fields to setup the Customer template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Quickbooks customer.

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It’s as easy as that. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

Advanced Form Analytics? Combine frevvo + Google Sheets

We’ve written a series of articles on how frevvo + Google Apps (Sheets, Drive, Maps) can work together to solve business problems. frevvo includes a built-in submission repository that saves all your form and workflow submissions. You can view this data, filter it, and export it using the Submissions Views available in Live Forms. But, you can also combine frevvo + Google Sheets and leverage some sophisticated capabilities that are part of Google Sheets (charts, queries, filters etc.) for powerful data analysis on your submission data.

Geo Location ChartHere’s an example form that you can try. It’s a simple one with a few fields. A survey form for participants in the 2014 World Cup Soccer tournament. The form adds your submission data to this Google Sheet and shows it. When you submit it, you’ll see your submission in the last row.

The spreadsheet also contains two other Tabs: Geo Location and Pie Chart. The Geo Location Tab runs a query on the raw submission data and groups submissions by country. The Sheets Query language is very general and allows SQL-like queries. Once we have the data by country in a nice tabular format, we can generate a nice chart that plots submissions by country on a world map. Easy as pie.

Pledge amount by positionThe Pie Chart Tab, as you might expect, contains a pie chart. It contains a very similar query except that it sums pledge amounts by country and by position. Once again, we have the required data in a table and can easily generate pie charts to report on the data.

In this way, you can easily use frevvo’s Google Connector to save your submissions to Google Sheets. Then, you can use a whole host of built-in features in Google Sheets to analyze your submissions.

Interested in using frevvo with Google Apps? Contact us to learn how you can automate your approval workflows, integrate with Google Apps to manage your documents and use some of Sheets capabilities for advanced reporting.

[Video] 05 ways you can use frevvo + Google Apps today

Customers are combining frevvo + Google Apps in many ways to solve real business problems, and to improve productivity and efficiency. We recently described “05 ways you can benefit from combining frevvo with Google Apps in your organization TODAY” in this recent e-Book. We’ve also created a short (3 min) video that describes the benefits of combining the two.

From dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier and faster.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money. Visit our website to and see how customers are using frevvo today to improve efficiency and productivity.

Google Apps Issues this week “invalid_grant”

A customer reported that their frevvo forms integrated with Google Apps (Sheets, Drive) mysteriously stopped working on Monday. Yesterday our own frevvo Training Registration form which pulls back a list of available training classes from a Google Sheet suddenly failed to populate the class list dropdown from the sheet.

Our frevvo Cloud server log files contained Google “invalid_grant” errors. The Google oauth access token had mysteriously disappeared from the user’s Google Account. Your Google Account connected apps & sites page should look similar to this image below but instead showed that frevvo Live Forms App had gone missing.1-843To solve this, create a new Google frevvo app access token and then update all your forms/flows that used the old missing access token with the new token. This means updating both the Google Sheets frevvo wizard connections and any business rules which used the access token.

We do not yet know why Google automatically deleted the frevvo app access token in our customer’s Google Account or in our own Google Account. We are still investigating and have submitted a bug report with Google.

[eBook] -05- ways you can use frevvo + Google Apps today

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Download e-Book

In previous articles, we’ve described the many ways you can combine frevvo + Google Apps to solve real business problems, improve productivity and efficiency and allow employees to focus on customers, students and patients instead of being bogged down in paperwork.

Download this new e-Book that describes “05 ways you can benefit from combining frevvo with Google Apps in your organization TODAY”.

From dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier and faster.

It’s 2016! There’s simply no excuse for outdated, manual systems that cause delays, result in unhappy employees and wasted time and money.

Learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

[Video] frevvo + Google Apps

Several customers are combining frevvo + Google Apps in interesting and useful ways to solve real business problems. From electronic signatures to dynamic pick lists to using Google Drive as a content repository to approval workflows, the combination just makes completing routine, day-to-day business tasks easier.

Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products work with Google Apps can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of combining the two.

Interested in learning more? Visit our website to and see how customers are using frevvo today to improve efficiency and productivity.