This video will demonstrate how to create a Google Form from Drive, then connect it to Apptivo's CRM. Each person who submits your Google Form will be created as a sales lead inside of the Leads App. A complete guide of the process can be found here: http://www.apptivo.com/google-forms-i... This video will cover the following steps of the process: (1) Creating a new Google Form within Drive (2) Configuring the Form to connect to your Apptivo account (3) Testing the form, and viewing that lead in the CRM For information about other Google Apps integration by Apptivo, see here: http://www.apptivo.com/apptivo-google... What is Apptivo? Apptivo is a cloud based suite of online business management applications covering everything from CRM, Project Management, HR, Supply Chain, and Financials. Apptivo apps are completely integrated and all 40+ apps are available starting at $10/month. No add-ons or limits on customers, projects, invoices, etc... Apptivo is affordable for any business. Get started for free today at http://www.apptivo.com
Apptivo - Steps to Setup Google Forms to Create Leads in CRM System - YouTube | |
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Science & Technology | Upload TimePublished on 1 Apr 2014 |
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