SETUP REQUIRED: If this is your first zap in Coworks, please stop and make sure you've completed the necessary setup steps here. Once you get to section 2, please skip those steps and start here.
Additionally, if you're using a Google Form, make sure that you click "View responses in Sheets" to create a spreadsheet of the form responses.
Example Zap: Replace Member request form with a custom lead form
This zap allows you to build your own lead form to embed on your site, while populating that lead data directly into the Coworks lead CRM. This is a great route if you need to add or customize fields for leads that are not supported in the Coworks website forms.
Pro Tip: Any extra fields on a lead will be stored as custom fields in Coworks
Breakdown of the Zap
App 1: Google Forms (or any form builder)
Trigger: New Entry (triggers when form is submitted)
App 2: Coworks
Action: Create Lead
Summary: When X (form submitted) in Google Forms, do Y (Create Lead) in Coworks
How to set up the Zap
Log in to Zapier
Click on "+ Create Zap" to make a new Zap.
Click on the "Trigger" step. In the modal that appears, select "Google Forms" as the app, and then set the "Event" to "New Form Response."
Select or connect your Google Forms account to Zapier, and choose which Form you'd like to connect to the Coworks CRM.
You can test your trigger at this point.
Select Coworks as the second app, and set the event as "Create Lead."
Choose which campus to use to create this lead, and map the fields from the Google Form to the corresponding fields in Coworks. Any info that doesn't exist as a field in Coworks can be mapped to a custom field using key-value pairs.
After you're finished customizing the new Coworks lead, go ahead and save the Zap and give it a test.
Once successful, turn on your zap and watch your Coworks CRM get populated every time there is a new submission on your Google Form.
Happy Coworking!