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Your No-code and AI Automation PartnerAutomate Salesforce updates with Google Forms
Reduce manual data entry and errors by automating Salesforce updates post-client meetings using Google Forms and Make. This automation ensures timely and accurate record-keeping, enhancing your CRM efficiency.
When an Event Ends
1. Trigger Post-Meeting Survey
Trigger a survey when a Google Calendar event ends.
Send a Survey
2. Email Survey to Attendees
Automatically email a Google Form to meeting attendees.
Parse Responses
3. Collect Survey Responses
Gather and parse survey responses from Google Forms.
Update Contact Record
4. Update Salesforce Records
Automatically update Salesforce contact records with parsed data.
- Repeat -
Automation Benefits
Automation Benefits
Explore the numerous benefits this automation brings to your business processes.
Time Savings
Save hours by automating post-meeting data entry.
Improved Data Accuracy
Reduce errors with automated data collection and entry.
Enhanced Productivity
Focus on high-value tasks instead of manual data input.
Better CRM Insights
Accurate data leads to better sales forecasting and management.
Seamless Workflow
Smooth integration between apps ensures a seamless process.
Scalability
Easily scale operations with automated processes in place.
Features
Key Features of Automation
Unlock efficiency with these standout features that ensure your CRM is always up-to-date.
- 1Automated Data Collection
Gather data effortlessly through automated Google Forms surveys.
- 2Error-Free Updates
Eliminate human error by automating data input into Salesforce.
- 3Seamless Integration
Effortlessly connect Google Calendar, Google Forms, and Salesforce with Make.
Outcomes
Expected Outcomes
Experience transformative outcomes that drive your business forward.
80%
Reduced Data Entry Time
95%
Increased CRM Accuracy
70%
Enhanced Meeting Efficiency
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FAQ
Automation FAQs
Get answers to common questions about implementing this automation.
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.