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Automate 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
Solution
1. Trigger Post-Meeting Survey

Trigger a survey when a Google Calendar event ends.

Send a Survey
Solution
2. Email Survey to Attendees

Automatically email a Google Form to meeting attendees.

Parse Responses
Solution
3. Collect Survey Responses

Gather and parse survey responses from Google Forms.

Update Contact Record
Solution
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.

  • 1
    Automated Data Collection

    Gather data effortlessly through automated Google Forms surveys.

  • 2
    Error-Free Updates

    Eliminate human error by automating data input into Salesforce.

  • 3
    Seamless Integration

    Effortlessly connect Google Calendar, Google Forms, and Salesforce with Make.

Feature

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 is 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

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