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KWIGA help center CRM Working with contacts (clients) Adding Contacts from Google Forms and Google Sheets to the Kwiga CRM

Adding Contacts from Google Forms and Google Sheets to the Kwiga CRM

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1 month ago • Updated

This article explains how to automate the transfer of customer data from Google Forms to the Kwiga CRM via Google Sheets.

If you use Google Forms to collect customer data and want to add this information to your CRM, follow the steps described below to automate the data transfer.
Note that when filling out a Google Form, the data must be sent to a Google Sheet (this is configured in the Google Form settings). 

  1. Open the Google Sheet - If you are using a Google Form, make sure that the form data is already being sent to the sheet: the first row should contain the question titles from the form.

  2. Go to the Script Editor - In the top menu, click: Extensions → Apps Script. By default, you will be taken to the Code.gs file.

  3. Delete the default code in the file. Use the integration script (available via the provided link), making the necessary changes. ссылке), внеся необходимые изменения. 

3.1 Changes in the fieldMap object:
 Specify:

  • On the left — the exact question name from the Google Form (as it appears in the table column header).

  • On the right — the field name from Kwiga's public API for creating a contact. You can check the required field names in the documentation: https://api-doc.kwiga.com/#create-contact 

For example: "Enter your email": "email"

3.2 Edit the tag assigned to contacts from Google Sheets. If you don’t need to use a tag, delete or comment out the line. In the current script version, such contacts receive the tag google form request. 

  • data['tags'] = ['google form request'];

3.3 Add your values from the Kwiga Public API. You can find them in your account (Click avatar → All settings → API). Activate API usage to see your keys. 

"Token": "YOUR_TOKEN_HERE",          

"Cabinet-Hash": "YOUR_CABINET_HASH"  

3.4  Click Save.

  1. Open the Triggers menu on the left:

Click Add Trigger. In the list of events, select On form submit. You can edit error notification settings; leave all other values unchanged.

Click Save (sometimes, when saving for the first time, an error 401 may appear. Click Save again and go through the authorization process to confirm the save).

After adding the script as described, contact data submitted via the Google Form and entered into the table will automatically be transferred to the Kwiga CRM.