Automating the collection of client data greatly simplifies the work of your business. Using the Google Forms and Zapier integration, you can automatically create clients in RemOnline without manual data entry. In this article, we'll take a step-by-step look at how to set up a Google Form, connect it to RemOnline via Zapier, and transfer data to your CRM system quickly and accurately.

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1. Go to Google Forms.
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2. Create a form with a few basic questions to collect information to create a client.
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Since Zapier only allows you to transfer information to system fields, you don't need to create forms with many questions.

If you have custom fields that are required, you will need to make them non-mandatory, as you will not be able to transfer this data through Zapier, and therefore no clients will be created. If you have any system fields that are required, you should definitely add a corresponding question to your Google form.

Here is a list of the data you need to collect:

The following data is standard for client forms and can be transferred through this integration, so we recommend asking for it as well, especially if it is set as required in your client form:

💡 Tips
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1. Make these fields mandatory.
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2. We recommend that in the questions in the Google form, or in the description to the question, you specify in what format the phone number and email data should be entered. For example:
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Please note that the phone number must be entered in the international format with the country code, i.e. in the following format: +440675676767.
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Once the form is created, fill it out with the correctly formatted data so that it is easy to match this data with RemOnline's data when setting up the connection.
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The next step is to set up the connection.

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1. Go to Settings > Integrations > Zapier and click Learn how.
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2. Sign in to your Zapier account.
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3. Find the connection “Generate new RemOnline clients from new Google Forms responses” and click Use this workflow.
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Click on the Google Forms block and fill in the fields as follows:

Click Continue.
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In the Form field, select the Google form you created. If you have just created it, and it does not appear in the list, click Refresh results.
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Click Continue.
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Click Test trigger.
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Several records of your completed form are displayed here. We recommend selecting the record that you created when testing the form in step 1.
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Then click Continue with selected record.
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If you do not have such a record, you can edit the one that was created automatically.
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To do this, click on the record, then on Edit, and make the necessary changes in the fields you need (make sure that the email and phone number are in the correct format).
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The edited record appears in the list. Select it and click Continue with selected record.
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Click on the RemOnline block and fill in the required fields:

If you have not yet created a connection between RemOnline and Zapier using an API key, then:
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1. Click + Connect a new account.
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2. In the window that opens, paste the API key, which you can copy to RemOnline on the Settings > API page.
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3. Click Yes, continue to Remonline and select this account in the field.
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Click Continue.

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Here, you need to map the fields in your Google form to the fields in the customer's card in RemOnline.
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To do this, click on the required field, then press the “/” symbol on the keyboard or “+” in the field and find the question and answer from your form that correspond to the field in the data list.
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For example, in the Email field, select the question with the answer about email.
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☝️ Be sure to fill in the First name field, because without it, you cannot create a client.
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There are also system fields here that you fill in directly in the RemOnline system, such as client discounts, Conflict check box, Supplier check box, etc. Therefore, these fields can be left without any data.
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However, if you plan to use this form only for suppliers, or as part of a specific marketing campaign (for example, on your website), you can set standard values in the fields you need.
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For example, select the “Website” option in the “Marketing source” field if the link to this form is only available on your website.
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After filling in the fields you need, click Continue.

Click Test step to test the connection. This step is optional, but you will be able to immediately check if everything is working correctly and if the client will be created in RemOnline.
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If everything is set up correctly, a client with your test data will be created in RemOnline.
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If any fields are missing or the data is incorrect (e.g., Email in the wrong format), Zapier will display it, and you can double-check that all the data is correct.
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Once you're done with the settings, click Publish.
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You're done! Your connection has been successfully created! From now on, every time you fill out a form in RemOnline, a client will be created with the appropriate data.
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All your created connections can be viewed both on the Settings > Integrations > Zapier page in RemOnline and in your Zapier profile on the Zaps page.

To edit a connection, find it in the list of your connections, open it, and click Edit zap.
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To disable a connection, open it and click the Turn Zap off slider.
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You can delete a connection on the Zaps page of your Zapier account. To do this, find the desired connection, click on Options, and then Delete.