KPL-1614
Google Forms Teamleader

Keep Google Forms and Teamleader updated automatically.

Today someone reads the message, and after that it still has to land somewhere else before anything happens. This connector fixes that, and we build it on request: what happens in Google Forms lands in Teamleader by itself, in the shape Teamleader expects. Tell us what you need and we agree exactly what should travel.

ContactsLeadsNotes
The problem

What this connector takes off your hands

  • Today someone reads the message, and after that it still has to land somewhere else before anything happens.

  • Today you create contacts and deals by hand, first searching whether someone already exists so you do not add a duplicate. Everyone skips that search sometimes, and then there are two.

What you get out of it

What Google Forms to Teamleader saves you

  • Record every new request via Google Forms against the right customer in Teamleader.
  • Record every appointment booked via Google Forms against the right customer in Teamleader.
  • Record a Google Forms message left unanswered against the right customer in Teamleader.
The link

What travels across the link

Everything this connector moves between Google Forms and Teamleader, and how often.

  1. Contacts

    to Teamleader automatically

    The person or company lands on the right contact in Teamleader, found by email, so you create nothing twice.

  2. Leads

    to Teamleader automatically

    Every new enquiry becomes a lead in Teamleader, so follow-up does not hang off a stray email.

  3. Notes

    to Teamleader automatically

    The details land as a note on the contact in Teamleader, so the picture of that contact stays complete.

Both sides

What each side expects

Google Forms and Teamleader do not describe the world the same way. This is what has to line up.

Teamleader

Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link Google Forms to Teamleader. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Google Forms. Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • An account you administer, and the inbox or channel involved.
  • A Teamleader account you administer. You grant Schakel access once through Teamleader itself.

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect Google Forms to Teamleader?

Yes. Schakel connects through the official APIs of Google Forms and Teamleader, so you install nothing on your own server and nothing travels outside those two parties.

Does the connector prevent duplicate contacts in Teamleader?

Yes. Contacts are matched by email, so an existing customer in Teamleader is updated rather than a second one appearing.

Which contact in Teamleader does the information from Google Forms land on?

The contact that matches on email. If it does not exist yet, it is created with the details that come across from Google Forms.

How are the Google Forms fields mapped to Teamleader?

You set once which field from Google Forms belongs where in Teamleader. After that every new submission lands in the right place automatically.

What does connecting Google Forms and Teamleader cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does Google Forms sync with Teamleader?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What if someone fills in the Google Forms form twice?

Then it checks by email whether the contact already exists, so you do not create a duplicate in Teamleader.

What if Google Forms or Teamleader is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

Missing something you need?

Tell us what Google Forms and Teamleader should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.