Automate the collection and storage of data for a more personalized customer onboarding experience with our Google Forms integration!
- Spin up a project-specific Google Forms link that can be added to tasks as a merge tag
- Customers can take action from task assignment emails, and once a form is completed, the GUIDEcx task is automatically marked “Done”
- Form questions and answers are added to the project as a new note
Through Recipe Builder, you can customize the Google forms integration even further by using form responses to trigger additional actions. For example:
- Mark unneeded tasks as N/A
- Create new tasks
- Send Slack messages
Check out our #integrationoftheweek --->