This video shows how to take a Google Form that stores its data in a Google Sheet and uses Zapier.com to send new rows of data to your Realvolve database.
Take a look at this article here for more videos on setting up Zapier!
301: Syncing Google Forms Data into Realvolve
What fields can be imported? And is this just for creating a "Contact" or does this also apply to "Transactions"?
We have our agents turn in a Cover Sheet/Form for New Listings and New Transactions, they use a fillable PDF. Can we create a Google Form that will Create the "Contact" for our admin and therefore not having to re-enter all this information? Can we Launch a WF off a New Listing Form and/or a New Transaction Form?
I second Ron's question.
So you have to also use Zapier???
Same - We have a PDF Form for each transaction. Looking for a way to complete that form with fields from Realvolve or Print "Transaction Information" directly from Realvolve.