Easily automate lead creation in Orderry by connecting Google Forms with Zapier. This step-by-step guide will show you how to set up a form, link it to Orderry, and ensure the right data flows seamlessly—saving you time and reducing manual work!
Step 1. Create a Google form
1. Go to Google Forms.
2. Create a form with a few basic questions to collect information to create a lead.
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 leads will be created. If you have any system fields that are required, you should definitely add a corresponding question to your Google form or pre-fill them during Zap creation according to the further instructions.
Here is a list of the data you need to collect:
First name - this data is required, as it is impossible to create a lead without a first name in Orderry.
Phone number - also required, in the correct format with the country code;
The rest of the system data can be transferred through this integration, so you can ask it as well, especially if it is set as required in your lead form, for example email, the reason for contacting, the urgency etc.
💡 Tips
1. Make the required fields mandatory.
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 (if you request it) data should be entered. For example:
Please note that the phone number must be entered in the international format with the country code, i.e. in the following format: +10675676767.
Once the form is created, fill it out with the correctly formatted data so that it is easy to match this data with Orderry data when setting up the connection.
The next step is to set up the connection.
Step 2. Create a workflow between a Google form and Orderry via Zapier
1. Go to Settings > Integrations > Zapier and click Learn how.
2. Sign in to your Zapier account.
3. Click Create workflow.
Setting up a Google Form connection
Setup stage
Add Google Forms block.
Fill in the fields as follows:
App - Google forms;
Trigger event - New form response;
Account - add the Google account where you created the form for new leads.
Click Continue.
Configure stage
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.
Click Continue.
Test stage
Click Test trigger.
Several records of your completed form are displayed here. We recommend selecting the record that you created when testing the form in step 1.
Then click Continue with selected record.
If you do not have such a record, you can edit the one that was created automatically.
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).
The edited record appears in the list. Select it and click Continue with selected record.
Setting up an Orderry connection
Setup stage
Add on the Orderry block.
Fill in the required fields:
In the App field, specify Orderry.
In the Action event field, select the Create lead option.
In the Account field, select your Orderry account if you have already created a connection from your Zapier profile.
If you have not yet created a connection between Orderry and Zapier using an API key, then:
1. Click + Connect a new account.
2. In the window that opens, paste the API key, which you can copy to Orderry on the Settings > API page.
3. Click Yes, continue to Orderry and select this account in the field.
Click Continue.
Configure stage
Here, you need to map the fields in your Google form to the fields in the lead’s card in Orderry.
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.
For example, in the Phone number field, select the question with the answer about email.
☝️ Be sure to fill in the First name field, because without it, you cannot create a lead.
Lead type ID is a required field in the Zapier integration, so we recommend that you create a lead type specific for this Google-form and pre-fill it with this value.
There are also system fields here that you fill in directly in the Orderry system, such as Manager ID, Location ID etc. Therefore, these fields can be left without any data.
However, if you plan to use this form only for a specific location, or as part of a specific marketing campaign (for example, on your website), you can set standard values in the fields you need.
Also, if you have a question like “What do you need help with?” in your form, you can map it to your “Comment” field and then transfer to your custom field or leave it there.
After filling in the fields you need, click Continue.
Test stage
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 lead will be created in Orderry.
If everything is set up correctly, a lead with your test data will be created in Orderry.
If any fields are missing or the data is incorrect, Zapier will display it, and you can double-check that all the data is correct.
Once you're done with the settings, click Publish.
You're done! Your connection has been successfully created! From now on, every time you fill out a form in Orderry, a lead will be created with the appropriate data.
🔎 Learn more about other possible workflows and how to work with them in this article.