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Positioning Assessment
Many small businesses collect enquiries with a Google Form: a quick, free way to take a name and a number. The responses collect in a sheet, and someone has to remember to open it.
Connect the form to Triostack CRM and each response creates a lead with the form's answers on it, assigned to a rep by your rules. The rep can call from an Android phone and set a follow-up at once, while the response is still fresh.
Connection uses the website webhook and the Google ecosystem options in the Integrations Hub. Ask us to confirm the setup for your form.
“Responses used to wait until Friday. Now the rep gets the lead while the customer is still holding their phone.”
Sample team scenario
Illustrative example, not a customer testimonial
Lead Pipeline
Drag deals across your own sales stages
In the Product
Imagine every letter arriving at the right desk the moment it is posted.
Responses arrive live.
Assigned on arrival.
A form you already have.
Platform Integrity
Become leads
To the right rep
From the lead
Scheduled
At a Glance
What changes when a response lands on a rep's list.
| Dimension | Triostack CRM | A Responses Sheet |
|---|---|---|
| Arrival | As a lead in the CRM | A row in a sheet |
| Owner | Assigned by rule | Whoever opens the sheet |
| Calling | From the lead | Copy the number |
| Follow-up | On the lead | A new column |
| History | Calls and chats on the record | None |
Book a walkthrough and we will set up a sandbox with sample leads, a WhatsApp inbox and a pipeline, so you can try it before you commit.
Live Interface Tour
Real screens captured directly from the production Triostack CRM interface.
Webhooks and APIs
Form responses become leads with an owner
Feature Breakdown
Captured directly from the production Triostack CRM interface.
01
CRMHow forms connect.
On this screen: Appointment webhook, Google Calendar, Invoicing, Tickets, Blogs and Expense APIs.
How it fits the plan
Build. Create the form with the fields you need.
Connect. Link it to the CRM.
Practical tip
Make the phone number a required field, and say in the form that someone will call. Response and pick-up both rise.
02
CRMWhere responses land.
On this screen: Every lead with its source, status and owner.
How it fits the plan
Connect. Link it to the CRM.
Route. Choose how leads are assigned.
In real life
Event sign-up
Attendees become leads.
03
CRMWho gets it.
On this screen: Route new leads to the right rep automatically.
How it fits the plan
Route. Choose how leads are assigned.
Call. The rep calls and follows up from the lead.
Watch out for
Using free text for fields you later need to filter on, like city or product.
04
CRMThe first call.
On this screen: Calls from Android phones logged against the lead.
How it fits the plan
Call. The rep calls and follows up from the lead.
Build. Create the form with the fields you need.
Before you start
Execution Plan
Create the form with the fields you need.
Link it to the CRM.
Choose how leads are assigned.
The rep calls and follows up from the lead.
Practical Guide
Before you start
A tip that helps
Make the phone number a required field, and say in the form that someone will call. Response and pick-up both rise.
A common mistake
Using free text for fields you later need to filter on, like city or product.
Availability: Availability can depend on your plan and setup. Please confirm with our team which capabilities are live for your account, and any prerequisites, before you plan around this page.
In Real Life
Scenario 01
Attendees become leads.
Scenario 02
Each response gets a call.
Scenario 03
Interested respondents are followed up.
Straight answers about Google Forms Lead Capture, from setup to what happens next.
Have a question about Google Forms Lead Capture?
Book a free callYes, once the form is connected. Ask us to confirm the setup for your form.
Yes. Assignment rules route each lead to an owner.
Yes, from an Android phone, with the call logged.
See the Integrations Hub for webhooks, ad platforms and more.
Show how connected Google Forms enquiries enter Triostack CRM for lead assignment, GSM calling and follow-up management.
It runs in 4 steps: Build, Connect, Route and Call. Create the form with the fields you need.
The real screens on this page include Lead Pipeline, Lead Follow-Ups, Sales Dashboard and Webhooks & APIs, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
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