How long does it take you to add a client service quality survey to your order process, or to set up registration for a seminar? Finalizing forms, writing technical tasks for programmers, integrating a new promo page into a company site or management system...
Google Forms Integration
And what if you only thought of these things today, when you should have started them awhile ago?
Google Forms is an easy way to conduct surveys, organize event registration, or receive orders/requests from clients. Google Forms makes creating and distributing forms quick and easy. What's more, Planfix simplifies the gathering and processing of information you receive from these forms.
Here are the advantages to integrating Planfix and Google Forms:
You can set up a processing sequence for surveys and requests you receive. This sequence can be complex or simple, and it can link different employees at different stages.
Conveniently process requests
People who fill out your form will automatically be added to your Planfix contact database. Moreover, you can add a special flag to these contacts if need be.
Automatically create contacts
Data a client enters into a form will be entered into the corresponding fields of a Planfix task and can be used in reports or documents automatically created using templates.
Conveniently manage data
Data a client enters into a form will be entered into the corresponding fields of a Planfix task and can be used in reports or documents automatically created using templates.
Create different reports
You don't need any programmers or specialized knowledge to set up this integration. Our simple instructional video will help you. Anyone with a computer can do it.
