- Basic Set Up
- Contact Configuration
- Link the Data Destination to Forms
- Testing and Troubleshooting
The Google Contact Data Destination uses information from a submitted form to add a new contact to a Google account. This data destination is most often used with another data destination (like a Google Drive Data Destination) to safely back up the rest of your valuable data.
The destination cannot update existing contacts. If the contact information collected from the form matches that of an existing contact, a duplicate contact will still be created. To avoid this, configure filtering so that is only sent if a question like "New Customer?" is answered "Yes."
Google Contacts is essentially an online address book. It is automatically integrated with other Google services (Drive, Calendar, Gmail, etc), making your contact list available on any device, from anywhere, as long as you are connected to your Google account.
- Create the data destination following the instructions here.
- Destination Basics: Name the destination. Optionally choose to auto-link forms and documents to this destination.
- Add Filtering: With a filter set up, form submissions will only be sent through the destination if the filter is met. Read more here.
- Connection: Set up a Google Connection or choose an existing connection.
- Set up the Contact Configuration tab as discussed below.
Google contacts can be sorted into "groups." Use Data Record Expression Language to dynamically sort new contacts into groups. For example, entering %a[Group] here could put the contact into a group named after the answer to a question with the label "Group."
Other Contact Fields
Use Data Record Expression Language to reference answers in the form.
- Note: if collecting email and phone number data with the Google Contact data source, ensure that the question in the form is of the correct corresponding data type to ensure proper formatting (i.e. a question collecting an email should be of an email data type).
In order for the destination to send any submitted form data, it must first be connected to the form. This is done in the Data Destinations tab of the form builder.
Data destinations should be configured and tested carefully before using them in production. This is key to ensuring that ProntoForms data is received correctly. Please consult the recommendations for testing and troubleshooting data destinations.