Complete Google Forms Automation & CRM Integration | Klaviyo + Slack + Email Workflow

Complete Google Forms Automation & CRM Integration | Klaviyo + Slack + Email Workflow

In this video, I walk you through a complete automation system I built that connects Google Forms to multiple business platforms, eliminating manual data entry and enabling instant lead response.

This project involved creating a sophisticated multi-platform automation system that transformed the client's lead capture process. Starting with Google Forms as the entry point, I built a seamless data flow that automatically routes information to multiple destinations without human intervention.

The system captures every form submission and instantly logs it into a primary Google Sheet with proper field mapping and formatting. A secondary backup sheet maintains data redundancy for reporting purposes. Real-time notifications were configured through both Email and Slack channels, ensuring the entire team stays informed immediately when new leads arrive.

The crown jewel of this automation is the Klaviyo CRM integration, which automatically creates new contact records with all relevant information while preventing duplicate entries. Every component was thoroughly tested to ensure reliability and data accuracy.

✨ Key Features & Benefits
✅ Zero manual data entry required
✅ Response time reduced from hours to seconds
✅ Multi-platform data synchronization
✅ Automated lead capture and CRM record creation
✅ Team notification system via Email and Slack
✅ Scalable architecture for future expansion
✅ Complete data backup and organization

The client received complete documentation and a video walkthrough, empowering them to understand and maintain the system independently.