Pipe Dream

Unlock the ability to customise your business process using a Google Forms & Sheets Integration. Using our Google Forms Work Entry Prepopulator, you can provide your staff with a link that will prefill your own customised Google Form just as they finish their Work Entry with all the details you need. Using Google Forms & Sheets you can create your own custom reports, remind staff to complete certain tasks upon work completion, or even track specific things like membership sales and upsells.

In order to create Google Forms and Sheets, you need to have a Google Account, and will need to log in to Google Drive. From Google Drive, you will be able to create a new Google Form which you can configure to add rows to a Google Sheet spreadsheet every time the Google Form is submitted. You can then link that Google Form to PipeDream so that every Work Entry you make will have a link to add a new entry there. Watch this video to see how to do all that, and see the Prefill Mapping Table below to link the right data to the right form entry.

When you click the 3-dotted menu button in the top-right to "Get pre-filled link", you'll need to enter in the following data for each WorkEntry/Job Attribute that you want prepopulated in your google form. This is how Pipe Dream knows what information to prefill where.