Google Docs form integration
Each form fill makes a Google Doc from your own template, with every answer in its place.
StarterOn Starter and up. Free plan, no card needed.
What you can do with Google Docs
Tags show the plan a workflow starts on.
A doc per fill
StarterEach fill makes a new Google Doc from your template, named for the form and the person.
Tags in your template
StarterWrite {{Question label}} where an answer goes, plus {{name}}, {{email}} and {{date}}.
Never twice
StarterA send that runs again finds the document it made, so there's never a second one.
A link on each fill
StarterEach fill in Claritia links to its Google Docs document.
Any form
Quotes, intakes, agreements and order forms.
Never lost
StarterEvery fill is saved in Claritia first. If Google Docs is busy, the send tries again.
Connect Google Docs in a few minutes
- 01
Connect Google Docs
Go to Settings, then Integrations, and sign in with Google.
- 02
Pick the template
Open the form's Sync tab, add Google Docs and paste your template doc's link.
- 03
Publish
Each new fill makes a Google Doc.
Forms to start with
Each one is a real form you can fill in now, ready to send to Google Docs.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
DocuSignSend to sign
PandaDocA document sent to the person
HubSpotContacts, owners and booking
SalesforceLeads, contacts and owners
Google CalendarBusy times and Meet links
OutlookBusy times and Teams links
ZoomA link for each meeting
SlackLead alerts and /book
WebflowEmbeds and your own forms
StripePayments and paid meetingsQuestions
Something else? hello@tryclaritia.com
What stays from my template?
The text with each paragraph's heading style, and bold, italic and underline. Tables, pictures, lists, colors and fonts are left out.
Which plan has the Google Docs integration?
Starter and up, from $15/seat/month.