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hey everyone, just created my account. im coming from a mix of google forms + zapier + google sheets and hoping to consolidate everything here
our setup right now: google form collects leads > zapier sends them to a google sheet > someone manually emails them > another zapier puts them in our crm. its a mess of disconnected tools and stuff breaks constantly
wheres the best place to start? should i build the form first, set up the table first, or start with the workflow? any getting started guide or video that actually walks through a real use case?
welcome! honestly the best way to start is to build one end-to-end flow. pick your simplest use case (probably the lead capture) and build: form > workflow > table
start with the form, get it collecting data. then create a table to store submissions. then build a workflow that connects them. once you see data flowing through the whole thing the rest clicks pretty fast
+1 to what mike said. build one thing end to end before trying to migrate everything at once. we made the mistake of trying to rebuild all 15 of our zaps in the first week and got overwhelmed
thanks both! going to start with the lead capture form. quick follow up - do i need to create the table first or does the form automatically create one when submissions come in?
you can do either. if you build the form first you can point it at a new table during setup. or create the table first with the columns you want and connect the form to it. either way works
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