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Forms & Google Sheets integration

Forms and sheets, into one WhatsApp CRM

One private link takes leads from any form, sheet or tool. A number already in the CRM is updated, never added twice.

Basic and upAny form or sheetNo duplicate leads

Illustration: a laptop on a desk showing a simple web form, beside a notebook and a cup of chai

What it does

What you get with your forms and sheets

Drawn with the dashboard’s own pieces, with sample data.

  • Any form

    HTML forms post to the link; on WordPress the Fliok plugin picks up Contact Form 7, WPForms and more.

  • Google Sheets and Forms, coming in

    Each new row or Google Form response is sent to Fliok as a lead, with a short Apps Script.

  • Your own fields

    A question named like one of your contact fields is saved into it; the rest stays on the timeline.

  • No duplicate leads

    The same person twice is one lead, marked “Came in again”.

Setup

Connect your forms and sheets in 3 steps

  1. 1In Fliok

    Turn on lead capture

    Settings → CRM → Lead capture: switch it on and copy your private link.

  2. 2In Your form or sheet

    Point it at the link

    Guides in Settings for HTML forms, WordPress, Google Sheets, Zapier, Make, Pabbly and cURL.

  3. 3In Fliok

    Send a test lead

    One click sends a test through the real link, so you see it arrive.

PlanBasic and above
How it connects
Private capture URL
Compare plans

Good to know

  • The link works like a password: only admins and owners see it, and a new one stops the old one at once.
  • It brings leads into Fliok. Rows going out to a spreadsheet are the Google Sheets integration.
  • Zapier, Make and Pabbly post to the same link; they are useful for Facebook lead forms.
  • No message goes out by itself: add an automation (a template, outside 24 hours).
  • Every lead counts toward your contact limit. Over it, the lead is still saved and you are told.

Got questions?

Questions about your forms and sheets

Anything else, ask us.

Do I need Zapier?

No. A form on your site can post straight to the link, and a Google Sheet can send rows with a short Apps Script. Zapier, Make or Pabbly help when a tool can’t send to a link itself, like Facebook lead forms.

Is this the Google Sheets integration?

It is one direction of it: into Fliok. The capture link takes rows from a sheet and makes them leads. To go the other way, with new leads, invoices, payments and bookings added as rows to a spreadsheet of your own, connect Google Sheets under Settings → Integrations.

I have no website. Can I still have a form?

Yes. Build an enquiry form in Fliok and share its link or QR code; its answers arrive as leads through the same intake. The capture link is for forms that live on your own site.

What happens when the same person fills a form twice?

The lead is updated, not duplicated, and the capture list shows “Came in again”.

Which plan do I need?

Basic or above to turn lead capture on: it is part of Automation & CRM.

Every form, one WhatsApp CRM

Start on the Free plan, then connect your forms and sheets on Basic or higher.

Free forever plan · Keep your WhatsApp app