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
- Ananya IyerNewGet a quote · Website · just now
- Rahul MehtaCame in again ×2Google Sheets · 9 min ago
- Sneha DasNewFacebook lead form · Zapier · 40 min ago
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.
yourshop.in/contactGet a quoteNameAnanya IyerWhatsApp number+91 97••• ••532Send enquiryInterested inBulk order, 200 unitsGoogle Sheets and Forms
Each new row or Google Form response is sent as a lead, with a short Apps Script.
Leads sheetApps Script → capture linkname phone city Rahul Mehta 98••• ••187 Kolkata Sent Meera Kapoor 98••• ••902 Delhi Sent Aman Verma 99••• ••311 Pune New row Your own fields
A question named like one of your contact fields is saved into it; the rest stays on the timeline.
Fields the link understandsname→Namephone→WhatsApp numberbudget→Budget (your field)preferred_time→Kept on the timeline
No duplicate leads
The same person twice is one lead, marked “Came in again”.
Recent captures- Ananya IyerNewGet a quote · Website · just now
- Rahul MehtaCame in again ×2Google Sheets · 9 min ago
- Sneha DasNewFacebook lead form · Zapier · 40 min ago
A number already in the CRM is updated, never duplicated
Setup
Connect your forms and sheets in 3 steps
- 1In Fliok
Turn on lead capture
Settings → CRM → Lead capture: switch it on and copy your private link.
- 2In Your form or sheet
Point it at the link
Guides in Settings for HTML forms, WordPress, Google Sheets, Zapier, Make, Pabbly and cURL.
- 3In Fliok
Send a test lead
One click sends a test through the real link, so you see it arrive.
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.
- 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.
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.
The lead is updated, not duplicated, and the capture list shows “Came in again”.
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