You will need the following tools:
Google Forms (Free)
REISift account
Zapier
If you have not integrated your REISift account with Zapier, check out the Zapier Integration article.
Note: Zapier access is by private invite link located in the article above
Creating the Form
Start off on a blank page in Google Chrome. Click on the dots icon on the right side of the page for Google apps and click Forms.
You can create a form by clicking blank under Start a new form.
For this example we are creating a New Lead form with the following questions: First Name, Last Name, Property Address (required), Property State (required), Property Zip (required), Phone Number (required), Email and Notes. The Notes form field answer type is paragraph, all other answers are short answer.
Tip for the Assign to section so you don't have to retype the email each time: Click on the settings gear at the top right corner. Review the settings and confirm they match the options below:
Once you confirm the settings are correct, save and click over to Responses.
Then click View responses in Sheets.
If you see Create Spreadsheet instead of View responses in Sheets, follow the steps below to create a spreadsheet.
Under Select Response Destination, select Create a new spreadsheet and name the response. In this example we are creating a form for New Leads so we have named the response New Leads Responses
Click Create after naming the spreadsheet. This will save the spreadsheet to your Google drive. You can click view in spreadsheet and this will take you directly to the spreadsheet.
Now that your questions and responses are created, click send in the top right corner.
Next click the link icon and you can shorten the URL so it is easier to share.
You can also get a pre-filled link by clicking the 3 dots and prefilled link. This allows you to put your lead manager's email address in the Assign to field so the form will automatically fill in their email address.
Creating a Zap
Now you will need to create the Zap to send this information directly to your REISift account. Go to Zapier and click Create Zap.
Trigger
After clicking Create Zap, search for Google Forms. Under Trigger Event choose New response in Spreadsheet and click continue.
Next you’ll choose an account. This will be Google Forms and your email address.
After choosing the account you’ll set up the trigger. Choose the spreadsheet, which will be the name of your Google form, and the worksheet, which will be the name of your response spreadsheet.
Click continue then test the trigger.
Note: If you have not submitted any responses in Google web form, Zapier will not return any results.
Action
Under action you’ll search for REISift and choose the most recent version (the version with the highest number). For Action Event, select Create/Update Property.
Next you’ll choose your REISift account and click continue. If you do not see your account here, that means you have not integrated with Zapier. Please see Zapier Integration to learn how to integrate.
Complete the following items in Set up action:
Property’s Lists (in this video we use Referral)
Property’s Street
Property’s City
Property’s State
Postal Code
Property Status
Owner First Name
Owner Last Name
Phone 1
Email 1
*Note version 1.0.17 of REISift in Zapier has New Lead available to select under Property Status. For previous versions, you will need to select Custom and type in new_lead
If you are wanting to trigger a sequence by this property status, do not update the property status in this create/update event.
Instead, click the plus sign under the create/update event and add a new event to Add Status to Property, select the property status and map the property address fields. Then save and test your zap.
Changing the status in a separate event allows the status to be be changed AFTER the property record is created so the sequence can be triggered.
See a video example here.
Optional: You can also complete the assign to section if you’re wanting to assign to another user in your REISift account.
Once complete, click continue then test & continue.
You can verify it is sent to REISift by going back to your REISift account and searching the address in your records. Be sure to toggle to incomplete or all records. This record will come through as incomplete data since you do not have the owner's mailing address.
Click Turn on Zap to complete.
Note: It can take a few minutes for this process to update. If your Zap does not work or there is something that seems off, go to Zapier under Zaps and click the “i” icon to view zap details.
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