Intake Form integration

Share a form link and each answer becomes a new row in your template.

Available

What the connection does

  • Share a ready-made form by link; the people filling it in need no account
  • Each answer is filed as a row in the template's tab, in that tab's column order
  • Write rows into your Google Sheets copy automatically once Google is connected
  • Keep every entry in your Intake inbox, with CSV export and copy rows for Excel

Setup steps

  1. 1Open Intake in your account and create a link for a template.
  2. 2Select Connect Google and approve access, then choose your copy of the template for the link.
  3. 3Copy the link and share it by message, email or on your website.
  4. 4Watch entries arrive in the spreadsheet and in the inbox. Use Export CSV or Copy rows for Excel.

Templates that support Intake Form

1 of our templates.