Publishing a new client intake form

Cindy Hawkins

How do I do this:  I need to collect data (name, address, etc) from new clients and I have created a Smartsheet for basic data.  I then email the new client with a link to the form and the client fills out the sheet.

However, each client is different and based on how they answered a specific question, I have another form for them to complete.  Instead of having to wait for each step and then email them another form link, can I make links in the original sheet that say something like "If you have an SCorporation, go to this link"?  How can I build the entire questionnaire into one bundle?

Andrée Starå

Hi Cindy,

My suggestion would be to use the Smartsheet Sync integration with Google Forms. Then you can create conditional forms that are synced to Smartsheet.

There are other form solutions that you also can use with Smartsheet.

Let me know how it goes. 

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Morri Young

Can I jump in here and ask when would one use a Smartsheet form and when would one use a google form, to integrate with a Smartsheet?

Andrée Starå

Hi again Morri,

In Google Forms you can set up conditional rules and also get a nicer design.

Best,

Andrée Starå - Workflow Consultant / Get Done