Connecting to Google Forms

Setting it up

1. In BMexa create a Google Forms connection; the page shows the script with your URL already filled in.
2. Open the form › ⋮ › Script editor. Paste the script and save.
3. In the editor open Triggers (clock icon) › Add trigger › function onFormSubmit › event "On form submit" › Save, then allow access when Google asks.
4. Name your questions Name, Phone, Email (and anything else) so the answers map. Submit a test response.

const WEBHOOK = '<your BMexa URL>';
function onFormSubmit(e) {
  const payload = {};
  e.response.getItemResponses().forEach((r) => { payload[r.getItem().getTitle()] = r.getResponse(); });
  UrlFetchApp.fetch(WEBHOOK, { method: 'post', contentType: 'application/json', payload: JSON.stringify(payload) });
}

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).