PRACTICAL GUIDE
Collect enquiries in one spreadsheet
Plan a Make scenario between your existing form and spreadsheet. Check their connectors before configuring the transfer.
YOUR STARTING POINT
One response received, one row added.
Example to configure: “Camille — appointment enquiry” appears in the sheet with status “To review”. This scenario sends no message to the prospect.
What you need
- A Make account and authorized access to applications you already use.
- A test form and destination spreadsheet with the example fields.
- An incoming-response trigger and an add-record action available in the relevant Make connectors.
Planning guide: labels and features depend on your chosen connectors. Universal compatibility is not guaranteed.
1. Prepare test data
In your existing tools, prepare a test form and a “Test enquiries” spreadsheet. Use the example columns and fictional data. Define what identifies a unique submission.
Check: The form and sheet are for your tests only.
2. Check the trigger in Make
Find your source application in Make. Check that a trigger can receive or read responses and review its documentation. Connect only an authorized account and select the test form. If the required action is unavailable, this workflow cannot be followed as written.
Check: The module points to the correct form.
3. Map fields to the spreadsheet
Check that the destination connector can add a row or record. Select the test spreadsheet. Map each column to the received field; keep the initial status as fixed text. Module names vary by application.
Check: Columns use received responses, not hard-coded sample values.
4. Run and inspect a test
Run a scenario test, then submit the sample values. If fields are not available yet, use an initial response to finish mapping. Compare the resulting row against the submission field by field, then check duplicates and errors before activation.
Check: The new row matches your test enquiry exactly.
5. Enable gradually and monitor
After testing, enable the scenario within a small scope. Check frequency, new records, errors and consumption. Keep a manual fallback and deactivate the scenario if results no longer match the intended workflow.
Check: You know how to find an error and deactivate the scenario.
WORKED EXAMPLE
The sheet to prepare and values to connect
Copy the column names into the first row of your sheet. The values below are fictional: your scenario must use responses from your form.
| Column | Select in Make | Fictional example |
|---|---|---|
| request_id | Unique ID of the received form submission | DEMO-001 |
| name | First-name field response | Camille |
| Email field response | client@example.com | |
| subject | Requirement field response | Appointment enquiry |
| status | Fixed text to enter | To review |
Expected example result: one row containing the received ID, Camille, client@example.com, Appointment enquiry and To review. Keep the fictional address for this trial: this scenario sends no email.
Submit a different first name and the sheet should display that name. If every row says Camille, replace the fixed value with the field received from source form. Also check the selected document, not just its sheet tab.
First check whether your applications already support the transfer you need. Consider Make when extra rules or several actions justify it.
Checks before activation
These are expected results to verify in your account, not tests already performed by BizPratico.
| Test case | Expected result |
|---|---|
| One complete enquiry | One new row with the five expected values |
| A second enquiry with a different first name | Another row containing the new first name |
| The same enquiry processed again | An additional row is possible: this simple setup does not deduplicate |
| A required field left empty | The form prevents submission if the field is correctly required |
If the result differs
No row? Check receipt in the source application, then each module’s output. Wrong value? Review field mapping. Restore a failed connection before retrying and check the destination to avoid duplicates.
Official sources
Put it into practice
This guide describes a workflow to configure in your own account. Labels and features may vary by plan.