Guide: Collecting Customer Data with Google Forms

Follow these four steps to create a high-quality data collection form that syncs automatically to Google Sheets.

Step 1: Start the Form

1. Go to forms.google.com.
2. Click the + Blank button.
3. Name your form (e.g., "Client Intake") in the top left corner.

Step 2: Add Your Questions

1. Collect Emails (The Automatic Way)

Don't add a manual question. Instead, go to the Settings tab, expand Responses, and set "Collect email addresses" to Responder input.

2. Type of Service (Dropdown)

• Go back to the Questions tab.
• Click the + button to add a question.
• Title: "Type of Service".
• Type: Select Dropdown.
• Options: Type your services (e.g., Consulting, Audit, Support).

3. Number of Employees (Clean Data)

• Click + to add a new question.
• Title: "Number of Employees".
• Type: Select Short answer.
• Validation: Click the three dots (bottom right) > Response validation.
• Set it to: Number | Is greater than | 0. (This prevents text entries).

Step 3: Sync to Spreadsheet

1. Click the Responses tab at the top.
2. Click the green Sheets Icon.
3. Select "Create a new spreadsheet" and click Create.