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Google Forms
Forms and scheduling

Capitaly + Google Forms

Collect investor questions and RSVPs

Forms and scheduling

What Capitaly does with Google Forms

Collect investor questions and RSVPs

Capitaly uses Google Forms to turn interest into booked time.

Links in outreach

Your Google Forms link offered the moment an investor agrees to talk.

Bookings on the pipeline

Each booking logged against the investor, with the next step set.

Details to the CRM

What investors submit through Google Forms added to their record.

Google Forms

How it works

01

Connect Google Forms

Link your Google Forms account to Capitaly in a few clicks.

02

Tell Capitaly what to do

Give the instruction in plain words, like you would to anyone on the team.

03

Approve and track

Nothing goes out through Google Forms without your sign off, and every action is logged.

More integrations

Forms and scheduling