ActiveRain Tutorials: Using Google Docs to Create Forms & Generate Leads

Using Google Docs to Create Forms & Generate Leads

Google Docs are one of my favorite tools on the web and also one that I think gets overlooked by so many people. Since I no longer own a PC I don't have access to Microsoft Word & Excel, so when I want to create documents and spreadsheets to send to someone I always use Google Docs. Another thing I love about Google Docs is the fact that you can share them with others and collaborate together. One way we collaborate in Google Docs is for our weekly radio show. Since there are four regular contributors into the show, it is a great easy way to share what topics we are going to discuss, notes on our guest speaker and so much more. It's a great way for all of us to access the same info and share things with each other quickly.

The other big function of Google Docs that I think gets overlooked by so many is the form function. The form allows you to create a document that can be embedded into a website, blog post or just about anywhere else. It gives you the creator a simple way to collect information from readers who want to participate. For example, I recently ran a contest for a company where we wanted people to be able to register for the contest. Consumers could simply fill out the form with their name, email address and phone number.

All of the information was then stored in an excel spreadsheet that I could then use to determine winners, and also have a good set of leads to follow up on about possibly purchasing a custom WordPress Site. So you may be wondering, how do you create these forms and how can they be used for generating leads. Well, I am going to show you how to quickly and easily create a form, install it into your site and then how the answers populate. Watch the video below to see step by step how I create and implement Google Docs form builder:

Also, here is the Google Form I created in the video so you can see how one works live:

If you have any questions/comments, feel free to leave them below.

Originally Posted at: 210 Consulting- Social Media Advisors

I'm a full time Myrtle Beach Real Estate Agent that focuses on homes for sale in Myrtle Beach and Carolina Forest Real Estate.


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Comment balloon 70 commentsJeremy Blanton • December 10 2010 03:11PM


Thanks for sharing this.  It is amazing what there is on google to use.  I am going to research this further. Thank you again,.

Posted by Stanley Stepak, Realtor - Avon Lake, Avon, Bay Village, Westlake, (Howard Hanna - Avon Lake, OH) over 9 years ago

Thanks for the info.. will look in to it... see if it will do what we want it to do..

Posted by Darren Revell (Keller Williams Realty Temecula Valley) over 9 years ago

Jeremy, this is great information.  There is so much technology out there is hard for Agents to keep up.

Posted by Damon Gettier, Broker/Owner ABRM, GRI, CDPE (Damon Gettier & Associates, REALTORS- Roanoke Va Short Sale Expert) over 9 years ago
Okay, I'm going to check out Google Docs, but I think the most astounding thing I read here is that you no longer own a PC. Not even a laptop ??
Posted by Lisa Orme, Broker/Realtor, ABR, CRS,GRI, PSCS, SFR, Notary Pu (The Master's Key Realty LLC -Windsor, CT - HARTFORD COUNTY) over 9 years ago

Nope Lisa- I am all Mac :)

Posted by Jeremy Blanton, Myrtle Beach REALTOR®- (Myrtle Beach Homes Blog) over 9 years ago


This is awesome and could save me a lot of time writing code!

Featured in the Group "Whacked!!!"

Posted by Richard Weisser, Richard Weisser Retired Real Estate Professional (Richard Weisser Realty) over 9 years ago

i LOVE Google forms. I have them all over the internet collecting leads and collecting offers for me. They are very simple to create and the responses come right to my email. Very good tutorial Jeremy

Posted by Bryant Tutas, Selling Florida one home at a time (Tutas Towne Realty, Inc and Garden Views Realty, LLC) over 9 years ago I think that possible I might be able to utilize GDocs;  keep getting emails from google asking do I want to so do. Your explanation is so much clearer than the ones on G.  This post will be Bookmarked for that date when motivation hits me upside the head.  thanks for this education moment.


Posted by Barb & Sal Dragotta, Macomb County Michigan over 9 years ago

Hi Jeremy... a great tip, as usual!  I did not know about the form functionality.  I will definitely be checking this out!

Posted by Steve Shatsky over 9 years ago

Jeremy, thanks for brings this great tool to my attention.

Posted by Frank Rubi, (Frank Rubi Real Estate, LLC) over 9 years ago

Hi Jeremy - Great intro to Google Doc form creation and usage.  I need to start using it for my data collection.

Posted by FN LN over 9 years ago

Jeremy, I've been using Google docs for a while now. Love Calendar too. Good post to get the word out there. ~Rita

Posted by Rita Norman, Your Agent in Walnut Creek CA over 9 years ago

Thank you. . good information. .love Google docs. . 

Posted by Fernando Herboso - Broker for Maxus Realty Group, 301-246-0001 Serving Maryland, DC and Northern VA (Maxus Realty Group - Broker 301-246-0001) over 9 years ago

Thanks for the demo. I've heard of Google Docs but have not checked it out's definitely on my to do list know. You always have the best suggestions.

Posted by Larry Atkins (State Wide Realty Co.) over 9 years ago
I have just begun to explore the benefits and possibilities of Google Docs. You are spurring me to explore the capabilities even more. Thanks!
Posted by Retired from ActiveRain over 9 years ago

this is a great tip, Jeremy!  I did not know that about Google docs.  Bookmarked this one for when I do my next website updating.  Thanks

Posted by Roger Johnson, Realtor - Hickory NC Real Estate (Hickory Real Estate Group) over 9 years ago

Woot, I did it!

What do you think? Going to reblog.

Posted by Missy Caulk, Savvy Realtor - Ann Arbor Real Estate (Missy Caulk TEAM) over 9 years ago

Jeremy:  I love Google Docs!  I can pull any and all of my contracts and documents right on my iPhone.  It saves me every time and I can conduct business at any time from anywhere.  Invaluable!

Posted by Mirela Monte, Myrtle Beach Real Estate (Buyers' Choice Realty) over 9 years ago

Now featured on The Optimist Group.

Posted by Mirela Monte, Myrtle Beach Real Estate (Buyers' Choice Realty) over 9 years ago

Hi Jeremy, I have used this in the past but not recently. For my WP sites I use Contact Form 7 but does not have the spread sheet option, may go and try it again. Great use of the video to show how easy it is, all the best in the new year.

Posted by Eva Aliaga, Boca Raton & Delray Beach: SE Florida Real Estate (Partnership Realty Inc) over 9 years ago

Hi Jeremy...I saw Missy's reblog so wanted to come over to thank you for writing this.  Suggested!

I've been using Google Docs for some time now. My daughter lives in Williamsburg, VA about 90 minutes away from me.  Using Google Docs enables me to share documents with her and she is able to help me with some of my real estate tasks.  It's been very helpful.


Posted by Kate Elim, Realtor 540-226-1964, Selling Homes & Land a (Dockside Realty) over 9 years ago
This is HUGE! Thank you for sharing. I'll definitely be using Google Docs to create some forms. Wow, the possibilities are endless. Thank you!
Posted by Bob Willis, Orange County & L.A. County Real Estate Agent (Berkshire Hathaway HomeServices California Properties) over 9 years ago

Thanks for the information...I'm sure it will come in handy!

Posted by Renee Marrs Caperton, Realtor - Corsicana Texas Real Estate (Marrs & Associates) over 9 years ago
Jeremy, thank you for the information. This is something I have been wanting to explore in greater detail.
Posted by Mark Montross, Listing and Buyer Specialist (Catamount Realty Group) over 9 years ago

Jeremy - Just came from Missy's reblog.  I had tried Google Docs for forms but not with much success.  I'm definitely going to give a go again after reading your post and watching the tutorial.  Thanks for sharing!!

Posted by Julie Dumaine-Russell (RE/MAX Alliance) over 9 years ago

You rock Jeremy. As I am now switching from my yahoo account to gmail for my real estate business only,this was helpful. I also need to look into the other great products that Google offers. Thanks for sharing. Happy Holidays to you and your family. Great post.

Posted by Lanre-"THE REAL ESTATE FARMER" Folayan, I don't make promises.I deliver results.SOLD HOMES (Keller Williams Select Realtors-Buy a home in Washington DC. Sell a home in Washington DC) over 9 years ago

Thanks for the info. I'm a web designer (past life) and it's good to know these alternatives are out there.

Posted by Bob McCranie, Your best advocate when buying or selling your hom (Broker/Owner - Texas Pride Realty) over 9 years ago

Thanks for sharing this and thank you for an excellent demonstration.

Posted by George Bennett, Inactive Principal Broker, GRI (Inactive) over 9 years ago

I am a big fan of the Google products as well!

Posted by Rene Bayani (Crestridge Partners) over 9 years ago

Thank you for sharing this information.  I've never given Google Docs their due apparently.  I will now be sure to look into it more closely.

Posted by Kimberly A Norgard (Devlin McNiff Halstead Real Estate) over 9 years ago

Jeremy, I have not felt a need to use Google Docs... but due to your blog post, I will check it out.  Thank you for sharing the info.

Posted by 1~Judi Barrett, BS Ed, Integrity Real Estate Services -IDABEL OK (Integrity Real Estate Services 118 SE AVE N, Idabel, OK 74745) over 9 years ago

Jeremy - you always share the most useful tips!



Posted by Betsy Schuman Dodek, (Washington Fine Properties - Washington DC Area Real Estate) over 9 years ago

Jeremy I use Google ocs but I see how I could be making more use of the forms.  Great tutorial

Posted by Jennifer Fivelsdal, Mid Hudson Valley real estate connection ( JFIVE Home Realty LLC | 845-758-6842|162 Deer Run Rd Red Hook NY 12571) over 9 years ago

Jeremy, a fast and simple way to make up a form and use the data. Thanks for the tutorial.

Posted by Michael Setunsky, Your Commercial Real Estate Link to Northern VA over 9 years ago

Jeremy, thanks for the reminder!  I had created a form ages ago and then didn't do anything with it!  I wil now!!  What a great tutorial and information for all of us.  Thank you Thank you!!

Posted by Lee & Pamela St. Peter, Making Connections to Success in Real Estate (Berkshire Hathaway HomeServices YSU Realty: (919) 645-2522) over 9 years ago

Thanks Jeremy for that info.  You're right I often forget about and overlook Google Docs.  I already have some ideas.

Posted by Kevin Cavanaugh, Lic. Associate Broker, ABR, GREEN (Keller Williams Hudson Valley Realty) over 9 years ago

Great video.  I have been using google docs and forms for a while but for some reason never noticed the embed function.  Thanks for pointing that out.  Great info

Posted by Josef Katz, {Marketing Maestro} (Digital and Direct Response Marketing) over 9 years ago
This is awesome info, I am bookmarking it now.
Posted by David Krichmar, ( - Legend Lending) over 9 years ago

I didn't even know this tool existed. Thank you so much for yet another tool to help facilitate my business.

Posted by Jessica Leimback, Broker,SFR,CNE,CSSPE (Agave Homes & Investments) over 9 years ago
Cool stuff, Jeremy. I look forward to your continued tutorials!
Posted by Kent Anderson, from Schweitzer to the Lake (Coldwell Banker Resort Realty, Sandpoint, Idaho) over 9 years ago

Hi Jeremy, We use Google Docs for all our short sale processing, note taking, tracking, etc. We can assign permissions to the agents and title companies involved, etc. It has saved us many times when some bank tells us such and such did not happen and we have a tracking of even the time that it was done! 

We also only work on Macs. I also love to use idisk and mobile me. I love ical so I have it synched to mobile me and can give my VA access to handle all my appointment from there. In our coaching business we just started using the 37 signals product. I use Backpack, Basecamp and Highrise in 37 signals and I can assign different people different tasks. This is a paid product but for what I need, it works the best. I don't like the filing features and organizing features of google docs for big projects like webinars etc. 

But for most agents Google docs is the best option for them and it is free. 

Isn't it liberating not to use Word and Excell anymore! I love Pages and Numbers.My favorite is Keynote!  :) 

Posted by Katerina Gasset, Get It Done For Me Virtual Services (Get It Done For Me Virtual Services ) over 9 years ago

Jeremy, your blogs are always so helpful.  But I am going to have to find out what's happened to the audio on my "PC" so that I can view your video.

Posted by Kate McQueen, Tailored service for your real estate needs! (CB&A Realtors) over 9 years ago

Saw this on Laura's re-blog and wanted to slide over here to lean on the button and say a special "thanks"!  Alas, and alack, I find it has already been Featured -- Congratulations!!!!

Posted by Tish Lloyd, Broker - Wilmington NC and Surrounding Beaches (BlueCoast Realty Corporation) over 9 years ago

Thank you Jason,  I'll check this out.   Always good advice from your camp and help.

It's appreciated.

Happy Holidays.

Patricia/SEacoast NH & ME

Posted by Patricia Aulson, Realtor - Portsmouth NH Homes-Hampton NH Homes (BERKSHIRE HATHAWAY HOME SERVICES Verani Realty NH Real Estate ) over 9 years ago


How timely, I love custom forms and hate slinging HTML code. This is one of the cleanest free solutions out there...


Posted by Brent & Deb Wells, Prosper TX (LivingWell Properties) over 9 years ago

Thanks for sharing.  As I run a sales team, we use Google Docs as a way to communicate with each other.  I was not aware how to do the forms.  Thanks for sharing!!

Posted by Dan Rochon, Top Realtor in Northern Virginia (Greetings Virginia - Keller Williams Realty) over 9 years ago


This is very helpful information. I'm goingt to bookmark this and check it out.


Posted by Brian Madigan, LL.B., Broker (RE/MAX West Realty Inc., Brokerage (Toronto)) over 9 years ago

Hi Jeremy,

This is really cool, like an auto-responder like Aweber.  Does it have the functionality of sending/attaching a follow up e-mail (like a Thank you), and can you attach something (like an e-book or PDF)?

Posted by Keith Lutz (Keller Williams Metropolitan) over 9 years ago

Hi Jeremy...Meant to thank you for creating and sharing the video on how to use Google forms.  I have not done this but realize their importance.


Posted by Kate Elim, Realtor 540-226-1964, Selling Homes & Land a (Dockside Realty) over 9 years ago

Awesome....thank you for the great information

Posted by Jody Finucan, REALTOR - Northeastern Ohio Real Estate (Keller Williams Greater Cleveland Northeast) over 9 years ago

Well done Jeremy, I discovered google docs three years ago while working in a call center. I used google docs to save information while searching the web (on my breaks) and then brought up the info when I got home.

Posted by Tom Ikonomou Vancouver, Pro-active Real Estate Marketing (RE/MAX City ) over 9 years ago

That's neat. I am going to bookmark this. I have not taken the time to learn this to date but it has interested me to do so. Thanks for posting.

Posted by Cheryl Ritchie, Southern Maryland 301-980-7566 (RE/MAX Leading Edge over 9 years ago

Thanks for the tutorial.  I'm Mac as well so this was great.

Posted by Justin Dibbs, REALTOR® - Ashburn Virginia Homes for Sale (Pearson Smith Realty) over 9 years ago

Jeremy - I've heard this suggestion before.  I use Google docs for sharing, but need to look at the forms part of it.

Orange County Homes

Posted by Christine Donovan, Broker/Attorney 714-319-9751 DRE01267479 - Costa M (Donovan Blatt Realty) over 9 years ago

Jeremy:  Thanks, it works like a charm!  I used Google docs on a blog and am interested to track the results.

Posted by Phil Boren, RE/MAX Gold, Roseville Homes For Sale (RE/MAX Gold, 916-218-7481) over 9 years ago

Jeremy, thanks for the article. I found that Google Docs is also good if someone sends you a Word or Excel doc as an attachment and you need to open it on a computer that does not have those programs.

Posted by Roberta Davidson, GRI, CNE, REALTOR®, PLLC (Keller Williams Realty Professional Partners) over 9 years ago

Good tip. I will have to try it out.

Posted by Sherry Chastain, Realtor, Selling Homes, Lake Properties,Luxury Homes,Short Sales (Hendersonville, Nashville, Old Hickory, Lebanon Tennessee) over 9 years ago

This is why I like AR practical information that will help us with our business.

Posted by Tim Lorenz, 949 874-2247 (TIM LORENZ - Elite Home Sales Team) over 9 years ago

Jeremy thanks for the very useful information. I always wondered what was so great about Google Docs, now I know. Great post!

Posted by Ken Asher (Cherry Creek Properties (719) 930-7817) over 9 years ago
Jeremy - thanks for the information. It's always helpful and great to have the resources
Posted by Stephen P. Panczak, Sr, MBA, Realtor, Property Mgm't, LCAM over 9 years ago


  I like your squeeze page, it's quick, and easy.  As for Google Docs, sometimes the files don't "share" properly.  Thanks for your post.


Posted by Leah Henderson (Asset Realty, Inc) over 9 years ago

I have been doing radio for the past five years and love it. Thanks for the post

Posted by Harry F. D'Elia III, Investor , Mentor, GRI, Radio, CIPS, REOs, ABR (RentVest) over 9 years ago

Jeremy, Thanks for the information! Reblogging!

Posted by Marilyn Harrell, Wixom Lake - Beaverton MI (ReMax Riverhaven) over 9 years ago

I believe I met you early this year at RE Tech South. Thanks for the tutorial. I followed it but had a tough time figuring out how to edit the actual form after I previewed it on my blog. I finally find it though. Thanks so much for this!

Donna Stott

Posted by Donna Stott, Passionate Teacher / Lifelong Learner (Your Coaching Matters) over 9 years ago

Thx so much.  I had bookmarked and now coming back to read in a bit more detail since I need to get some of these done over next week or so.  Good video.  I will come back and rewatch while trying to implement.

Hoping I can find the place to start in the menu.  After that, it seems pretty straight forward.  Thank you.

Posted by Debbie Gartner, The Flooring Girl & Blog Stylist -Dynamo Marketers (The Flooring Girl) over 9 years ago

A little late to the party here - but I will be playing around with this while I am snowbound today.

Looks easy enough to implement.


Posted by Donna Galinsky, Make Lake Norman Your Home! (Allen Tate Company) over 9 years ago

Hey Jeremy.  I got this to work.  I started to reblog you, but then it turned into a whole new post.  I've send a few people your way.

Posted by Debbie Gartner, The Flooring Girl & Blog Stylist -Dynamo Marketers (The Flooring Girl) over 9 years ago

Happy New year Jeremy, 

This is an excellent resource and thank you for the tutorial. I will be linking this post on one that I am writing about including one's on-line marketing system as part of the 2011 year's business plan. 

Posted by William Johnson, Retired Real Estate Professional (Retired) over 9 years ago

GReat post once again, missed it the first go round 

Posted by Eric Anderson, Fort Bragg Military Relocation Services, Fayettevi (Eric Anderson Realty Group) over 9 years ago

Great post once again, missed it the first go round 

Posted by Eric Anderson, Fort Bragg Military Relocation Services, Fayettevi (Eric Anderson Realty Group) over 9 years ago