Google Forms to Slack — for every client, from one account
Run lead routing for every client from a single RouteForms login. Each client gets their own workspace, their own Slack destinations, and their own delivery log — none of which leaks into anyone else's.
- Unlimited forms & rules on Agency
- Per-client workspaces & Slack destinations
- Honest flat pricing, no per-task billing
Lead routing scales linearly. Your tools shouldn't.
Most agencies start with one Zap per client form. By the time you've onboarded your fifth client, you have:
- Twenty Zaps you have to remember to keep alive (the client renamed a form question and three Zaps broke silently)
- A Zapier task quota you keep almost hitting (because clients ran a campaign and you didn't know in advance)
- No single place to look when a client says 'we didn't get the lead from yesterday'
- A 'meta-spreadsheet' tracking which client uses which webhook, which is older than half your clients
- Hidden Zapier seats so someone else on the team can also debug, another monthly bill
RouteForms collapses that to one login. One delivery log per form. One billing line.
The Agency plan, in one screen
Group forms by client. The submissions list, delivery log, and onboarding state can be filtered to one client at a time.
Each form's default webhook, and each rule's webhook, can point at a different Slack workspace. One RouteForms account fans into many Slacks.
Unlimited forms, unlimited rules per form, unlimited monthly notifications, unlimited clients. No quota math.
Failed-delivery rows include the masked Slack webhook + Slack's HTTP response. When a client asks 'why didn't I get the lead?', you have the receipt.
Apps Script retries can't double-post, we dedupe on the Google Forms response ID. One human submission = one Slack message, no matter how many times Apps Script wakes up.
$49/month, no per-task fees. You can mark it up cleanly on client invoices or bake it into retainers.
Onboarding a new client takes about five minutes
- 1Create a client workspaceIn the dashboard, open
Clients→Add client. Name it after the client. (You can add notes, when they signed, contact emails, whatever you want.) - 2Get the client's Slack webhook URLsAsk the client to create incoming webhooks in their Slack workspace, one for the default channel, plus one per channel you'll route into. They paste the
https://hooks.slack.com/…URLs back to you in whatever channel you normally use with them. - 3Create the client's form in RouteForms
Create form, assign it to the client workspace, paste the default Slack webhook. RouteForms generates a unique webhook secret and pre-filled Google Apps Script for that form. - 4Drop the Apps Script into the client's Google FormYou'll likely need brief access to the client's Google account or to a form they shared with you. Paste the Apps Script into the Google Form's script editor, save, run installRouteForms once. Done.
- 5Build routing rulesOpen
Routing rules. Add rules with the field names from the client's form. Use the simulator with a sample submission to verify each rule fires the right way before going live. - 6Hand over the dashboard URL (read-only) if neededCurrently the dashboard is single-operator, the client doesn't have a login. If they want visibility, export the submissions list as CSV on a cadence (Friday delivery report, end-of-month invoice). A formal client-portal feature is on our roadmap.
What this looks like in practice
- · Residential Enquiry
- · Commercial Enquiry
- · Rental Enquiry
- · IF Budget ≥ 100000 → Hot Leads channel
- · IF City = Austin → Austin Team channel
- · IF Property Type contains 'Commercial' → Commercial Desk channel
- · Default → general leads channel
- · Data Science enquiry
- · Full Stack enquiry
- · Marketing enquiry
- · IF Course contains 'Data Science' → DS counselor channel
- · IF Course contains 'Full Stack' → FS counselor channel
- · IF Budget is empty → Follow-up Needed channel
- · Default → general intake channel
- · Client A campaign 1
- · Client A campaign 2
- · Client B intake
- · Client C intake
- · All Client A forms → Client A Slack #leads
- · All Client B forms → Client B Slack #new-leads
- · Client C: IF score ≥ 8 → #priority, else → #queue
Frequently asked questions
How does RouteForms work for agencies running forms for multiple clients?▾
The Agency plan adds client workspaces. Create a workspace per client, assign each client's Google Forms to their workspace, and each form's responses route into the client's own Slack, using webhook URLs the client gave you. Delivery logs and submissions stay scoped to each client so you can show one client their data without exposing another.
Can each client see their own data?▾
Not directly, the Agency plan is a single-operator account today. You see everything across all clients; clients see whatever you choose to share (a CSV export of submissions, a screenshot of the delivery log, a paid-for report). A client-portal feature is on the roadmap but isn't in the product yet.
Does each client need their own Slack workspace?▾
No, but they can. Each routing rule and each form's default has its own Slack webhook URL, so RouteForms can post into Client A's Slack workspace for Form A and Client B's Slack workspace for Form B from the same account. This is the most common agency setup.
How many forms can I run per agency?▾
The Agency plan is unlimited forms, unlimited rules per form, unlimited client workspaces, and unlimited notifications per month. Solo is capped at 5 forms and 10 rules per form, workable for a freelancer with a couple of clients but tight for an agency.
How is billing handled for client-related charges?▾
RouteForms bills you, the agency. You decide whether to bake that cost into your retainer or pass it through on the client's invoice. Lemon Squeezy issues the invoices we send you, and they include a VAT/GST line for the regions that need it.
Can I white-label the Slack messages?▾
The Slack message itself comes from your client's Slack incoming webhook, so it shows up in their workspace as that webhook's display name and avatar, which they control when they create the webhook. The 'View submission in RouteForms' link in the footer points back to routeforms.com (you and your team can click it; clients won't, since they don't have a login).
What happens if a client churns?▾
Delete the client workspace. That cascades to their forms, rules, submissions, and delivery logs. You can export anything you want to keep first, a CSV of submissions is one click in the submissions list.
Do you have a referral or partner programme?▾
Not formally yet. If you're running RouteForms for several clients and want to talk about volume pricing or a co-marketing arrangement, email us, we'll figure something out case by case.
Run lead routing for every client from one account
Agency plan: unlimited forms, unlimited rules, unlimited notifications. $49/month, flat.