Turn a website enquiry form into a client record automatically

Option 1: Google Forms + Zapier + Xero

1. Build a Google Form: name, email, phone, address, postcode, cleaning frequency.
2. Create a Zap with Google Forms' 'New Form Response' trigger.
3. Add Xero's 'Find or Create Contact' (or 'Create/Update Contact') action and map name, email, phone and address.
4. Test with your own details, then turn it on.

Option 2: Microsoft Forms + Power Automate + Excel

1. Build a Microsoft Form with the same questions (needs a work or school Microsoft 365 account).
2. In Power Automate, create an automated flow with the Microsoft Forms trigger 'When a new response is submitted'.
3. Add 'Get response details' to read the answers.
4. Add Excel Online (Business) 'Add a row into a table' to log the new client in a table (an .xlsx file in OneDrive or SharePoint).
5. Optional: add Office 365 Outlook 'Send an email (V2)' to send yourself a notification.

Get AI to help you build it

Paste this into ChatGPT, Copilot, Gemini or Claude:

Design a short enquiry form for a UK domestic cleaning business: up to 8 questions covering contact details, address, property size, frequency and preferred day. Then list which answers should map to which fields of a Xero contact.

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Integrations used