Learn how to automate form responses to Google Sheets and send notifications via Slack or Email using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To automate form responses to Google Sheets and send notifications, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. Once logged in, navigate to the ‘Connect’ section to begin creating your automation workflow.
In this section, you will select the trigger application, which can be any form application like Google Forms or Typeform. Ensure that you have the necessary permissions to link these applications with Pabbly Connect.
2. Configuring the Trigger Application with Pabbly Connect
After setting up Pabbly Connect, the next step is to configure your trigger application. Choose the form application from which you want to capture responses. For example, select Google Forms and set the appropriate trigger event, such as ‘New Response in Spreadsheet’.
- Select your Google account linked to the form.
- Choose the specific form you want to monitor.
- Test the trigger to ensure data is being captured correctly.
Once you have configured the trigger, Pabbly Connect will listen for new responses, allowing you to move to the next step of sending notifications or saving data.
3. Adding Google Sheets as an Action in Pabbly Connect
With your trigger set up, the next step is to add Google Sheets as an action in Pabbly Connect. This allows you to send the captured form responses directly to a specified Google Sheet. Choose the action event as ‘Add Row’ to insert new data into your sheet.
Connect your Google account and select the specific spreadsheet and worksheet where you want the data to be stored. Map the fields from your form responses to the corresponding columns in Google Sheets. This ensures that all data is organized correctly.
4. Sending Notifications via Email or Slack
After successfully adding responses to Google Sheets, the next step is to send notifications. You can choose to send notifications through Email or Slack using Pabbly Connect. Start by selecting either the Email or Slack application as your next action step.
- For Email: Choose ‘Send Email’ as the action event, and fill in the recipient’s email address.
- For Slack: Choose ‘Send Channel Message’ and select the channel where notifications should be sent.
Customize the message content to include relevant information from the form responses. This way, every time a new entry is made, notifications will be sent automatically through your selected channels.
5. Testing and Activating the Workflow
Finally, after setting up all actions, it’s crucial to test your workflow in Pabbly Connect. Use the test feature to ensure that the data flows correctly from the form to Google Sheets and that notifications are being sent as expected.
If the tests are successful, activate your workflow. This will enable the automation to run in real-time, capturing form responses, adding them to Google Sheets, and sending notifications without any manual intervention.
Conclusion
In this tutorial, you learned how to use Pabbly Connect to automate form responses to Google Sheets and send notifications via Email or Slack. By integrating these applications, you can streamline your data management and communication processes effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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