Automate Google Forms Submission to Flow CRM with Pabbly Connect

Learn how to integrate Google Forms with Flow CRM using Pabbly Connect to automate contact creation effortlessly. Follow this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of creating contacts in Flow CRM, you need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect to reach the homepage of Pabbly Connect.

Once on the homepage, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to log in. Upon signing up, you will receive 100 free tasks every month to explore the platform.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a workflow name. Enter a name like ‘Create Flow CRM Contact on Google Form Submission’.

• Name your workflow appropriately.
• Select a folder to organize your workflows.
• Click on ‘Create’ to proceed.

This action will lead you to a new screen where you can define the trigger and action for your workflow. The trigger is the event that starts the workflow, while the action is what happens in response. For this integration, the trigger will be Google Forms, and the action will be Flow CRM.

3. Selecting Google Forms as the Trigger Application

In this step, you will select Google Forms as the trigger application in Pabbly Connect. Choose the trigger event ‘New Response Received’. This means the workflow will start whenever a new response is submitted through your Google Form.

Once selected, you will receive a webhook URL from Pabbly Connect. Copy this URL as you will need to set it up in your Google Forms to establish the connection. Follow the instructions provided to link the webhook URL to your Google Form.

• Go to your Google Form and navigate to the ‘Responses’ section.
• Click on ‘View in Sheets’ to create a Google Sheet linked to your form.
• Insert the copied webhook URL in the Google Sheets add-on for Pabbly Connect.

With this setup, every time a new form is submitted, the response will be captured and sent to Pabbly Connect automatically, triggering the next steps in your workflow.

4. Connecting Flow CRM to Pabbly Connect

Now that you have set up Google Forms as the trigger, the next step is to connect Flow CRM as the action application in Pabbly Connect. Select Flow CRM and choose the action event ‘Create Contact’. This action will create a new contact in Flow CRM whenever a new Google Form response is received.

To establish this connection, you will need the API key and account URL from your Flow CRM account. Go to your Flow CRM account, navigate to the profile section, and under API settings, create a new API key. Copy this key and paste it into Pabbly Connect.

Enter your Flow CRM account URL in Pabbly Connect. Paste the copied API key to establish the connection. Click on ‘Save’ to finalize the connection.

After saving, you can now map the fields from the Google Form responses to the corresponding fields in Flow CRM. This mapping ensures that the correct data is transferred each time a new response is submitted.

5. Testing the Integration

With everything set up, it’s time to test the integration between Google Forms and Flow CRM using Pabbly Connect. Submit a new response through your Google Form to see if the contact is created in Flow CRM automatically. After submitting the form, check the Google Sheets to ensure the data is recorded correctly.

Once the response is captured in Google Sheets, navigate back to Pabbly Connect to confirm that the data has been sent to Flow CRM. You should see the newly created contact in your Flow CRM account under the contacts section.

Submit a test entry in Google Forms. Verify the entry in Google Sheets. Check Flow CRM for the new contact.

If the contact appears successfully, your integration is working perfectly. This automation will save you time and enhance your efficiency by eliminating manual data entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating contacts in Flow CRM from Google Forms submissions. By following the steps outlined, you can streamline your workflow and manage leads more efficiently. Automating this process not only saves time but also reduces the chances of errors in data entry.