Automate Google Form Submissions to CRM with Pabbly Connect

Learn how to automate Google Form submissions to your CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating Google Form submissions to your CRM, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage by entering Pabbly.com/connect. Here, you can either sign in if you are an existing user or click on ‘Sign up for free’ to create a new account.

Once signed up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. After logging in, you will find the dashboard where you can create and manage your workflows. Click on the ‘Create Workflow’ button to start the automation process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Google Forms with your CRM, Flo. After clicking on ‘Create Workflow,’ a dialog box will prompt you to name your workflow. Enter a descriptive title such as ‘Create Flo Contact on Google Form Submission’ and select a folder for organization. using Pabbly Connect

• Name your workflow clearly.
• Select an appropriate folder for your automation.
• Click ‘Create’ to proceed to the next step.

After naming your workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this automation, select Google Forms as the Trigger application and Flow as the Action application.

3. Setting Up the Trigger with Google Forms

Now that you have set up the workflow, it’s time to configure the trigger. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This event will activate whenever a new form submission occurs.

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as you will need to insert it into your Google Form to establish a connection. This step is crucial as it allows Pabbly Connect to receive the data submitted through the form.

• Select the ‘New Response Received’ event.
• Copy the webhook URL provided by Pabbly Connect.
• Insert this URL in your Google Form settings.

This connection will enable Pabbly Connect to capture responses in real-time, allowing you to automate the entire process without manual input.

4. Linking Google Forms to Google Sheets

To ensure that responses from Google Forms are recorded, link your form to Google Sheets. In the Google Forms interface, navigate to the Responses tab and click on ‘View in Sheets’. If prompted, create a new sheet to capture the form responses.

After linking Google Sheets, you will need to install the Pabbly Connect Webhooks add-on. This add-on allows Google Sheets to send data to Pabbly Connect. Once installed, go to Extensions, select Pabbly Connect Webhooks, and set up the initial configuration by entering the webhook URL and specifying the trigger column.

Navigate to the Responses tab in Google Forms. Create a new Google Sheet to store responses. Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace.

By completing these steps, you ensure that every form submission is logged in Google Sheets, which can then be sent to Pabbly Connect for processing.

5. Creating a Contact in Flo CRM

With the trigger set and Google Sheets linked, it’s time to configure the action that will create a contact in your Flo CRM. Select Flo as the action application and choose the ‘Create Contact’ event. Connect your Flo account by entering the necessary API key and account URL.

Once connected, map the fields from the Google Sheets response to the corresponding fields in Flo. This includes the first name, last name, email, and other relevant details. By mapping these fields, Pabbly Connect will automatically create a new contact in Flo every time a Google Form is submitted.

Select the ‘Create Contact’ action event. Connect your Flo account using the API key and account URL. Map the Google Sheets fields to Flo contact fields.

After saving your workflow, every new form submission will automatically create a contact in Flo, streamlining your lead management process significantly. This integration showcases the power of Pabbly Connect in automating repetitive tasks.

Conclusion

In this tutorial, we explored how to automate Google Form submissions to your CRM using Pabbly Connect. By following the steps outlined, you can easily streamline your lead management process and enhance efficiency in your business operations.