Automate Lead Capture with Pabbly Connect: Integrating Webhook and Google Sheets

Learn how to automate lead capture using Pabbly Connect. This tutorial covers integrating Webhook and Google Sheets step-by-step. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To get started with automating lead capture, you need to access Pabbly Connect. Open your browser and go to Pabbly.com/connect. If you already have an account, click on ‘Sign In’. If not, click ‘Sign Up for Free’ to create a new account.

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Capture Leads via Webhook and Add Details in Google Sheets’.

2. Setting Up Trigger with Webhook in Pabbly Connect

In this section, we will set up the trigger for our workflow using Pabbly Connect. Since the contact form is not natively connected, we will use the Webhook feature. Select ‘Webhook by Pabbly’ as your trigger application.

Next, choose the trigger event as ‘Catch Webhook’. After selecting this, you will receive a Webhook URL. This URL needs to be pasted into the settings of your contact form application. Follow these steps to set up the Webhook:

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your contact form application and find the Webhook settings.
• Paste the Webhook URL into the designated field and save the changes.

Once the Webhook is set up, any submission made on the contact form will trigger a response captured by Pabbly Connect.

3. Capturing Lead Details from the Webhook

After setting up the Webhook, you can test the connection by submitting the contact form. When the form is submitted, Pabbly Connect will capture the lead’s details, such as name, email, phone number, and inquiry message.

To verify that the data is captured correctly, return to your Pabbly Connect dashboard and view the response received from the Webhook. You should see all the details submitted in the form. This confirms that the connection between your contact form and Pabbly Connect is successful.

4. Adding Google Sheets as Action in Pabbly Connect

Now, we will set up Google Sheets as the action application in Pabbly Connect. Select ‘Google Sheets’ as your action application and choose the event ‘Add New Row’. This action will allow us to add the captured lead details into a new row in Google Sheets.

Next, you will need to connect your Google Sheets account with Pabbly Connect. Click on ‘Connect’ and choose ‘Add New Connection’. Sign in with your Google account and allow the necessary permissions. Once connected, select the spreadsheet where you want to store lead details.

• Choose the correct spreadsheet from the dropdown menu.
• Map the fields from the Webhook response to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the integration works smoothly. Check your Google Sheets to confirm that the details have been added correctly.

5. Testing the Integration Workflow

To finalize your setup, it’s crucial to test the integration workflow you created with Pabbly Connect. Go back to your contact form and submit a test entry with new lead details.

After submission, check your Google Sheets to verify that the new lead information appears in the designated columns. This step ensures that every time a lead submits the form, their details are automatically recorded in Google Sheets without manual effort.

By following these steps, you have successfully integrated Webhook and Google Sheets using Pabbly Connect. Now, your lead capture process is automated, allowing you to manage your leads efficiently.

Conclusion

In this tutorial, we demonstrated how to automate lead capture using Pabbly Connect by integrating Webhook and Google Sheets. This process streamlines data entry and helps maintain organized records of your leads.