Automate Employee Evaluation Forms with Google Forms and Google Chat Using Pabbly Connect

Learn how to automate employee evaluation forms using Google Forms and Google Chat with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate employee evaluation forms using Google Forms and Google Chat, we need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the Pabbly apps window. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard, where you can create your workflow for automation.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. Enter ‘Automate Employee Evaluation Forms with Google Forms and Google Chat’ as the workflow name. using Pabbly Connect

• Select a folder to save your workflow.
• Choose the folder named ‘Google Forms Automation’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This sets up the initial framework for your automation process.

3. Setting Up Trigger for Google Forms

The next step is to set up the trigger for your workflow. Click on the arrow in the trigger section and select ‘Google Forms’ as your trigger application. The trigger event will be ‘New Response Received’.

Once you select the trigger application, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect Google Forms with Pabbly Connect.

• Open your Google Form and navigate to ‘Responses’.
• Link it to a new Google Sheets spreadsheet.

After linking the Google Form to Google Sheets, you can proceed to connect the spreadsheet with Pabbly Connect to capture the responses automatically.

4. Configuring Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, click on ‘Extensions’ in the Google Sheets menu, then select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field.

For the trigger column, choose the final data column (Column F) where responses will be added. Click on ‘Submit’ to complete the setup.

Ensure the ‘Send On Event’ option is activated. This allows Pabbly Connect to capture new responses automatically.

After configuring, return to your Pabbly Connect dashboard to verify that it is waiting for a webhook response.

5. Setting Up Action to Send Messages to Google Chat

After setting up the trigger, the next step is to configure the action. Select ‘Google Chat’ as the action application and choose the action event as ‘Create Message’. Click on ‘Connect’ to link Google Chat with Pabbly Connect.

You will need to provide the Google Chat URL where messages will be sent. Follow the provided instructions to obtain the correct URL from your Google Chat space.

Enter the message format you want to send. Include dynamic fields such as employee name, rating, and feedback.

After mapping the required fields, click on ‘Save and Send Test Request’. Check your Google Chat to confirm that the message has been successfully sent.

Conclusion

In this tutorial, we learned how to automate employee evaluation forms using Google Forms and Google Chat through Pabbly Connect. By setting up triggers and actions, you can streamline feedback processes and enhance communication within your team.