Integrating Google Forms with Wave Using Pabbly Connect

Learn how to integrate Google Forms with Wave to create customers automatically using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Google Forms with Wave, you first need to access Pabbly Connect. This platform allows seamless automation between different applications, making it easier to manage workflows.

Start by signing into your Pabbly account. Once logged in, navigate to the dashboard and click on the big blue button labeled ‘Create Workflow’. Here, you will name your workflow, for example, ‘Create Wave Customer from Google Form Responses’. After naming it, click on the Create button to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. The trigger will be based on new responses received from Google Forms. Select ‘New Response Received’ as your trigger event.

• Choose Google Forms as the application for the trigger.
• Copy the webhook URL provided by Pabbly Connect.
• This URL will be used to connect Google Sheets with Pabbly Connect.

After copying the webhook URL, fill in the Google Form with required fields such as first name, last name, email, and address. Once submitted, these responses will be stored in Google Sheets, which Pabbly Connect will access automatically.

3. Integrating Google Sheets with Pabbly Connect

Now, it’s time to integrate Google Sheets with Pabbly Connect. Go to the Extensions menu in Google Sheets and select ‘Add-ons’. Here, search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Open the add-on and select ‘Initial Setup’.
• Paste the copied webhook URL in the dialog box.
• Specify the trigger column (usually the last updated column).

After configuring, click on ‘Send Test’ to ensure that the setup works correctly. This will send the initial response data from Google Sheets to Pabbly Connect, confirming that the integration is successful.

4. Setting Up Wave in Pabbly Connect

With the trigger set, the next step is to configure the action in Pabbly Connect. Choose Wave as the action application and select ‘Create Customer’ as the action event.

Connect your Wave account to Pabbly Connect by clicking on ‘Connect’. You will need to allow access to your Wave account. Once connected, you will see fields where you can map the data from the Google Form responses.

Map the first name and last name from the form to the customer fields in Wave. Fill in the email address and contact number as per the responses. Ensure all required fields are filled before testing the action.

Finally, click on ‘Save and Send Test Request’ to create a customer in Wave. If everything is set up correctly, you will see the new customer created in your Wave account.

5. Testing the Integration with New Responses

Now that the integration is complete, it’s essential to test it with new responses. Each time a new Google Form submission occurs, Pabbly Connect will trigger the workflow and create a new customer in Wave automatically.

To test, submit a new response in your Google Form. Check your Google Sheets to confirm that the response has been recorded. Then, refresh your Wave account to see if the new customer has been created successfully.

Repeat the process by filling out the form with different data. Ensure each new submission results in a new customer entry in Wave.

This confirms that your integration is functioning correctly, automating the process of customer creation in Wave from Google Form submissions.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Forms with Wave. By following these steps, you can automate customer creation from form responses, streamlining your workflow effectively.