Automate Customer Creation from Google Forms Using Pabbly Connect

Learn how to automate customer creation in Invo from Google Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 start automating customer creation, access Pabbly Connect by visiting its website. Simply type ‘Pabbly.com/connect’ in your browser to reach the dashboard. If you are a new user, sign up for free to receive 100 tasks monthly.

Once logged in, click on Pabbly Connect to enter the integration dashboard. Here, you can create new workflows and manage existing ones. To begin, click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Invo Customer from Google Form Submission.’ This sets the stage for integrating Google Forms and Invo.

2. Setting Up Google Forms as the Trigger

In this step, you will configure Google Forms as the trigger application within Pabbly Connect. Choose Google Forms from the application list and set the trigger event to ‘New Response Received.’ This event initiates the workflow when a new form submission occurs.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for later use.

Next, head over to your Google Form. Ensure that you have all necessary fields set up, such as first name, last name, email, and phone number. After confirming the fields, navigate to the ‘Responses’ tab and click on ‘View in Sheets’ to create a linked Google Sheet.

3. Connecting Google Forms to Pabbly Connect

With the Google Sheet created, you need to connect it to Pabbly Connect. Click on ‘Extensions’ in Google Sheets, then select ‘Add-ons’ and choose ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. Refresh your Google Sheet after installation.

Once installed, go back to ‘Extensions,’ select ‘Pabbly Connect Webhooks,’ and click on ‘Initial Setup.’ Here, paste the webhook URL you copied earlier from Pabbly Connect. Specify the trigger column, which should be the final data entry column in your Google Sheet.

• Enter the webhook URL in the setup box.
• Set the trigger column to the last column (e.g., G).
• Click on ‘Submit’ to save the setup.

Finally, ensure to select the ‘Send on Event’ option in the Pabbly Connect Webhooks menu. This ensures that any future data entered into the Google Sheet will trigger the webhook.

4. Creating Customer in Invo as Action

Now that the trigger is set, you’ll configure the action application within Pabbly Connect. Select Invo as your action application and set the action event to ‘Create Customer.’ This step allows you to automatically create a customer in Invo whenever a new Google Forms submission is recorded.

Click on ‘Connect’ and if you don’t have an existing connection, select ‘Add New Connection.’ You will need to enter your Invo API key, which can be found in your Invo account under Integrations. Copy this API key and paste it into the connection field in Pabbly Connect.

Select Invo as the action application. Set the action event to ‘Create Customer.’ Enter your Invo API key to connect.

After establishing the connection, map the fields from the Google Forms submission to the corresponding fields in Invo. This includes first name, last name, email, and phone number. Ensure you use the mapping feature to keep the data dynamic, allowing for new submissions to automatically populate these fields.

5. Testing the Integration

With everything set up, it’s time to test the integration between Google Forms and Invo using Pabbly Connect. Fill out the Google Form with dummy data and submit it. This action should trigger the workflow created in Pabbly Connect.

Return to Pabbly Connect and check for the webhook response. If the integration is successful, you should see the details from your form submission captured in the webhook response. Next, log into your Invo account and verify that the new customer has been created.

Submit the Google Form with test data. Check the webhook response in Pabbly Connect. Verify customer creation in your Invo account.

Repeat the test with different data to ensure the automation works consistently. Each submission should result in a new customer entry in Invo, demonstrating the effectiveness of Pabbly Connect in automating this process.

Conclusion

In this tutorial, we successfully automated customer creation in Invo from Google Forms submissions using Pabbly Connect. This integration streamlines the process, ensuring that every new form response is captured and acted upon efficiently. Utilizing Pabbly Connect allows for seamless data transfer and management between applications, enhancing productivity and accuracy.