Automate Google Forms to PIP Drive Integration Using Pabbly Connect

Learn how to automate the integration of Google Forms and PIP Drive using Pabbly Connect for seamless CRM management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the integration between Google Forms and PIP Drive, you first need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which takes only a couple of minutes and provides you with 100 free tasks each month.

Once you log in, you’ll be taken to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button, name your workflow according to your objective, such as ‘Create PIP Drive Person on Google Form Submission’, and select the appropriate folder to save your workflow.

2. Setting Up the Trigger with Google Forms

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger application will be Google Forms. Search for Google Forms in the trigger application section and select it. The trigger event you need to choose is ‘New Response Received’.

• Search for Google Forms and select it.
• Choose the trigger event as ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to connect Google Forms with Pabbly Connect using this webhook URL. Go to your Google Form, ensure it is linked to a Google Sheet, and then navigate to the Extensions menu. Look for the Pabbly Connect Webhooks extension to set up the connection.

3. Configuring Google Sheets for Data Collection

To effectively capture responses from Google Forms into Pabbly Connect, you will need to ensure your Google Sheet is set up correctly. After linking your Google Form to a Google Sheet, go to the Extensions menu again, and select Pabbly Connect Webhooks to initiate the initial setup. using Pabbly Connect

In the initial setup, paste the webhook URL you copied earlier and specify the trigger column, which will send data to Pabbly Connect when filled. For example, if column F is your final data column, enter that as your trigger column.

• Paste the webhook URL in the designated field.
• Specify the trigger column (e.g., column F).
• Enable the ‘Send on Event’ option for immediate data transfer.

By setting this up, every new response will automatically be sent to Pabbly Connect, ensuring no lead is missed.

4. Creating an Action in PIP Drive

Once your trigger is configured, the next step is to set up the action in PIP Drive using Pabbly Connect. In your workflow, search for PIP Drive as the action application and select it. The action event you will choose is ‘Create Person’.

To connect PIP Drive with Pabbly Connect, you will need to provide an API token from your PIP Drive account. Log in to PIP Drive, navigate to your profile settings, and generate a new API token. Copy this token and paste it into Pabbly Connect to establish the connection.

Select PIP Drive and the action event ‘Create Person’. Generate and copy the API token from your PIP Drive account. Paste the API token into Pabbly Connect.

Now, map the data from the Google Form responses to the fields in PIP Drive to create new contacts automatically. Ensure you fill in all required fields such as name, email, and phone number.

5. Testing and Verifying the Integration

After setting up the action, it’s crucial to test the integration. Go back to your Google Form and submit a new lead entry. This will trigger the workflow you set up in Pabbly Connect and send the data to PIP Drive.

Check your PIP Drive account to verify that the new person has been created with the details you submitted. You should see the lead’s name, email, and phone number populated correctly in your PIP Drive contacts.

Submit a new lead entry in Google Forms. Check PIP Drive for the new contact. Verify that all details are accurate and complete.

By following these steps, you have successfully created an automated workflow using Pabbly Connect to link Google Forms and PIP Drive, ensuring efficient lead management.

Conclusion

This tutorial demonstrates how to automate the integration of Google Forms and PIP Drive using Pabbly Connect. By following the outlined steps, you can streamline your lead management process effectively. Ensure to test your setup for optimal performance and enjoy seamless automation.