Automate Lead Management with Pabbly Connect: Google Forms and InCharge Integration

Learn how to automate lead management by integrating Google Forms with InCharge using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To begin the integration process, you first need to access Pabbly Connect. This platform enables seamless automation between applications like Google Forms and InCharge. Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up for free and get started with 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This is where you will set up your automation process for capturing leads from Google Forms into InCharge.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Create or Update InCharge Person on Google Form Submission.’ Select a folder where you want to save this workflow.

• Name your workflow appropriately.
• Choose a specific folder for organization.
• Click on the ‘Create’ button to finalize your workflow setup.

With the workflow created, you will see two sections: Trigger and Action. The Trigger section is where you define what event will start the automation. In this case, you will select Google Forms as your trigger application.

3. Setting Up Google Forms as the Trigger

In the Trigger section, select Google Forms as the trigger application. Choose the event ‘New Response Received’ to capture submissions from your Google Form. Pabbly Connect will provide you with a unique webhook URL to connect your Google Form to the automation.

Next, copy the webhook URL provided by Pabbly Connect and go to your Google Form. In the Responses tab, select the option to link your form to a Google Sheet. This will automatically create a new spreadsheet where all responses will be recorded. After creating the spreadsheet, you will need to set up the Pabbly Connect Webhook add-on to facilitate the connection.

• Install the Pabbly Connect Webhook add-on from Google Workspace Marketplace.
• Open the add-on and paste the webhook URL in the setup window.
• Set the trigger column to the final data column in your spreadsheet.

Once everything is set up, you can test the connection by submitting a response in your Google Form. This will trigger the webhook and allow Pabbly Connect to capture the response data.

4. Adding InCharge as the Action Step

After setting up Google Forms as the trigger, you will now set up the action step. In this case, the action application will be InCharge. Select ‘Add or Update Person’ as the action event. This step is crucial because it allows you to automatically add leads captured from Google Forms into your InCharge account.

Click on the ‘Connect’ button to authorize the connection between Pabbly Connect and InCharge. You will be prompted to allow Pabbly Connect access to your InCharge account. Once authorized, you will start mapping the fields from the Google Form response to the InCharge fields.

Map the email, first name, last name, and company name from the Google Form. Specify the lead source as ‘Google Form Submission’ for tracking. Complete the mapping for any additional required fields.

After completing the mapping, click on the ‘Save and Test Request’ button. This will send a test request to InCharge to ensure that the integration works correctly. If successful, you will see the new lead appear in your InCharge account.

5. Conclusion: Automating Lead Management with Pabbly Connect

In this tutorial, we outlined how to automate the process of adding leads from Google Forms to InCharge using Pabbly Connect. By setting up a trigger for new responses in Google Forms and an action to add or update persons in InCharge, you can streamline your lead management process.

This automation saves you time and ensures that your leads are promptly added to your marketing workflows. With Pabbly Connect, you can create efficient integrations not only with Google Forms and InCharge but also with numerous other applications, enhancing your overall productivity.