Learn how to automate Slack alerts for customer reviews submitted via Google Forms using Pabbly Connect. Step-by-step tutorial to streamline your retail chain feedback process.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate Slack alerts for customer reviews submitted via Google Forms, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can either sign in or sign up for a new account. If you are a new user, you can sign up for free to explore the platform’s features.
Once logged in, you will find the dashboard where you can create workflows. This is essential for connecting your Google Forms to Slack. By using Pabbly Connect, you can seamlessly integrate these applications and automate the notification process for your retail chain stores.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. You will be prompted to name your workflow. For this tutorial, name it ‘Send Slack Alerts for Customer Reviews Submitted via Google Forms for Retail Chain Stores’.
- Select a folder for your workflow, or create a new one as needed.
- Click the ‘Create’ button to finalize your workflow setup.
Now that you have created your workflow, you will see the trigger and action setup options. This is where Pabbly Connect will help you automate the process of sending alerts to Slack whenever a new review is submitted through Google Forms.
3. Setting Up Google Forms as a Trigger
In this section, you will set Google Forms as the trigger application in your Pabbly Connect workflow. Click on the trigger application option and select Google Forms. For the trigger event, choose ‘New Response Received’. This ensures that every time a new response is submitted, it triggers the workflow.
After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need it to connect your Google Forms with Pabbly Connect. Make sure your Google Form is set up to collect customer reviews accurately.
- Ensure all required fields in your Google Form are filled out correctly.
- Connect your Google Form to Google Sheets to store responses automatically.
Once this is done, your Google Forms will be successfully integrated with Pabbly Connect, ready to send alerts to Slack whenever a new review is submitted.
4. Connecting Google Sheets to Pabbly Connect
The next step involves linking Google Sheets with Pabbly Connect to ensure that every new review submitted via Google Forms is captured. In your Google Sheets, navigate to the Extensions menu, select Add-ons, and search for the Pabbly Connect Webhooks add-on. Install it if you haven’t done so already.
After installation, refresh your Google Sheets and go back to the Extensions menu. Select Pabbly Connect Webhooks and choose ‘Initial Setup’. Here, paste the webhook URL you copied earlier from Pabbly Connect. You also need to specify the trigger column, which is typically the last column containing data.
Enter the trigger column as the last data column (e.g., Column G). Click on the ‘Submit’ button to finalize the setup.
This setup will allow Pabbly Connect to capture data from Google Sheets and send it to Slack whenever a new review is submitted, effectively automating your alert process.
5. Sending Slack Alerts from Pabbly Connect
Now that you have set up both Google Forms and Google Sheets, it’s time to configure Slack within Pabbly Connect. In the action step of your workflow, choose Slack as the action application. Select the action event as ‘Send Channel Message’. This will notify your team in Slack whenever a new customer review is received.
To connect Slack with Pabbly Connect, click on the connect button and select ‘Add New Connection’. You will be prompted to enter the token type, which can be either user or bot. Once you provide the necessary permissions, select the Slack channel where you want the alerts to be sent.
Map the message fields to include customer details like name, email, and feedback. Test the connection to ensure alerts are sent successfully.
With this configuration, every time a customer submits feedback through Google Forms, Pabbly Connect will automatically send a message to your specified Slack channel, keeping your team informed in real time.
Conclusion
This tutorial demonstrated how to automate Slack alerts for customer reviews submitted via Google Forms using Pabbly Connect. By following the steps outlined, you can streamline your feedback process for retail chain stores, ensuring timely responses and improved customer satisfaction.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!