Automating Google Forms Submissions to InCharge with Pabbly Connect

Learn how to automate Google Forms submissions to InCharge using Pabbly Connect in this step-by-step tutorial. Save time and streamline your lead management process! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating submissions from Google Forms to InCharge, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and enjoy 100 free tasks monthly.

Once logged in, the Pabbly Connect dashboard will appear. Here, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this tutorial, name it ‘Create or Update InCharge Person on Google Form Submission’ and select an appropriate folder. After that, click on the ‘Create’ button to set up your workflow.

2. Setting Up Google Forms as a Trigger in Pabbly Connect

In this section, we will set Google Forms as the trigger application in Pabbly Connect. Click on the trigger application field and select Google Forms. For the trigger event, choose ‘New Response Received’. This setup will ensure that every time a new form submission occurs, Pabbly Connect captures the data.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Google Form and go to the ‘Responses’ tab. Click on ‘Link to Sheets’ to create a new spreadsheet that will store the form responses. This spreadsheet will be directly connected to Pabbly Connect, allowing it to capture the new submissions automatically.

3. Connecting Google Sheets to Pabbly Connect

After creating the spreadsheet, you need to connect it to Pabbly Connect. From the spreadsheet, go to the ‘Extensions’ menu, then select ‘Add-ons’ and choose ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Navigate to the ‘Extensions’ menu in your spreadsheet.
• Select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’.
• Paste the webhook URL and set the trigger column to G.

Once the setup is complete, click on the ‘Submit’ button. This will establish a connection between your Google Form responses and Pabbly Connect, allowing it to capture the data whenever a new submission is made.

4. Testing the Integration with Pabbly Connect

Now that your Google Forms and Google Sheets are connected through Pabbly Connect, it’s time to test the integration. Fill out the Google Form with test data and submit it. After submission, Pabbly Connect should capture the response.

Check the Pabbly Connect workflow dashboard to see if it shows a ‘Waiting for Webhook Response’ message. If it does, this means the integration is set up correctly. You should see that the data from the form submission is captured in Pabbly Connect.

5. Adding Leads to InCharge via Pabbly Connect

In this final step, you will set InCharge as the action application in Pabbly Connect. Select InCharge and choose the action event ‘Add or Update Person’. This allows you to create a new lead in your InCharge account based on the form submission data.

After selecting the action event, connect your InCharge account by following the authorization prompts. Once connected, you will need to map the data from the Google Form submission to the relevant fields in InCharge. This includes mapping the first name, last name, email, and company name.

Once you have mapped all necessary fields, click on the ‘Save and Test’ button. If successful, you will see the new lead added to your InCharge account. This completes the automation process, ensuring that every new lead from Google Forms is automatically added to your email marketing tool through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of adding Google Forms submissions to InCharge using Pabbly Connect. By following these steps, you can save time and streamline your lead management process effectively.