How to Create Jaldi Lead on Google Forms Submission Using Pabbly Connect

Learn how to automate lead creation from Google Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms Submission

To create a Jaldi lead on Google Forms submission, first, you need to access Pabbly Connect. Go to the Pabbly Connect homepage by visiting the URL Pabbly.com/connect. Here, you will find options to sign in or sign up.

If you are a new user, click on ‘Sign up free’ to receive 300 tasks every month. For existing users, simply click on ‘Sign in’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

To automate the process, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. In the dialog box that appears, name your workflow as ‘Create Jaldi Lead on Google Forms Submission’ and select a folder for organization.

• Click on the ‘Create’ button to proceed.
• You will see the workflow window with options for trigger and action.

In this workflow, your trigger application will be Google Forms, and the action application will be Jaldi. This setup will allow Pabbly Connect to automate lead creation whenever a new response is received in Google Forms.

3. Setting Up Google Forms Trigger in Pabbly Connect

The next step is to set up your trigger in Pabbly Connect. Select Google Forms as your trigger application and choose ‘New Response Received’ as the trigger event. After this, you will receive a webhook URL that you will use to connect Google Forms with Pabbly Connect.

Now, go to your Google Form, click on the ‘Responses’ tab, and then select ‘Link to Sheets’. Click on ‘Create’ to connect your Google Form with Google Sheets. This step ensures that every new response is recorded in the linked Google Sheet.

• Ensure you test the connection by submitting a dummy response in your Google Form.
• Check your Google Sheet to confirm the response is recorded.

With this setup, you can now move on to connect Google Sheets with Pabbly Connect for further automation.

4. Connecting Google Sheets with Pabbly Connect

To complete the integration, you need to connect Google Sheets with Pabbly Connect. Click on ‘Extensions’ in Google Sheets, then select ‘Add-ons’ and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

Once installed, return to the Extensions menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, you will need to paste the webhook URL you received earlier from Pabbly Connect and specify the trigger column, which should be the final data column where new responses will be added.

Enter the trigger column as ‘E’ (or your last column). Click on ‘Submit’ to configure the setup successfully.

After setting up, click on ‘Send Test’ to verify that the connection is established. You should see a successful response in Pabbly Connect, confirming that the integration is working.

5. Adding Jaldi Lead Action in Pabbly Connect

Now that your trigger is set up, it’s time to add the action step in Pabbly Connect. Select Jaldi as your action application and choose ‘Add a Lead’ as your action event. Click on ‘Connect’ to establish a new connection with your Jaldi account.

You will be prompted to enter your API key from your Jaldi account. To find this, go to your Jaldi account, click on ‘Settings’, then ‘Integrations’, and copy your API key. Paste this API key back into Pabbly Connect and click on ‘Save’ to connect.

Enter the Campaign ID from your Jaldi account. Map the data fields like first name, last name, email, and phone from the Google Forms response.

Once all fields are mapped, click on ‘Save and Send Test Request’. You should receive a successful response indicating that a new lead has been added to your Jaldi account. Check your Jaldi account to verify the new lead is created successfully.

Conclusion

This tutorial demonstrated how to create a Jaldi lead on Google Forms submission using Pabbly Connect. By following these steps, you can automate lead creation efficiently. This integration simplifies your workflow, ensuring that no leads are missed from Google Forms submissions.