How to Send Forms in BoloForms from Google Sheets Using Pabbly Connect

Learn how to automate sending forms in BoloForms from Google Sheets using Pabbly Connect. This step-by-step guide covers the entire integration process. 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 Integration

To send forms in BoloForms from Google Sheets, first, access Pabbly Connect. You can do this by navigating to the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, you will see the dashboard. From here, you can create a new workflow that connects Google Sheets and BoloForms. This integration will automate the process of sending forms to your customers based on data in your Google Sheets.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘+ Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name such as ‘Send Forms in BoloForms from Google Sheets’.

• Select the folder for your workflow.
• Choose Google Sheets as the trigger application.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

Once these steps are completed, click on the ‘Create’ button to finalize your workflow setup. This will set the foundation for your integration between Google Sheets and BoloForms through Pabbly Connect.

3. Setting Up the Trigger from Google Sheets

With your workflow created, the next step is to set up the trigger. Copy the webhook URL generated by Pabbly Connect and head over to your Google Sheets.

In Google Sheets, go to the ‘Extensions’ menu, select ‘Add-ons’, then ‘Get add-ons’, and search for ‘Pabbly Connect Webhook’. Install this add-on and return to the ‘Extensions’ menu to find the Pabbly Connect Webhook option. Click on ‘Initial Setup’ and paste the copied webhook URL. Specify the trigger column, which is the final data column in your sheet.

4. Configuring the Action to Send Forms in BoloForms

Now that the trigger is set, the next action is to configure BoloForms in Pabbly Connect. Select BoloForms as your action application and choose the action event ‘Send Form’.

To connect your BoloForms account, you will need to enter your API key. You can find this by going to your BoloForms account, clicking on ‘Settings’, then ‘Integrations’, and finally clicking ‘Setup’ for the API. Copy the API key and paste it into Pabbly Connect.

• Select the form you want to send, such as the feedback form.
• Map the recipient’s email address from Google Sheets to ensure each customer receives their form.
• Fill in the email subject and body to personalize the message.

After configuring these details, click on ‘Save and Send Test Request’ to send a test email to verify the integration.

5. Sending Forms to All Customers Automatically

Once the test is successful, you can send forms to all customers listed in your Google Sheets. Go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Send All Data’. This will trigger the sending of feedback forms to all customers.

With Pabbly Connect, you have successfully automated the entire process of sending forms in BoloForms from Google Sheets. Each customer will receive their feedback form automatically, streamlining your feedback collection process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send forms in BoloForms from Google Sheets. By following the detailed steps, you can automate your feedback process efficiently. This integration saves time and enhances customer engagement.