How to Share Google Drive Files on Form Submission Using Pabbly Connect

Learn how to integrate Google Forms and Google Drive using Pabbly Connect for automatic file sharing upon form submission. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms Integration

To start sharing Google Drive files upon form submission, first access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page at Pabbly.com/c/connect. If you’re a new user, you can sign up for a free account, which provides 100 tasks monthly.

After signing in, navigate to your dashboard. Here, you will find various Pabbly applications. Click on Pabbly Connect to begin creating your integration workflow. This tool allows you to connect Google Forms with Google Drive seamlessly, enabling automatic sharing of files.

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the button labeled ‘Create Workflow.’ You will be prompted to name your workflow; enter ‘How to Share Google Drive Files on Form Submission’ and save it in the desired folder. This naming will help you identify the workflow later.

Next, you will see the workflow interface where you can set up triggers and actions. For this integration, select Google Forms as the trigger application. Then, choose the trigger event as ‘New Response Received.’ This setup ensures that every time a new form is submitted, the workflow is activated.

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

After copying the webhook URL, you will need to set up Google Forms to send data to this URL. This is crucial for connecting the two applications through Pabbly Connect.

3. Setting Up Google Forms for Submission

Now, navigate to your Google Form. Ensure that your form is set up to collect responses. Go to the ‘Responses’ tab and link your Google Form to a Google Sheet to store the submissions. This step is essential for the data flow to work correctly with Pabbly Connect.

Before proceeding, perform a test submission using dummy data. Fill in the fields like name, email, and property type, then submit the form. This test will allow you to capture the data in your Google Sheet, which will be sent to Pabbly Connect.

• Enter test details in your Google Form.
• Submit the form to generate a response.
• Check the Google Sheet to confirm data capture.

Once the data appears in your Google Sheet, you can return to Pabbly Connect to ensure that it has captured the response correctly.

4. Connecting Google Sheets with Pabbly Connect

In this step, you will connect Google Sheets to Pabbly Connect. Go to the ‘Extensions’ menu in Google Sheets, select ‘Add-ons,’ and search for Pabbly Connect Webhooks. If you haven’t installed it yet, do so now.

After installation, navigate back to the ‘Extensions’ menu, select Pabbly Connect Webhooks, and click on ‘Initial Setup.’ Paste the webhook URL you copied earlier and specify the trigger column, which is typically the last column of your data (e.g., Column E). After submitting this setup, send a test request to ensure everything is functioning properly.

Open Google Sheets and go to Extensions > Add-ons > Pabbly Connect Webhooks. Select ‘Initial Setup’ and paste your webhook URL. Specify the trigger column and submit.

Once you send the test request, your Google Sheets will be connected to Pabbly Connect, allowing it to capture new submissions automatically.

5. Sharing Files from Google Drive via Pabbly Connect

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Select Google Drive as the action application and choose ‘Share a File’ as the action event. This step is crucial for sending the brochure to leads automatically.

You will need to connect your Google Drive account with Pabbly Connect. If you haven’t done this yet, click on ‘Add a New Connection’ and sign in to your Google account. After granting the necessary permissions, you can select the file ID of the brochure you want to share.

Select Google Drive as the action application. Choose ‘Share a File’ as the action event. Map the email address from the trigger step for file sharing.

After mapping the necessary fields, save the action and send a test request. You should receive a confirmation that the brochure has been sent to the lead’s email. This concludes the setup, demonstrating how Pabbly Connect streamlines the process of sharing Google Drive files upon Google Form submission.

Conclusion

In this tutorial, we explored how to share Google Drive files on form submission using Pabbly Connect. By integrating Google Forms and Google Drive, you can automate file sharing efficiently. With this setup, every form submission triggers an email with the desired files, enhancing user experience and streamlining your workflow.