Learn how to integrate Google Forms with Keep using Pabbly Connect. Follow this detailed tutorial for seamless automation of your contact management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating Google Forms with Keep, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page, where you will find options to sign in or sign up.
If you are a new user, click on ‘Sign up for free’ to create your account. Existing users can click on ‘Sign in’ to access their dashboard. Once logged in, locate the Pabbly Connect app and click on ‘Access Now’ to start your integration journey.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. You can name it something like ‘Google Forms to Keep Integration’.
- Choose a name that reflects the purpose of the workflow.
- Select a folder to save your workflow for easy access.
Once you have named your workflow, click on ‘Create’. This action opens the workflow window, where you will set the trigger and action for your automation.
3. Setting Up the Trigger in Pabbly Connect
In the workflow window, you need to define the trigger. For this integration, select ‘Google Forms’ as your trigger application. The event you will choose is ‘New Response Received’. This means that the workflow will be activated whenever a new submission is made in your Google Forms.
Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be essential for linking Google Forms to your Pabbly Connect workflow.
- Ensure that the last question in your Google Form is marked as required.
- Navigate to the Responses tab in Google Forms and create a linked Google Sheet.
After linking your Google Form to a Google Sheet, you will set up the Pabbly Connect webhook in the Google Sheets add-on.
4. Linking Google Sheets with Pabbly Connect
To connect Google Sheets with Pabbly Connect, open the linked sheet and navigate to Extensions > Add-ons > Get Add-ons. Search for the Pabbly Connect add-on and install it if you haven’t done so already. After installation, refresh your Google Sheet to see the Pabbly Connect options.
Once refreshed, go to Extensions > Pabbly Connect Webhooks and select the ‘Initial Setup’ option. Here, you will need to enter the sheet name, paste the webhook URL you copied earlier, and specify the trigger column, which should be the final data column in your sheet.
Enter the sheet name that corresponds to your Google Form. Paste the copied webhook URL from Pabbly Connect. Set the trigger column, typically the last column where data will be entered.
After completing these steps, click on ‘Submit’ to finalize the connection between Google Sheets and Pabbly Connect.
5. Setting Up the Action to Create or Update Keep Contacts
With the trigger successfully set, the next step is to define the action in Pabbly Connect. Select ‘Keep’ as your action application and choose the event ‘Create or Update a Contact’. This action will ensure that every new form submission results in a corresponding contact being created or updated in your Keep account.
Upon selecting Keep, you will need to connect your Keep account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Keep account. Make sure to allow all necessary permissions for a smooth integration process.
Map the email field from the Google Forms submission to the corresponding field in Keep. Ensure that required fields such as first name and last name are also mapped correctly. Test the workflow by submitting a new response in Google Forms.
After mapping the necessary fields, click on ‘Save and Send Test Request’ to check if the contact is created in Keep. If successful, you will see the new contact in your Keep account, confirming that the integration is working as intended.
Conclusion
In this tutorial, we successfully integrated Google Forms with Keep using Pabbly Connect. By following these steps, you can automate the process of creating or updating contacts based on form submissions, enhancing your lead management efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Pabbly Connect serves as a powerful integration platform, enabling seamless connections between various applications, including Google Forms and Keep. This automation can significantly improve your business processes and lead follow-ups.