Integrate Google Forms with Lion Desk CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Forms with Lion Desk CRM using Pabbly Connect for automated contact creation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Google Forms with Lion Desk CRM, you first need to access Pabbly Connect. This integration and automation software allows seamless connections between applications.

Once you log in to your Pabbly Connect account, click on the ‘Create Workflow’ button. This will allow you to set up your automation process. You can create a free account if you haven’t done so already.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see options to create a new workflow. Name your workflow something like ‘Create Lion Desk Contact from Google Forms Responses’ and click ‘Create’.

Next, you will encounter two boxes: Trigger and Action. The Trigger indicates what will start the automation, while the Action specifies what will happen as a result. For this integration, select Google Forms as your Trigger application.

• Select ‘New Form Responses Received’ from the Google Forms options.
• Copy the provided webhook URL; this will be used in the Google Form settings.

By setting the Trigger correctly, you ensure that every new form submission will initiate the automation process in Pabbly Connect.

3. Configuring Google Forms with Pabbly Connect

To link Google Forms with Pabbly Connect, you need to configure your Google Form’s associated Google Sheets. Open the sheet linked to your form and install the Pabbly Connect Webhooks add-on.

Once the add-on is installed, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL you copied earlier. Specify the trigger column where the data will be sent from.

• Ensure the trigger column is filled with the last data entry column.
• Click on “Send Test” to verify the connection.

This setup ensures that every time a new response is submitted in your Google Form, the data is sent to Pabbly Connect.

4. Sending Data to Lion Desk CRM

Now that you’ve set up Google Forms, it’s time to send the data to Lion Desk CRM through Pabbly Connect. For this, select Lion Desk CRM as your Action application.

Choose the action event ‘Create Contact’. You will need to authorize Pabbly Connect to access your Lion Desk account. Once authorized, map the required fields like name, email, and phone number from the Google Form data to the corresponding fields in Lion Desk.

Make sure to input the first name and last name correctly. Click on ‘Save and Send Test Request’ to create a contact in Lion Desk CRM.

Once the test is successful, you’ll see the new contact created in your Lion Desk CRM, confirming that the integration via Pabbly Connect works perfectly.

5. Finalizing Your Integration Setup

After confirming that the data is successfully sent to Lion Desk, make sure to enable the ‘Send on Event’ option in your Google Sheets add-on settings. This ensures that future submissions trigger the automation automatically.

Additionally, always work in an incognito window or ensure that multiple Google accounts are not logged in to prevent any conflicts while using Pabbly Connect.

With the integration fully set up, every new Google Form submission will automatically create a contact in your Lion Desk CRM. This automation saves time and improves efficiency.

Conclusion

In this tutorial, we demonstrated how to integrate Google Forms with Lion Desk CRM using Pabbly Connect. This automation streamlines the process of contact creation, enhancing productivity and efficiency.