Learn how to automate email notifications from Google Forms to Microsoft Office 365 using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage using the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account. New users can click on ‘Sign up free’ to get started with 100 free tasks every month.
After signing in, you will be directed to the Pabbly Connect dashboard. This is where you can create workflows that automate tasks between applications. To set up your automation, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This initiates the process of connecting Google Forms and Microsoft Office 365 through Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
Once you are in the workflow creation window, give your workflow a name, such as ‘Send Outlook Email on Google Form Submission’. Select a folder for your workflow, or create a new one if needed. This organization helps manage multiple workflows efficiently within Pabbly Connect.
- Name your workflow appropriately.
- Select or create a folder for better organization.
- Click on the ‘Create’ button to finalize.
After creating the workflow, you will see two main components: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be Google Forms, and the Action will be Microsoft Office 365. This setup ensures that every new response in Google Forms leads to an email notification via Outlook, facilitated by Pabbly Connect.
3. Setting Up the Trigger with Google Forms
To set up the Trigger, select Google Forms as your trigger application and choose ‘New Response Received’ as your trigger event. This means that every time a new response is submitted in your Google Form, Pabbly Connect will capture that response.
Upon selecting the trigger, you will be provided with a webhook URL. This URL is essential for connecting your Google Form with Pabbly Connect. Log into your Google Forms account and navigate to the form you created. Ensure that the last field in your form is marked as required to capture all necessary data. Then, set the destination for responses to a Google Sheets spreadsheet to store the data received from the form.
4. Connecting Google Sheets with Pabbly Connect
After configuring Google Forms, the next step is to connect Google Sheets to Pabbly Connect. In your Google Sheets, click on ‘Extensions’, then select ‘Add-ons’, and choose ‘Get Add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. This will allow Google Sheets to send data to Pabbly Connect.
- Install the Pabbly Connect Webhooks add-on.
- Set up the webhook URL in the add-on settings.
- Turn on the send on event option to ensure data is sent to Pabbly Connect.
Once this setup is complete, every new submission in your Google Form will automatically populate in Google Sheets. This data will also be sent to Pabbly Connect for further processing, ensuring a seamless integration between the two applications.
5. Setting Up the Action to Send Emails via Outlook
Now that you have configured the Trigger, it’s time to set up the Action. Select Microsoft Office 365 as your action application and choose ‘Send Mail’ as the action event. This ensures that an email is sent whenever a new response is captured from Google Forms via Pabbly Connect.
To build the connection, click on ‘Connect’ and either select an existing connection or create a new one by granting permission for Pabbly Connect to access your Microsoft Office 365 account. After successful authorization, you will need to fill in details such as the email subject and body. You can dynamically map recipient details from the Google Form responses to personalize the email content.
Finally, click ‘Save and Send Test Request’ to test the setup. If everything is configured correctly, you will receive a confirmation email in your Outlook inbox, confirming that the integration is working smoothly. This entire process showcases how Pabbly Connect effectively automates the workflow between Google Forms and Microsoft Office 365.
Conclusion
In this tutorial, we successfully integrated Google Forms with Microsoft Office 365 using Pabbly Connect. This automation ensures that every new form submission triggers an email notification, enhancing communication efficiency. By following these steps, you can streamline your workflow and improve response management in your organization.
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