Learn how to integrate Google Forms with SalesBlink using Pabbly Connect for seamless automation of lead management. Follow this detailed tutorial for step-by-step instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Automation
To begin the integration process using Pabbly Connect, first, access the platform by visiting its landing page. You can do this by searching for ‘Pabbly Connect’ in your browser and clicking on the sign-up or sign-in option.
If you’re new, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in to access their dashboard. Once logged in, navigate to the ‘All Apps’ page and click on ‘Access’ under Pabbly Connect.
2. Create 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 and name your workflow, for instance, ‘Google Form to SalesBlink’. Choose the appropriate folder for your workflow and click ‘Create’.
This opens the workflow interface, which consists of two main sections: the trigger window and the action window. Start by setting up the trigger for Google Forms to capture new submissions.
- Click on the trigger window and select Google Forms.
- Set the trigger event to ‘New Response Received’.
- Copy the webhook URL provided by Pabbly Connect.
After copying the webhook URL, you need to integrate it with your Google Form, which will be detailed in the next section.
3. Integrate Google Forms with Pabbly Connect
To connect your Google Form with Pabbly Connect, ensure the last question in your form is marked as required. Then, navigate to the responses tab and create a new spreadsheet linked to your Google Form.
Once the spreadsheet is created, go to the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Refresh your Google Sheets to see the new add-on.
- Access the ‘Pabbly Connect Webhooks’ add-on from the Extensions menu.
- Click on ‘Initial Setup’ and enter the copied webhook URL.
- Set the trigger column to the last data entry column (usually column G).
After completing the setup, ensure to select ‘Send on Event’ to automatically send new form responses to Pabbly Connect.
4. Add Leads to SalesBlink Using Pabbly Connect
Now that your Google Form is connected to Pabbly Connect, the next step is to add the new leads to SalesBlink. In the action window of your workflow, search for SalesBlink and select it.
Choose the action event as ‘Add Leads to List’ and connect your SalesBlink account using the API key. You can find this key in your SalesBlink account settings. Once connected, you will need to enter the List ID where the leads will be added.
Navigate to your SalesBlink account and retrieve the List ID. Map the fields from the Google Form response to the corresponding fields in SalesBlink. Click ‘Save and Send Test Request’ to verify the integration.
Upon successful mapping and testing, your leads will be automatically added to SalesBlink whenever a new Google Form submission occurs.
5. Test the Automation Workflow
After setting up the integration, it’s essential to test the automation to ensure it works seamlessly. Go back to your Google Form and submit a test entry.
Once submitted, check your Google Sheets to confirm that the response has been recorded. Then, refresh your SalesBlink account to see if the new lead has been added successfully.
Submit a new lead through your Google Form. Verify that the data appears in Google Sheets. Check SalesBlink for the newly added lead.
If everything is set up correctly, you will see the details of the new lead in your SalesBlink account, confirming that the integration using Pabbly Connect is functioning properly.
Conclusion
In this tutorial, we explored how to integrate Google Forms with SalesBlink using Pabbly Connect. This automation streamlines the lead management process, ensuring that every form submission is captured and added as a lead efficiently. With Pabbly Connect, you can automate various workflows, enhancing productivity and accuracy in your business operations.
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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