Integrating Google Chat with Automation Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Chat with Automation Using Pabbly Connect for efficient notifications on new leads. Follow our detailed tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Overview of Automation with Google Chat

Automation is essential for streamlining processes, and using Google Chat can significantly enhance team communication. In this tutorial, we will show how to automate notifications for new leads captured through Typeform submissions directly to Google Chat.

By utilizing Make, you can set up this automation without any coding skills. Our goal is to ensure that whenever a potential client submits a Typeform, your team receives an immediate notification in Google Chat.

2. Setting Up Make for Google Chat Integration

To start integrating Google Chat with Make, first, sign in to your Make account. If you are a new user, click on ‘Sign Up for Free’ to create your account and receive 100 free tasks each month. using Pabbly Connect

Once logged in, follow these steps to create a new workflow:

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Notify Team on Google Chat for Typeform Submission’).
• Select the appropriate folder for organization.

After naming your workflow, you will see two main sections: trigger and action. The trigger will be Typeform, and the action will be Google Chat.

3. Configuring Typeform as a Trigger

To set Typeform as your trigger, select it from the application list in Make. You will need to choose the event type, which will be ‘New Entry’. This event captures new submissions from your Typeform. using Pabbly Connect

Next, connect your Typeform account by clicking on the ‘Connect’ button. You can either select an existing connection or create a new one by following the prompts to authorize Make to access your Typeform account.

Once connected, choose the specific Typeform you want to use for this automation. Make sure to select the correct form related to your real estate agency, then click on ‘Save and Send Test Request’. This will prepare your workflow to capture responses from Typeform.

4. Setting Up Google Chat for Notifications

After configuring Typeform, it’s time to set Google Chat as the action application. Select Google Chat and choose the action event ‘Create Message’. This action will send a notification to your Google Chat space whenever a new lead is captured. using Pabbly Connect

To establish this connection, you will need to input the chat webhook URL. To obtain this URL, navigate to your Google Chat space, go to ‘Apps and Integrations’, and add a new webhook. Name the webhook (e.g., ‘New Leads’) and paste the Avatar URL provided in the instructions from Make.

Once the webhook is created, copy the URL and paste it back into Make. Now, you can customize the message that will be sent to your team, including dynamic fields for the lead’s name, email, phone number, and location.

5. Testing the Automation Workflow

With both Typeform and Google Chat configured, it’s essential to test the automation. Submit a test entry through your Typeform to ensure the data is captured correctly. After submission, head back to Make and check if the response is displayed. using Pabbly Connect

Once the response is captured, send a test notification to Google Chat. If set up correctly, your team should receive a message alerting them of the new lead with all relevant details. This confirms that your automation between Google Chat and Make is functional.

By following these steps, you can ensure that your team stays informed and can act promptly on new leads, enhancing your real estate business’s efficiency and responsiveness.

Conclusion

This tutorial has guided you through the process of integrating Google Chat with Automation Using Pabbly Connect. By automating notifications for new leads, you can streamline your communication and improve your team’s responsiveness. Embrace automation to enhance your business efficiency.