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

Learn how to integrate Google Chat with Automation Using Pabbly Connect to streamline notifications for new leads. Follow this detailed tutorial for seamless setup. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Google Chat Notifications

Google Chat is a powerful tool for team communication, and integrating it with Automation can streamline your lead notifications. In this integration, we will automate notifications to your Google Chat space whenever a new lead is captured through Typeform.

To start, ensure you have a Google Chat space set up for your team. This space will receive notifications about new leads, allowing your team to act promptly. Using Pabbly Connect, we can set up this automation without any coding skills.

2. Creating a Workflow in Make

To create a workflow in Make, first log into your account. Click on the ‘Create Workflow’ button to start the process. You will need to name your workflow something descriptive, like ‘Notify Team on Google Chat for Typeform Submission’. using Pabbly Connect

Once named, you will see options for setting up a trigger and an action. For this automation, the trigger will be the submission of a new Typeform entry, and the action will be sending a notification to Google Chat. Follow these steps to set up:

• Log into your Make account.
• Click on ‘Create Workflow’.
• Name your workflow.

After setting up the workflow, select Typeform as your trigger application and choose ‘New Entry’ as the trigger event. This means that every time a new entry is submitted in Typeform, the workflow will be activated.

3. Connecting Typeform to Google Chat

With your workflow created, the next step is to connect Typeform to Google Chat. Go back to Make and select Typeform as your trigger application. Choose ‘New Entry’ as the event to capture new submissions. using Pabbly Connect

Next, you will need to set up the connection between Make and Typeform. Click on the ‘Connect’ button, and if you don’t have an existing connection, choose ‘Add New Connection’. Log into your Typeform account and authorize Make to access your data. After successfully connecting, select the specific Typeform you want to monitor for new leads.

• Select your Typeform from the list.
• Click on ‘Save and Send Test Request’ to ensure the connection works.

Once the test is successful, Make will be ready to capture responses from your Typeform whenever a new lead submits their information.

4. Sending Notifications to Google Chat

After successfully connecting Typeform to Make, it’s time to set up the action to send notifications to Google Chat. In your workflow, select Google Chat as your action application. Choose ‘Create Message’ as the action event. using Pabbly Connect

To set up this connection, you will need the webhook URL from your Google Chat space. Go to your Google Chat space, find the settings for webhooks, and create a new webhook. Copy the webhook URL and paste it into Make when prompted.

Create a new webhook in Google Chat. Copy the webhook URL and paste it into Make.

Finally, customize the message that will be sent to your team. Include dynamic fields such as the lead’s name, email, phone number, and preferred location. This way, every time a new lead submits their information, your team will receive a tailored notification.

5. Testing the Integration

Now that everything is set up, it’s crucial to test the integration. Go back to your Typeform and submit a test entry with sample lead information. Once submitted, check your Google Chat space to see if the notification appears. using Pabbly Connect

If the setup is correct, your team should receive a message with all the lead details. This confirmation indicates that the integration is successful and that your team can now respond to leads quickly.

Submit a test entry in Typeform. Verify the notification in Google Chat.

With this automation in place, your team can efficiently manage new leads and enhance your real estate agency’s responsiveness.

Conclusion

This tutorial covered the process of integrating Google Chat with Automation Using Pabbly Connect to streamline lead notifications. By following these steps, you can ensure your team stays informed and responsive to new leads.