Streamline Grievance Handling: Automate Google Forms with Google Chat Using Pabbly Connect

Learn how to automate grievance handling using Google Forms and Google Chat with Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Grievance Handling Automation

To streamline grievance handling, the first step is to access Pabbly Connect. This platform enables the integration of Google Forms and Google Chat seamlessly. You can reach Pabbly Connect by visiting their homepage and signing up for a free account.

After signing up, you will have access to 100 free tasks every month. Existing users can sign in directly. Once logged in, navigate to the ‘All Apps’ section where you can find Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the grievance process. Click on the ‘Create Workflow’ button and name your workflow. For this example, name it ‘Automate Grievance Forms with Google Forms and Google Chat’.

• Select the folder where you want to save the workflow.
• Click on ‘Create’ to proceed.

Upon creating the workflow, you will see two main sections: Trigger and Action. The Trigger will be Google Forms, and the Action will be Google Chat. This setup allows you to automate the process of sending grievance details from Google Forms to Google Chat using Pabbly Connect.

3. Setting Up Google Forms as a Trigger in Pabbly Connect

In this step, you will set Google Forms as the trigger in Pabbly Connect. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This event will activate the workflow when a new response is submitted through the form.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to link Google Forms with Pabbly Connect. Now, go to your Google Forms and link it to Google Sheets by clicking on ‘Responses’ and then ‘Link to Sheets’.

• Choose to create a new spreadsheet for the responses.
• Ensure the response fields match with those in Google Forms.

Once the spreadsheet is created, you can test the setup by submitting a sample response in Google Forms. This will help ensure that the data is being captured correctly in Google Sheets and is ready for integration with Pabbly Connect.

4. Connecting Google Chat as an Action in Pabbly Connect

The next step is to connect Google Chat as the action in your Pabbly Connect workflow. Select Google Chat as your action application and choose the event ‘Create Message’. This action will send a message to your chosen Google Chat space whenever a grievance form is submitted.

To set this up, you will need to create a webhook URL in Google Chat. Go to your Google Chat space, click on ‘Apps and Integrations’, and add a new webhook. Provide a name for the webhook, such as ‘New Employee Grievance’, and paste the webhook URL from Pabbly Connect.

Map the required fields such as employee name, department, and grievance details in the message. Click on ‘Save and Send Test Request’ to confirm the setup.

After saving, check your Google Chat space for the message to ensure that the integration between Google Forms and Google Chat via Pabbly Connect is successful.

5. Testing and Verifying the Integration

Testing the entire workflow is crucial to ensure that the integration is functioning as expected. Submit a new grievance through the Google Form and check if the response appears in Google Sheets. Once confirmed, check Google Chat to see if the message is sent to your team.

If everything is set up correctly, you should see the grievance details including the employee’s name, department, and their suggestions in the Google Chat space. This confirms that Pabbly Connect is effectively automating the grievance handling process.

To further verify, you can submit multiple grievances to ensure that the workflow consistently sends messages to Google Chat without any manual intervention. This automation significantly enhances the efficiency of handling employee grievances in your organization.

Conclusion

In this tutorial, we demonstrated how to streamline grievance handling by integrating Google Forms and Google Chat using Pabbly Connect. This automation allows for efficient management of employee grievances, ensuring timely responses and improved communication.