Automate Google Forms Notifications to Google Chat with Pabbly Connect

Learn how to automate notifications from Google Forms to Google Chat using Pabbly Connect. Step-by-step guide 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. Introduction to Pabbly Connect for Google Forms and Google Chat Integration

Pabbly Connect is a powerful automation tool that allows you to integrate Google Forms with Google Chat seamlessly. By using Pabbly Connect, you can automate the process of notifying your team whenever a new lead is generated through Google Forms. This integration saves time and ensures that your team is promptly informed about new inquiries.

To get started, you’ll need to sign in to your Pabbly Connect account. If you’re a new user, you can sign up for free and enjoy 100 tasks every month. Once you’re logged in, you can begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to enter a name for your workflow. For this integration, we will name it ‘Notify Team on Google Chat for Google Form Submission’.

• Enter the workflow name.
• Select a folder to save the workflow.
• Click on the ‘Create’ button.

Once your workflow is created, you’ll see two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result of the Trigger. In this case, our Trigger will be a new response in Google Forms.

3. Setting Up the Trigger in Pabbly Connect

For the Trigger application, select Google Forms from the list. The Trigger event will be set to ‘New Response Received’. This means that every time a new lead fills out the Google Form, Pabbly Connect will capture that response automatically.

After selecting the Trigger, you will be provided with a unique webhook URL. Copy this URL, as you will need it to connect your Google Form to Pabbly Connect. Open your Google Form, navigate to the Responses tab, and click on ‘Link to Sheets’ to create a new spreadsheet for the responses.

• Create a new spreadsheet for form responses.
• Go to Extensions > Add-ons > Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.

Once installed, refresh the spreadsheet and go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL and set the Trigger Column to the final data column in your spreadsheet.

4. Configuring the Action in Pabbly Connect

Now that the Trigger is set up, the next step is to configure the Action. For the Action application, select Google Chat and the Action event as ‘Create a Message’. This setup allows you to send a notification to your Google Chat space whenever a new lead is generated. using Pabbly Connect

After selecting Google Chat, you will need to enter the Chat Webhook URL. To get this URL, go to your Google Chat space, click on the arrow next to your space name, and select ‘Apps and Integrations’. Under this menu, find ‘Webhooks’ and click on ‘Add Webhook’. Name your webhook and copy the provided URL.

Open your Google Chat space and click on the arrow next to the space name. Select ‘Apps and Integrations’ and find ‘Webhooks’. Add a new webhook and copy the URL.

Once you have the webhook URL, paste it into the Pabbly Connect setup and create your message template. Map the fields from the Google Form responses to include lead details in your message.

5. Testing the Integration with Pabbly Connect

After configuring both the Trigger and Action, it’s essential to test the integration. Submit a test response through your Google Form and check if the data is captured in Pabbly Connect. If everything is set up correctly, you should see the response in your workflow.

Once the test submission is successful, check your Google Chat space for the notification. The message should include all the mapped lead details, confirming that the integration works flawlessly. This automation ensures your team is always informed about new leads in real-time.

If you want to further refine your automation, you can add additional actions in Pabbly Connect or modify the message format. This flexibility allows you to tailor the notifications to your team’s needs and preferences.

Conclusion

Using Pabbly Connect to automate Google Forms notifications to Google Chat streamlines your lead management process. This integration helps you stay organized and ensures timely follow-up with potential clients, enhancing your overall business efficiency.