Integrate Google Forms with Apollo CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Forms with Apollo CRM using Pabbly Connect for efficient lead management. Follow our step-by-step tutorial! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms and Apollo CRM Integration

To begin the integration of Google Forms with Apollo CRM, you need to access Pabbly Connect. First, log in to your Pabbly Connect account, which can be created easily using the link provided in the description. This setup allows you to utilize 100 free automation tasks each month.

Upon logging in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Add Contacts from Google Form Responses into Apollo CRM’, and click on the ‘Create’ button to proceed.

2. Configuring the Trigger: Google Forms in Pabbly Connect

In this step, you will configure the trigger for your automation. Select ‘Google Forms’ as the trigger application and choose the event ‘New Response Received’. This event will activate your workflow every time a new response is submitted via Google Forms. using Pabbly Connect

• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to connect it with your Google Form. Open the Google Form associated with your responses, click on ‘Extensions’, and then ‘Add-ons’. Install the Pabbly Connect Webhooks add-on if you haven’t done so already. Refresh the spreadsheet connected to your form to ensure the add-on is active.

3. Setting Up the Webhook in Google Forms

Once the Pabbly Connect Webhooks add-on is installed, you need to configure it. Click on ‘Extensions’, then on ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. In the setup window, paste the webhook URL you copied earlier into the designated field. using Pabbly Connect

• Paste the webhook URL in the Initial Setup.
• Specify the last data entry column in your spreadsheet for the trigger.
• Click ‘Send Test’ to verify the connection.

This setup ensures that each time a new lead fills out the form, the data will be sent to your Pabbly Connect workflow. After testing, you should see the response data in your Pabbly Connect dashboard, confirming that the integration is active.

4. Adding Leads to Apollo CRM through Pabbly Connect

After successfully setting up the trigger, the next step is to add the leads to Apollo CRM. In the action step of your workflow, select ‘Apollo CRM’ as the application and choose ‘Create a Contact’ as the action event. using Pabbly Connect

Connect to Apollo CRM by clicking on ‘Connect’, then ‘Add New Connection’. You will need to enter your API key from Apollo CRM to establish the connection. Once connected, you will be prompted to map the fields from your Google Form responses to the corresponding fields in Apollo CRM, such as first name, last name, email, and organization name.

Map the first name and last name from the Google Form response. Provide the organization name and email address. Click ‘Save and Send Test Request’ to verify the data transfer.

Upon successful testing, you should see the new contact appear in your Apollo CRM account. This integration allows for real-time data transfer, ensuring that every lead submitted through the Google Form is immediately added to your CRM.

5. Finalizing the Integration and Testing

To complete the integration process, make sure to enable the ‘Send on Event’ option in the Pabbly Connect Webhooks settings. This ensures that every new response will trigger the workflow automatically without manual intervention.

Now, test the entire workflow by submitting a new response in your Google Form. Check your Apollo CRM account to confirm that the new lead has been added successfully. You should see the new contact reflecting in your CRM dashboard, indicating that the integration is functioning as intended.

By following these steps, you have successfully set up an automated process to add leads from Google Forms to Apollo CRM using Pabbly Connect. This automation not only saves time but also enhances your lead management efficiency.

Conclusion

In this tutorial, we explored how to integrate Google Forms with Apollo CRM using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. This integration enhances efficiency and ensures that all leads are captured seamlessly.