Integrate Google Forms with Teamleader CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Forms responses with Teamleader CRM using Pabbly Connect. Step-by-step tutorial to automate your lead generation process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Google Forms with Teamleader CRM, you need to access Pabbly Connect. Begin by typing Pabbly.com/connect in your browser’s address bar. This will take you to the Pabbly Connect interface, where you can log in or sign up for a free account.

Once logged in, you’ll see an option to create a new workflow. Click on it and give your workflow a name, such as ‘Google Forms to Teamleader’. This naming convention helps keep your integrations organized and easily identifiable.

2. Setting Up Google Forms in Pabbly Connect

In this step, you will configure Google Forms to trigger the automation in Pabbly Connect. Select the trigger event by choosing ‘New Response Received’ from the Google Forms options. This action will initiate the workflow every time a new response is submitted.

• Choose your Google Forms account to connect.
• Follow the instructions to set up the webhook URL provided by Pabbly Connect.
• Link the Google Sheet that captures your Google Forms responses.

Once the Google Sheet is linked, go to the ‘Responses’ section of your Google Form and create a new Google Sheet. This sheet will automatically populate with responses from your form, enabling Pabbly Connect to access the data.

3. Connecting Google Sheets to Pabbly Connect

After setting up Google Forms, the next step is to connect Google Sheets to Pabbly Connect. In your Google Sheet, navigate to the ‘Extensions’ menu, then select ‘Pabbly Connect Webhooks’. If you don’t see this option, you may need to install the Pabbly Connect Webhooks add-on.

Once installed, go back to the ‘Extensions’ menu and click on ‘Initial Setup’. Paste the webhook URL from Pabbly Connect into the designated field and set the trigger column to the last data column of your sheet. This column will be responsible for sending the data to Pabbly Connect.

4. Configuring Teamleader CRM to Receive Data

Now that your Google Forms responses are connected to Pabbly Connect, it’s time to set up Teamleader CRM. In Pabbly Connect, select Teamleader as the action app and choose the ‘Create Contact with Primary Address’ action. This will create a new contact in your CRM every time a form response is submitted. using Pabbly Connect

Click on ‘Connect’ and authorize Pabbly Connect to access your Teamleader account. Once connected, you can map the fields from the Google Sheet to the corresponding fields in Teamleader CRM, such as first name, last name, email, and address. Ensure that you enter the country in capital letters as required by Teamleader.

5. Testing and Activating the Integration

After mapping the fields, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test contact to Teamleader CRM. Check your CRM to ensure the contact is created successfully.

If you encounter any issues, double-check that the data is correctly mapped and that the country field is in the proper format. Once everything is confirmed, your integration is complete. From now on, every new Google Forms response will automatically create a lead in Teamleader CRM through Pabbly Connect.

Conclusion

This tutorial detailed how to integrate Google Forms with Teamleader CRM using Pabbly Connect. By automating this process, you can efficiently manage leads and enhance your business operations. Follow these steps to streamline your lead generation process seamlessly.