How to Add Contacts from Google Forms to My Pipeline Using Pabbly Connect

Learn how to seamlessly add contacts from Google Forms to My Pipeline using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Google Forms with My Pipeline, first visit the Pabbly website. You can easily access it by typing ‘Pabbly.com/connect’ in your browser. Once there, you can sign up for a free account in just a couple of minutes or log in if you already have one.

After logging in, you will land on the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button to initiate your integration process. Name your workflow something descriptive, like ‘Google Forms to My Pipeline’, and click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation using Pabbly Connect. In the trigger window, search for and select ‘Google Forms’. For the trigger event, choose ‘New Response Received’. This will allow Pabbly Connect to capture any new submissions from your Google Form.

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

Next, navigate to your Google Forms account and ensure you have set up a form to collect data. After setting up your form, create a linked Google Sheet where all responses will be stored. This is crucial for the next steps of the integration.

3. Linking Google Forms to Pabbly Connect

To link your Google Forms to Pabbly Connect, you need to make sure that responses are being sent to a Google Sheet. Go to the ‘Responses’ tab in your Google Form and create a new spreadsheet by clicking on the spreadsheet icon.

Once your Google Sheet is set up, go to the extensions menu in Google Sheets, hover over ‘Add-ons’, and select ‘Get add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. After installation, refresh your Google Sheet to ensure that the add-on appears in the extensions menu.

4. Configuring the Webhook in Google Sheets

After refreshing your Google Sheet, go to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and choose ‘Initial Setup’. Here, you will paste the webhook URL you copied from Pabbly Connect. Also, set the trigger column to the last data entry column of your Google Sheet.

• Paste the webhook URL in the designated field.
• Specify the trigger column, which should be the last filled column.
• Click ‘Submit’ to save your settings.

After saving, select ‘Send on Events’ from the same menu. This completes the connection between your Google Sheets and Pabbly Connect, allowing automatic data transfer when a new form submission occurs.

5. Creating Contacts in My Pipeline

Now, it’s time to set up the action in Pabbly Connect to create contacts in My Pipeline. In the action window, search for ‘My Pipeline’ and select it as the app. For the action event, choose ‘Create Contact’. You will then need to connect your My Pipeline account to Pabbly Connect using the API key.

To obtain the API key, log in to your My Pipeline account, navigate to ‘Settings’, and find the API key under ‘Company’. Copy this key and paste it back in Pabbly Connect. Once connected, you can map the fields from your Google Form responses to the respective fields required for creating a new contact in My Pipeline.

Conclusion

This tutorial demonstrates how to efficiently use Pabbly Connect to automate the process of adding contacts from Google Forms to My Pipeline. By following these steps, you can save time and streamline your workflow, ensuring every new lead is captured seamlessly.