How to Add Google Forms Responses to Zoho CRM as Contact Using Pabbly Connect

Learn how to automate adding Google Forms responses to Zoho CRM as contacts using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms and Zoho CRM Integration

To automate adding Google Forms responses to Zoho CRM as contacts, you will first need to access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. Begin by visiting the Pabbly website at Pabbly.com/connect and create a free account. Existing users should sign in to access their dashboard.

Once logged in, you can start creating your automation workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms to Zoho CRM Automation’. This sets the stage for the integration process where Google Forms will act as the trigger application and Zoho CRM as the action application.

2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications and choose the trigger event as ‘New Response Received’. This means that every time a new form response is submitted, it will trigger the workflow.

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

Next, go to your Google Forms response section and click on the ‘Extensions’ tab. From there, select ‘Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install the add-on if you haven’t done so already. Once installed, click on ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’. Paste the copied webhook URL into the designated box in the spreadsheet to establish the connection.

3. Testing the Google Forms to Pabbly Connect Integration

After setting up the webhook URL, it’s essential to test the connection to ensure data flows correctly into Pabbly Connect. Fill out a test response in your Google Form to generate data. For example, enter a name, email, phone number, and travel budget.

Once you submit the form, return to your Google Sheets linked to the form and check if the response has been recorded. Then, go back to Pabbly Connect and click on ‘Send Test’ to verify that the data has been successfully captured. If the test is successful, Pabbly Connect will display the data received from the Google Form.

4. Connecting Zoho CRM as the Action Application in Pabbly Connect

Now that you have successfully set up Google Forms as the trigger, the next step is to connect Zoho CRM as the action application in Pabbly Connect. Select Zoho CRM from the application list and choose ‘Create Contact’ as the action event. This will allow you to automatically add the form responses as contacts in your Zoho CRM account.

• Select Zoho CRM in Pabbly Connect.
• Choose ‘Create Contact’ as the action event.
• Connect your Zoho CRM account by providing the required domain and authorizing access.

Once connected, map the necessary fields from the Google Forms response to the Zoho CRM contact fields. For example, map the traveler’s name, email, and phone number. After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the contact is created successfully in Zoho CRM.

5. Conclusion: Automate Your Workflow with Pabbly Connect

By following these steps, you can automate the process of adding Google Forms responses to Zoho CRM as contacts using Pabbly Connect. This integration eliminates the need for manual data entry, saving you time and reducing errors.

With Pabbly Connect, you can easily manage multiple integrations and ensure that your business processes are streamlined. Start automating today and enjoy the benefits of efficient workflow management!