Integrating Google Forms Responses to Clientjoy CRM with Pabbly Connect

Learn how to automatically add Google Forms responses to Clientjoy CRM as leads using Pabbly Connect. Step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, visit the Pabbly website and create a free account. This account allows you to test the automation features available in Pabbly Connect.

Once your account is set up, log in to your dashboard. From here, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Automate Lead Collection from Google Forms to Clientjoy’. After naming, click on ‘Create’ to proceed.

2. Setting Up the Workflow in Pabbly Connect

In this step, you will set up the trigger and action for your automation. In Pabbly Connect, the trigger application will be Google Forms, and the event will be ‘New Response Received’. This means that every time a new form submission occurs, it will trigger the workflow. 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.

Next, return to your Google Forms and open the responses section. You will need to link your Google Forms to Pabbly Connect using the copied webhook URL. This connection enables Pabbly Connect to receive form submissions automatically.

3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, open the spreadsheet linked to your form responses. Click on ‘Extensions’, then ‘Add-ons’, and search for the Pabbly Connect Webhooks add-on. Install this add-on if you haven’t done so already.

Once installed, click on ‘Extensions’ again, select ‘Pabbly Connect Webhooks’, and proceed to ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the last data entry column in your spreadsheet.

• Paste the webhook URL in the designated field.
• Set the trigger column to the last column of your data.
• Click on ‘Send Test’ to verify the connection.

After setting this up, submit a test response through your Google Form. This will allow Pabbly Connect to capture the data and confirm that the integration is functioning correctly.

4. Adding Leads to Clientjoy CRM via Pabbly Connect

With the Google Forms integration established, the next step is to add the captured leads to Clientjoy CRM. In Pabbly Connect, select Clientjoy as the action application and choose ‘Create Lead’ as the action event. using Pabbly Connect

Connect your Clientjoy account by entering your login credentials. Once connected, you will need to map the fields from the Google Forms responses to the corresponding fields in Clientjoy. This includes mapping the name, email, and phone number from the form submission.

Select Clientjoy as the action application. Choose ‘Create Lead’ as the action event. Map the fields from Google Forms to Clientjoy CRM.

After mapping the fields, click on ‘Save and Send Test Request’ to create a lead in Clientjoy. Check your Clientjoy dashboard to confirm that the lead has been successfully added.

5. Finalizing the Integration with Pabbly Connect

Now that you have successfully set up the integration, you can finalize it by enabling the ‘Send on Event’ setting in Pabbly Connect. This ensures that every new form submission will automatically create a lead in Clientjoy CRM without any manual intervention.

Remember to test the integration by submitting another response through your Google Form. This will confirm that everything is working as expected. Once everything is set up, you can close Pabbly Connect and let the automation run in the background.

By following these steps, you have effectively automated the process of adding Google Forms responses to Clientjoy CRM using Pabbly Connect. This integration will save you time and ensure that all leads are captured seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Google Forms responses to Clientjoy CRM as leads. This integration streamlines your lead collection process, ensuring that no potential client is overlooked.