How to Create Records in Airtable for Delighted Responses Using Pabbly Connect

Learn how to automate the creation of records in Airtable from Delighted responses using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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. Setup Pabbly Connect for Automation

To create records in Airtable for Delighted responses, we will use Pabbly Connect. Start by signing up for a Pabbly Connect account using the signup link provided. Once logged in, navigate to your dashboard.

Click on ‘Create Workflow’ and name it, for example, ‘Delighted to Airtable’. This workflow will facilitate the automation process, allowing you to integrate Delighted and Airtable seamlessly through Pabbly Connect.

2. Setting Up the Trigger for Delighted Responses

In the trigger window of Pabbly Connect, search for and select the Delighted app. Choose ‘New Survey Response’ as the trigger event. This setup will allow you to capture responses from your surveys automatically.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your Delighted account. In Delighted, navigate to the Integrations section and select ‘Webhook’. Here, add a new rule and paste the copied webhook URL into the designated field.

• Select the type of responses you want to capture (e.g., all responses).
• Save the rule and enable it.

Click on ‘Send Test’ to send a test response to Pabbly Connect. Check back in your workflow to confirm that the response has been received.

3. Configuring the Action to Create Records in Airtable

Next, scroll down to the action window in Pabbly Connect and search for Airtable. Select it and choose ‘Create Record’ as the action event. You will then need to connect your Airtable account by entering the API key, which you can find in your Airtable account settings.

Once connected, select the base and table where you want to create the records. For this example, choose the base named ‘Delighted’ and the table named ‘Table 2’. Pabbly Connect will display the fields from your Airtable table, allowing you to map the data received from Delighted.

• Map the name, email, score, and comment fields to the corresponding data from Delighted.
• Ensure all necessary fields are mapped correctly before proceeding.

After mapping the fields, click on ‘Save and Send Test Request’ to check if the record is created successfully in Airtable.

4. Formatting Date and Time for Airtable Records

To ensure the date and time are in a readable format, use the DateTime Formatter feature in Pabbly Connect. Add an action step before the Airtable step and select DateTime Formatter.

Choose ‘Format Date with Time Zone’ as the action event. Map the created date from the Delighted response and select the current format as timestamp. Set the desired output format and time zone (for example, Asia/Kolkata) to convert the timestamp into a standard date format.

After setting up the DateTime Formatter, reconnect your Airtable account in Pabbly Connect to ensure the new mapping is recognized. Remap the date and time field in Airtable with the formatted date from the DateTime Formatter.

5. Testing the Automation in Real-Time

Finally, it’s time to test the entire automation workflow. Send a real-time survey through Delighted to a test user. Once the user responds, check your Airtable database to see if the response has been recorded correctly.

If everything is set up correctly, you will see the new record in Airtable reflecting the user’s name, email, score, comment, and the correct date and time. This confirms that your automation using Pabbly Connect is functioning as intended.

With this setup, every time a user responds to your survey in Delighted, their responses will automatically populate in your Airtable records, streamlining your data collection process.

Conclusion

Using Pabbly Connect, you can effortlessly automate the integration between Delighted and Airtable, ensuring that all survey responses are captured in real-time. This setup not only saves time but also enhances data accuracy and accessibility.