How to Create Leads in Privyr from Google Forms Submissions Using Pabbly Connect

Learn how to integrate Google Forms with Privyr using Pabbly Connect to automate lead creation seamlessly. Follow our detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms Integration

To create leads in Privyr from Google Forms submissions, start by accessing Pabbly Connect. This platform is essential for building connections between various applications without the need for coding. First, navigate to the Pabbly Connect website and sign in or sign up for a free account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration process. Click on the ‘Create Workflow’ button, where you will be prompted to name your workflow. For this integration, name it ‘Create Leads in Privyr from Google Forms Submission’.

2. Creating the Trigger in Pabbly Connect

In this step, you will set up the trigger that captures new submissions from Google Forms. In the Pabbly Connect dashboard, select Google Forms as your trigger application. The trigger event will be ‘New Response Received’. This setup ensures that every time a form is submitted, the data is captured by 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.

After copying the webhook URL, go to your Google Forms and open the form you want to connect. In the responses section, click on ‘Link to Sheets’ and create a new spreadsheet. This spreadsheet will automatically collect the responses from your Google Form, which will then be sent to Pabbly Connect.

3. Connecting Google Sheets to Pabbly Connect

To complete the connection between Google Sheets and Pabbly Connect, you will need to install the Pabbly Connect Webhooks add-on. Go to the Extensions menu in Google Sheets, select Add-ons, and then click on Get Add-ons. Search for Pabbly Connect Webhooks and install it.

Once installed, refresh your Google Sheets. Go back to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup. Here, paste the webhook URL you copied earlier and set the trigger column to the last column where data will be entered. This setup ensures that every new form submission will trigger the webhook to send data to Pabbly Connect.

• Select the trigger column in your spreadsheet.
• Click on ‘Send on Event’ to ensure data is sent to Pabbly Connect.

After completing these steps, you will have successfully connected Google Sheets to Pabbly Connect, which will capture all new submissions from your Google Form.

4. Setting Up the Action in Privyr

Now that the trigger is set, it’s time to configure the action that adds the new lead to Privyr. In Pabbly Connect, select Privyr as your action application. The action event will be ‘Create Client’. This step is critical as it determines how the data captured from Google Forms will be utilized. using Pabbly Connect

To connect Privyr, you will need to enter your Privyr authentication token. Log in to your Privyr account, navigate to the integrations section, and find the Pabbly Connect option. Copy the authentication token and paste it into the corresponding field in Pabbly Connect.

Select ‘Create Client’ as the action event. Paste the Privyr authentication token in Pabbly Connect. Map the lead’s details from the previous step.

By mapping the lead’s first name, last name, email, and phone number from the Google Forms submission, Pabbly Connect ensures that all relevant data is sent to Privyr, creating a new client entry seamlessly.

5. Testing the Integration

With everything set up, it’s time to test the integration. Go back to your Google Form and submit a test response. Fill in the required fields and hit the submit button. This action should trigger the workflow in Pabbly Connect and send the data to Privyr.

After submitting the form, check your Google Sheets to confirm that the response has been recorded. Then, refresh your Privyr account to see if the new client has been added successfully. If everything is set up correctly, you should see the new lead listed in your Privyr client section.

This testing phase is crucial as it verifies that the integration between Google Forms, Google Sheets, and Privyr via Pabbly Connect is functioning as intended. If any issues arise, review the steps and ensure all mappings and connections are correct.

Conclusion

In this tutorial, we explored how to create leads in Privyr from Google Forms submissions using Pabbly Connect. By automating the process, you can save time and ensure that leads are captured efficiently. This integration allows you to focus more on your business while Pabbly Connect handles the data flow seamlessly.