How to Automatically Send Google Forms Leads to Your CRM (No Coding)

Learn how to automatically send Google Forms leads to your CRM using Pabbly Connect. Step-by-step tutorial with detailed integration instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of automatically sending Google Forms leads to your CRM, first, you need to access Pabbly Connect. Go to the official Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. This powerful automation tool allows you to integrate various applications seamlessly without any coding.

Once on the Pabbly Connect page, you can either sign in or sign up for a free account. New users will be greeted with a free plan that includes 100 tasks per month, which is perfect for exploring the features of Pabbly Connect. After signing in, navigate to the dashboard where you can manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version and the classic version of the workflow builder. Select the new beta version for a more modern and flexible experience.

Next, enter a name for your workflow, such as ‘Automatically Send Google Forms Leads to Zoho CRM’. Choose a suitable folder for your workflow, like ‘Pabbly Connect’. Once you click the ‘Create’ button, your workflow is set up and ready for configuration.

• Click on the ‘Create Workflow’ button.
• Select the new beta version of the workflow builder.
• Enter a descriptive name for your workflow.

Your new workflow is now created, and it’s time to set up the trigger application.

3. Setting Up Google Forms as the Trigger

In this step, we will configure Google Forms as the trigger for your workflow in Pabbly Connect. Click on the trigger application option and search for Google Forms. Select it, then choose the event as ‘New Response Received’. This means that every time a new form submission is made, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Google Forms to your workflow. Now, go to your Google Forms account and open the form you want to integrate.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the event.
• Copy the provided webhook URL for integration.

With the webhook URL copied, proceed to set up the Google Form to send responses to Pabbly Connect.

4. Connecting Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, open your Google Form and navigate to the ‘Responses’ tab. Click on ‘View in Sheets’ to create a Google Sheet linked to your form responses. Now, go to the Extensions menu, find the Pabbly Connect Webhook option, and select ‘Initial Setup’.

In the setup window, paste the webhook URL you copied earlier into the designated field and set the trigger column to the final data column, which is usually the last column where data will be added. Click the ‘Send Test’ button to ensure the connection is working properly.

Navigate to the ‘Responses’ tab in Google Forms. Select ‘View in Sheets’ to link responses to a Google Sheet. Complete the Initial Setup in Pabbly Connect.

Once the test is successful, you can verify that Pabbly Connect has received the response data from Google Forms.

5. Integrating Zoho CRM with Pabbly Connect

Now that Google Forms is connected to Pabbly Connect, it’s time to set up Zoho CRM as the action application. Click the plus icon to add a new action application, search for Zoho CRM, and select it. Choose the action event as ‘Create Contact’. This means that every new response in Google Forms will create a new contact in Zoho CRM.

Click on the connect button to set up the connection. You will need to provide your Zoho CRM domain, typically ‘zoho.com’. Once you enter your domain and click save, authorize the connection to allow Pabbly Connect to access your Zoho CRM account. After a successful connection, you’ll be able to map the fields from Google Forms to Zoho CRM.

Set up Zoho CRM as the action application in Pabbly Connect. Select ‘Create Contact’ as the action event. Map the fields from Google Forms to Zoho CRM.

Finally, click the ‘Save and Send Test Request’ button to ensure that the integration is working correctly. Check your Zoho CRM to see if the new contact has been created based on the data submitted in the Google Form.

Conclusion

In this tutorial, we demonstrated how to automatically send Google Forms leads to your CRM using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that all new submissions are captured in real-time. This integration not only saves time but also improves the efficiency of your sales team.