Automate Google Forms to Flowlu CRM with Pabbly Connect

Learn how to automate adding leads from Google Forms to Flowlu CRM using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of adding leads from Google Forms to Flowlu CRM, you first need to access Pabbly Connect. Start by navigating to the Pabbly website at Pabbly.com and then click on the ‘Products’ menu to find Pabbly Connect.

Once on the Pabbly Connect page, you can either sign up for a new account or log in if you already have one. Signing up is free and gives you access to 100 tasks each month. After logging in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard, where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a workflow that connects Google Forms with Flowlu CRM. Click on the plus sign to create a new workflow, and give it a name like ‘Add Leads from Google Forms to Flowlu CRM’. using Pabbly Connect

• Click on ‘Create’.
• Set up the trigger event by selecting Google Forms.
• Choose ‘New Response Received’ as the trigger event.

After setting up the trigger, Pabbly Connect will provide a webhook URL. This URL is essential as it will be used to connect your Google Form to Pabbly Connect. Copy this URL for the next steps.

3. Setting Up Google Forms for Integration

Now, head over to your Google Forms and open the form you want to connect. In the form’s settings, navigate to the ‘Responses’ tab. Here, you need to link the form responses to a Google Sheet by selecting ‘Select Response Destination’. Choose to create a new spreadsheet and name it appropriately.

Once your form is set up, fill it out with sample data to test the integration. Ensure that the responses are collected in the Google Sheet. After filling in the form, go to the Google Sheet, click on ‘Extensions’, and then ‘Add-ons’ to install Pabbly Connect Webhooks if you haven’t done so already.

4. Linking Google Sheets with Pabbly Connect

After installing the Pabbly Connect Webhooks add-on, refresh your Google Sheet. Then, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier from Pabbly Connect. using Pabbly Connect

• Set the trigger column to the last column of your data.
• Make sure the last field in your Google Form is set as required.

Once the setup is complete, test it by submitting the form again. This time, ensure you have the ‘Send On Event’ option checked to allow automatic data capturing by Pabbly Connect.

5. Creating a Contact in Flowlu CRM

With Pabbly Connect capturing the data from Google Forms, the next step is to create a new contact in Flowlu CRM. In the Pabbly Connect workflow, select Flowlu as the action application and choose ‘Create CRM Contact’ as the action event. using Pabbly Connect

Connect your Flowlu account by entering the API key and account URL. You can find these in your Flowlu account under ‘System Settings’. After entering these details, map the fields from your Google Form responses to the corresponding fields in Flowlu CRM, such as first name, last name, email, and phone number.

Finally, save the workflow and test it by submitting another response through your Google Form. Check your Flowlu CRM to confirm that the new contact has been created successfully, completing the integration process.

Conclusion

In this tutorial, we explored how to automate the process of adding leads from Google Forms to Flowlu CRM using Pabbly Connect. By following these steps, you can streamline your lead management and ensure that all customer data is captured efficiently without manual input.