Collect Employee Feedback via Form Submissions Anonymously with Pabbly Connect

Learn how to collect anonymous employee feedback using Pabbly Connect to integrate JotForm and Grist seamlessly. Step-by-step guide included. 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 Employee Feedback Integration

To collect anonymous employee feedback, start by accessing Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account, which provides you with 100 free tasks every month.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate the process of integrating JotForm with Grist for collecting employee feedback. This integration will enable you to automate the feedback collection process seamlessly.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Name your workflow something descriptive, such as ‘JotForm to Grist Connection.’ This name will help you identify the workflow later.

Within the workflow, you will see two sections: Trigger and Action. The Trigger section is where the event begins, which in this case is a new response from JotForm. Select JotForm as the trigger application and choose the option for ‘New Response.’

• Click on the JotForm integration.
• Select ‘New Response’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, you can proceed to JotForm to set up the integration.

3. Integrating JotForm with Pabbly Connect

In JotForm, navigate to the form you want to use for collecting employee feedback. Click on the ‘Integrations’ tab and search for ‘Webhooks.’ This is where you will add the webhook URL you copied from Pabbly Connect.

Once you find the Webhooks integration, click on ‘Add to Form.’ Select the employee feedback form and paste the webhook URL into the designated field. Ensure that you remove any existing integrations that might conflict with this setup.

• Add the Webhooks integration to your employee feedback form.
• Paste the copied webhook URL from Pabbly Connect.
• Complete the integration setup.

After completing these steps, your JotForm will be connected to Pabbly Connect, allowing it to send responses directly to your Pabbly account.

4. Connecting Grist to Pabbly Connect

Now, the next step is to connect your Grist account to Pabbly Connect. In the Action section of your workflow, select Grist as the action application. You will need to create a new connection by providing your Grist API key.

To find your API key, log into your Grist account, navigate to your profile settings, and generate or access your API key. Copy this key and paste it into the connection setup in Pabbly Connect. Once connected, select the appropriate workspace and document to store the feedback data.

Log into Grist and access profile settings. Generate or copy your API key. Paste the API key into Pabbly Connect to establish the connection.

This integration allows Pabbly Connect to send the feedback responses from JotForm directly into your Grist database, where you can analyze and manage the feedback efficiently.

5. Mapping Data from JotForm to Grist

With both JotForm and Grist connected through Pabbly Connect, the next step is to map the data fields from the JotForm responses to the appropriate columns in your Grist document. This mapping ensures that each piece of feedback is accurately recorded.

In the mapping section, select the fields from the JotForm response and match them to the corresponding fields in Grist. For instance, map the department, leadership ratings, and feedback ID to their respective columns in your Grist database.

Select feedback fields from JotForm for mapping. Match JotForm fields to Grist columns accurately. Save the mapping to finalize the integration.

After mapping, test the integration by submitting a response through the JotForm. You should see the feedback reflected in your Grist account, confirming that Pabbly Connect is successfully automating the feedback collection process.

Conclusion

In this tutorial, we explored how to collect anonymous employee feedback using Pabbly Connect to integrate JotForm and Grist. By following these steps, you can streamline the feedback process, ensuring that valuable insights are captured efficiently. Embrace automation with Pabbly Connect to enhance your HR management tasks.