Connect Google Forms to Flowlu Using Pabbly Connect: A Step-by-Step Guide

Learn how to connect Google Forms to Flowlu using Pabbly Connect. This guide covers every step to automate opportunities based on Google Form responses. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect and Applications

In this tutorial, we will explore how to connect Google Forms to Flowlu using Pabbly Connect. This integration allows you to create opportunities in Flowlu automatically when a Google Form is submitted.

Google Forms is a powerful tool for gathering information, while Flowlu serves as an effective CRM. By leveraging Pabbly Connect, we can automate the transfer of data from Google Forms to Flowlu seamlessly, enhancing productivity and efficiency.

2. Setting Up Your Pabbly Connect Account

To get started, navigate to the Pabbly website and access Pabbly Connect. If you are a first-time user, click on ‘Sign Up for Free’ to create your account. This process takes just a couple of minutes.

Once registered, you will gain access to the dashboard. Here’s how to set up your workflow:

• Click the plus sign to create a new workflow.
• Name your workflow (e.g., Google Forms to Flowlu Integration).
• Click ‘Create’ to proceed.

Now, you will see the trigger and action windows where you can set up your integration.

3. Configuring Google Forms as a Trigger in Pabbly Connect

In this step, we will set Google Forms as the trigger application. Click on the trigger window and select Google Forms. Choose ‘New Response Received’ as the trigger event. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Follow these instructions to set up Google Forms:

• Open your Google Form and navigate to the Responses tab.
• Click on the three dots and select ‘Select Response Destination’.
• Create a new spreadsheet to capture the responses.

After setting this up, fill out the form to generate a response that can be captured by Pabbly Connect.

4. Connecting Flowlu as the Action Application

Now that we have our trigger set up, it’s time to configure Flowlu as the action application. In the action window, search for Flowlu and select ‘Create CRM Account Contact’ as the action event. using Pabbly Connect

You will need to establish a connection by providing your Flowlu account URL and API key. Here’s how to retrieve these details:

Log into your Flowlu account and navigate to System Settings. Find your API key under API Settings and copy it. Copy the account URL and paste it into Pabbly Connect.

Once connected, you can map the fields from Google Forms to Flowlu, such as first name, email, and phone number.

5. Creating Opportunities in Flowlu Automatically

The final step involves creating an opportunity in Flowlu based on the contact created from Google Forms. In Pabbly Connect, add another action step and select Flowlu again, this time choosing ‘Create Opportunity’ as the action event. using Pabbly Connect

Map the relevant fields such as opportunity name and customer ID. Here’s how to do it:

Select the customer name as the opportunity name. Map the customer ID from the previous step. Fill in other required fields and click ‘Save and Send Test Request’.

After executing this step, check your Flowlu account to confirm that the opportunity has been created successfully.

Conclusion

In conclusion, using Pabbly Connect to connect Google Forms to Flowlu allows you to automate the creation of opportunities efficiently. By following these steps, you can streamline your workflow and enhance your business processes significantly.