Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Google Forms Integration

To connect Google Forms to Pipedrive CRM automatically, we will use Pabbly Connect. First, visit pabbly.com and sign in or create a new account. Existing users can click on “Sign In” while new users can sign up for free and access 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process. Click on “Create Workflow” and name it “Connect Google Forms to Pipedrive CRM Automatically”. Select the appropriate folder for your workflow and click on “Create” to proceed.

2. Configuring Google Forms Trigger in Pabbly Connect

In this step, we will set up Google Forms as the trigger application in Pabbly Connect. Choose Google Forms and select the trigger event as “New Response Received”. Click on “Connect” to establish the connection.

Pabbly Connect will provide a webhook URL that acts as a bridge between Google Forms and the integration. Now, open your Google Forms and navigate to the responses section. Here, select “View in Sheets” to access the connected Google Sheet where form submissions will be recorded.

  • Ensure your Google Form includes fields like Name, Email, Phone, Address, and City.
  • Perform a test submission to verify that responses populate correctly in the Google Sheet.

Once a form submission is received, verify that the connection is functioning correctly by checking the Google Sheet. This confirms that the integration setup in Pabbly Connect is working fine.

3. Setting Up the Webhook URL in Google Sheets

Next, we will configure the webhook URL in Google Sheets to send data to Pabbly Connect. Copy the webhook URL provided in the previous step. In your Google Sheet, navigate to “Extensions” and then “Add-ons”. Click on “Get Add-ons” and search for “Pabbly Connect Webhooks” to install the add-on.

After installation, refresh your Google Sheet. Go back to the “Extensions” menu, select “Pabbly Connect Webhooks”, and then click on “Initial Setup”. A dialog box will appear where you can paste the webhook URL and set the trigger column, which is the final data column.

  • Enter the trigger column as Column F, where the final data will be sent to the webhook.
  • Click “Send Test” to verify the setup, and you should see a success message.

After confirming that the test data was sent successfully, click on “Submit” to finalize the setup. This step ensures that any new form submissions will trigger the workflow in Pabbly Connect.

4. Adding Action Step to Create Leads in Pipedrive

In this section, we will add an action step to create leads in Pipedrive using Pabbly Connect. Click on “Add New Action Step” and search for Pipedrive. Select the action event as “Create a Person” and click on “Connect”.

If you have an existing connection, select it; otherwise, create a new connection by entering your API token from Pipedrive. To find your API token, navigate to your Pipedrive profile, go to “Personal Preferences”, and then click on “API” to copy the token.

  • Map the fields from Google Forms to Pipedrive, such as Name, Email, Phone Number, Address, and City.
  • Ensure that you map the data dynamically instead of entering it manually to keep it updated with each submission.

After mapping the necessary fields, click on “Save and Send Test Request”. Check your Pipedrive account to confirm that the new lead has been created successfully. This integration allows you to automatically generate leads in real time as submissions come in through Google Forms.

5. Conclusion: Streamlining Lead Generation with Pabbly Connect

By following these steps, you can effectively connect Google Forms to Pipedrive CRM using Pabbly Connect. This integration automates the lead generation process, ensuring that every form submission is captured as a new lead in Pipedrive.

With this setup, you can focus on other aspects of your business while Pabbly Connect handles the automation seamlessly. Automating your workflow not only saves time but also reduces the chances of manual errors in data entry.

Now you can enhance your lead management process and ensure that you never miss a potential customer. Start using Pabbly Connect today to maximize your efficiency in handling leads from Google Forms to Pipedrive CRM.