Watch Step By Step Video Tutorial Below






1. Introduction to Pabbly Connect for Automating Inquiries

Automating customer inquiries is crucial for any business, and Pabbly Connect is the perfect platform to achieve this. With Pabbly Connect, you can seamlessly integrate your inquiry forms with communication tools like Google Chat.

This tutorial will guide you through the process of setting up an automated workflow that sends notifications from your inquiry form directly to your Google Chat. This integration ensures that your team receives customer inquiries promptly, enhancing response rates and sales.


2. Setting Up Your Pabbly Connect Account

To start using Pabbly Connect, you need to access the platform by visiting pabby.com/connect in your browser. If you are a new user, click on “Sign Up for Free” to get started with 100 free tasks every month.

If you already have an account, simply log in. Once logged in, you will see the Pabbly dashboard where you can access various applications. Click on “Access Now” under Pabbly Connect to begin.


3. Creating a New Workflow in Pabbly Connect

To create your workflow in Pabbly Connect, click on the “Create Workflow” button. You can choose a direct connection method for simplicity. Start by selecting your trigger application, which in this case is Typeform.

  • Select “Typeform” as the trigger application.
  • Choose “New Entry” as the trigger event.
  • Connect your Typeform account by granting access to Pabbly Connect.

After connecting, select the specific form you want to use. Ensure the response format is set to simple for better organization. Click on “Save and Send Test Request” to finalize your trigger setup.


4. Setting Up Google Chat as the Action Step

Next, you will configure Google Chat to receive notifications for new inquiries through Pabbly Connect. Select Google Chat as your action application and set the action event to “Send Message.”

  • Obtain the webhook URL from your Google Chat space.
  • Map the data from your Typeform response to the message fields in Google Chat.
  • Customize your message to include customer details like name, email, and inquiry type.

After mapping the data, click on “Save and Send Test Request” to check if the setup works. You should see a notification in your Google Chat confirming the inquiry.


5. Testing Your Automation with Pabbly Connect

To ensure everything is functioning correctly, perform a test submission using your Typeform inquiry form. Enter dummy details and submit the form. This action will trigger the workflow you set up in Pabbly Connect.

Check your Google Chat to confirm that the notification appears as expected, showing all the details of the inquiry. This successful test indicates that your automation is now live and will work for future inquiries.


Conclusion

By following this tutorial, you have successfully set up an automated process using Pabbly Connect to send customer inquiries from Typeform to Google Chat. This integration enhances your team’s efficiency and improves customer response times.