Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start using Pabbly Connect for your automation needs, first visit the Pabbly website. You can access it by typing pabby.com in your browser. Once there, you will need to sign in to your account.
If you are a new user, you can sign up for free and receive 100 tasks monthly. Existing users should click on the “Sign In” button at the top right corner. After signing in, you will land on the Pabbly apps page where you can find all applications including Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
Once you are on the Pabbly Connect dashboard, you can create a new workflow. Click on the “Create Workflow” button. You will be prompted to name your workflow. For this tutorial, name it “Get Instant Google Chat Alert for Every Website Form Submission”.
- Select the folder for your workflow.
- Choose “Task Forms Automation” as the folder.
- Click on “Create” to finalize your workflow setup.
After creating the workflow, you will see a box prompting you to enter your trigger application. The trigger is the event that starts your automation. In this case, select “Webhooks by Pabbly” as your trigger application.
3. Setting Up the Webhook in Pabbly Connect
With the trigger application set to Pabbly Connect, select “Catch Webhook” as your trigger event. Click on “Connect” to generate a unique webhook URL. This URL will serve as a bridge between your website form and Pabbly Connect.
Copy the generated webhook URL and paste it into the code of your website form. Replace any existing webhook URL with this new one and save the changes. This will allow your form submissions to communicate with Pabbly Connect.
- Open your website form’s code in a text editor.
- Locate the section where the webhook URL is defined.
- Replace the existing URL with the one copied from Pabbly Connect.
Now, go back to your Pabbly Connect workflow. You will see that it is waiting for a webhook response. To test this, submit a form on your website. This will help capture the webhook response in your workflow.
4. Sending Notifications to Google Chat
After successfully capturing the webhook response, you can set up an action application. Select “Google Chat” as your action application in Pabbly Connect. The action event should be “Create Message”. Click on “Connect” to proceed.
You will need to provide a chat webhook URL for Google Chat. Open your Google Chat space, navigate to the settings, and select “Apps and Integrations”. Click on “Add Webhook” to generate a new webhook URL.
- Name your webhook in Google Chat.
- Copy the avatar URL provided in the Pabbly help desk.
- Paste the avatar URL in the webhook settings.
After saving the webhook, copy the URL provided and paste it into your Pabbly workflow. Enter the message you want to send, such as “Hello team, we have received a new lead. Here are the details: Name, Email, Phone.” Map the fields from the webhook response to the message.
5. Testing and Finalizing the Integration
Now that you have set up the action application, it’s time to test the integration. Click on “Save and Send Test Request” in Pabbly Connect. If everything is set up correctly, you should receive a message in your Google Chat space with the lead details.
Verify that the message appears as expected in Google Chat. If the message is received, your automation workflow is successfully set up. This means that every time a new form submission occurs, the details will be sent to your Google Chat automatically.
In summary, the integration process involves setting up a webhook in Pabbly Connect, connecting it to your website form, and configuring Google Chat to receive notifications. This automation significantly streamlines your lead management process.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate lead notifications from your website form submissions to Google Chat. By following these steps, you can enhance your workflow with seamless integrations, ensuring timely communication with your team.
