Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Google Chat Integration

To begin the integration process, start by accessing Pabbly Connect. Visit the Pabbly website by typing pabbly.com into your browser. This platform serves as the central hub for connecting various applications, including Google Chat and Google Chat Hangouts.

Once on the site, you can either sign in if you have an existing account or sign up for free. Signing up grants you access to free tasks monthly, allowing you to test the platform’s capabilities. After logging in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the option to create from scratch and name your workflow, such as “Get Instant Google Chat Load for New Lead.” This naming convention helps identify the workflow’s purpose.

In this section, you will select the folder for your workflow. For instance, you can choose “Task Form Automation”. Once the folder is selected, click on “Create” to finalize your workflow setup. Here’s a quick summary of the steps you should follow:

  • Access Pabbly Connect.
  • Create a new workflow.
  • Name the workflow appropriately.

Now that your workflow is created, you can proceed to set up the trigger application.

3. Setting Up the Trigger Using Webhook in Pabbly Connect

The next step involves setting up a trigger in your workflow. In this case, the trigger will be a webhook by Pabbly Connect. Select “Webhook” as your trigger application and choose “Catch Hook” as the event. Click on “Connect” to proceed.

Once connected, you will receive a webhook URL. This URL acts as a bridge between your website form and Pabbly Connect. Copy this URL and insert it into the code of your website form. Make sure to save the changes. After saving, refresh the page to ensure the new settings are active.

To test the integration, submit a test form on your website. After submission, return to Pabbly Connect to check if the webhook response is captured successfully. You should see the details of the submitted form, confirming that the connection works correctly.

4. Adding Action Step to Send Data to Google Chat Hangouts

With the trigger successfully set up, the next step is to add an action step to send the captured data to Google Chat Hangouts. Click on “Add New Action Step” and search for “Google Chat Hangout” as the action application. For the action event, select “Create Message” and click on “Connect”.

To complete the action setup, you will need to enter the Google Chat webhook URL. Navigate to your Google Chat Hangouts space, click on the settings icon, and then go to “Apps and Integration” to find the webhook settings. Create a new webhook and copy the generated URL.

Back in Pabbly Connect, paste the webhook URL and set up the message format. For example, you can write, “Hello team, we have received a new form submission from the website form. Here are the details:”. Use mapping to insert the lead’s name, phone number, and email dynamically. This ensures that every new submission is sent with the correct details.

5. Testing the Integration and Finalizing Setup

After setting up the action step, it’s essential to test the integration. Click on “Save and Send Test Request” in Pabbly Connect. If the setup is correct, you will receive a positive response indicating that the message has been sent successfully to Google Chat Hangouts.

Check your Google Chat Hangouts space to confirm that the message appears as expected. The message should include all the details from the test submission, showcasing the successful integration. This process illustrates how Pabbly Connect effectively connects your website form submissions to Google Chat Hangouts, streamlining your lead management process.

By following these steps, you can ensure that every new lead captured through your website form is automatically sent to your team via Google Chat Hangouts, enhancing communication and efficiency.

Conclusion

In this tutorial, we explored how to integrate Google Chat and Google Chat Hangouts using Pabbly Connect. By following the outlined steps, you can automate lead notifications effectively. This integration not only saves time but also improves team collaboration.