How to Add Google Forms Leads to Pipedrive Using Pabbly Connect

Learn how to seamlessly integrate Google Forms leads into Pipedrive using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Google Forms leads into Pipedrive, the first step is to access Pabbly Connect. You can do this by navigating to the Pabbly website and selecting the Connect option. This platform is essential for automating the process of transferring data from Google Forms to Pipedrive.

Once you’re on the Pabbly Connect homepage, you can either sign up for a new account or log in if you’re an existing user. After logging in, you will see the dashboard where you can manage your workflows. This is where you will create the automation to connect Google Forms with Pipedrive.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to choose between the new beta version and the classic version. For this tutorial, select the beta version for a more modern experience.

• Click on the ‘Create Workflow’ button.
• Select the beta version for better features.
• Name your workflow, e.g., ‘Add Google Form Leads to Pipedrive’.

After naming your workflow and selecting the appropriate folder to save it in, click on the ‘Create’ button. This establishes the foundation for your automation process, which will now connect Google Forms submissions to your Pipedrive account.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button and select Google Forms as the application. Choose the event as ‘New Response Received’ to capture submissions from your Google Form.

Once you have selected the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your Google Form to Pabbly Connect.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the event.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL is crucial for linking your Google Form submissions to Pabbly Connect, ensuring that every new response automatically triggers the next steps in your workflow.

4. Connecting Google Forms to Pabbly Connect

Now, navigate to your Google Form and go to the ‘Responses’ tab. Here, you will find the option to link to Google Sheets. This step is essential because it allows you to store the form responses in a spreadsheet, which Pabbly Connect can then access.

After linking your Google Form to Google Sheets, make a test submission to ensure everything is working correctly. Once the form is submitted, check the Google Sheets to confirm that the data has been recorded. This step is vital as it will serve as the data source for Pabbly Connect.

Go to the ‘Responses’ tab in your Google Form. Select ‘Link to Sheets’ and create a new spreadsheet. Submit a test response to ensure data is captured.

Once you have verified that the data appears in Google Sheets, you can proceed to the next step of connecting Google Sheets to Pabbly Connect to automate the transfer of leads to Pipedrive.

5. Adding Action to Create Leads in Pipedrive

With your Google Form and Google Sheets connected, the next step is to add an action to create a new lead in Pipedrive. In Pabbly Connect, select Pipedrive as the action application and choose the event as ‘Create Person’. using Pabbly Connect

You will need to connect your Pipedrive account by entering your API token. This allows Pabbly Connect to communicate with your Pipedrive account and create new leads based on the data submitted in your Google Form.

Select Pipedrive as the action application. Choose ‘Create Person’ as the action event. Enter your API token to connect Pipedrive.

After connecting, map the fields from your Google Form responses to the corresponding fields in Pipedrive. This ensures that when a new form submission occurs, a new lead is automatically created in your Pipedrive account with all the relevant information.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to add Google Forms leads to Pipedrive seamlessly. By following the steps outlined, you can automate the process of capturing leads from Google Forms and creating new entries in Pipedrive for efficient lead management. This integration not only saves time but also enhances your workflow efficiency.