How to Auto-Log Google Forms Leads in Pipedrive & Send Welcome Emails

Learn how to automate logging Google Forms leads in Pipedrive and sending welcome emails using Pabbly Connect with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of logging Google Forms leads in Pipedrive, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page.

Once on the landing page, you will see options for signing in or signing up for free. If you are a new user, click on the Sign Up Free button. Existing users can simply click on Sign In. Signing up allows you to access 100 free tasks each month to practice using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create your workflow by clicking on the Create Workflow button. You will be prompted to select a workflow builder; choose the Pabbly Connect beta workflow builder for a modern experience.

• Click on Select to proceed.
• Enter a name for your workflow, such as Create Deals in Pipedrive and Send Emails to Google Form Leads.
• Select your folder for organization.

Click on the Create button to finalize your workflow setup. You will then be taken to the workflow page where you can add a trigger for your automation.

3. Setting Up Google Forms as a Trigger

In this step, you will set Google Forms as the trigger app for your workflow in Pabbly Connect. Click on the Add Trigger button and search for Google Forms. Select it and choose the event New Response Received.

After clicking on the Connect button, you will receive a webhook URL. Copy this URL as it will be used to connect Google Forms with Pabbly Connect. Next, go to your Google Form, navigate to the Responses tab, and link it to a Google Sheet.

• In the Google Sheet, go to Extensions and select Add-ons.
• Search for Pabbly Connect Webhook and install it if not already done.
• Set up the webhook URL in the initial setup dialog box.

This setup ensures that every new response in Google Forms sends data to Pabbly Connect for further processing.

4. Creating Deals in Pipedrive

With the Google Forms trigger set, the next step is to create deals in Pipedrive using Pabbly Connect. Click on Add New Action Step and select Pipedrive. Choose the action event Create Person first, as you need a person ID to create a deal.

Connect your Pipedrive account by clicking on Connect and entering your API token. Once connected, map the fields from the Google Forms response to the Pipedrive fields. This includes mapping the first name, last name, email, and phone number of the lead.

Map the first name and last name to create a full name. Ensure all required fields in Pipedrive are filled out. Click Save and Send Test Request to verify the connection.

After successfully creating the person, add another action for creating a deal in Pipedrive using the same connection. Map the deal title and other required fields, ensuring the person ID is included.

5. Sending Welcome Emails via Gmail

The final step involves sending a welcome email to leads using Gmail through Pabbly Connect. Add another action step and select Gmail. Choose the action event Send Email and connect your Gmail account.

In the email setup, map the recipient’s email address from the Google Forms response. Also, enter a subject line and body content for the email. You can personalize the email by including the lead’s name using mapping.

Enter a static sender name and email address. Map the recipient’s name and email from the previous steps. Click Save and Send Test Request to send the email.

Once the email is sent, check your Gmail account to confirm receipt. This shows that your automation is working perfectly, logging leads in Pipedrive and sending welcome emails seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of logging Google Forms leads in Pipedrive and sending personalized welcome emails. By following these steps, you can streamline your lead management and enhance customer engagement effortlessly.