How to Automate Your Forms & Surveys with Pabbly Connect: 5 Best Automation Ideas

Discover how to automate your forms and surveys using Pabbly Connect. Learn 5 best automation ideas to streamline your survey processes effectively. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Automate Survey Sharing on WhatsApp Using Pabbly Connect

Pabbly Connect allows you to automate the sharing of survey forms on WhatsApp efficiently. To start, ensure you have your customer data, including names, email addresses, and WhatsApp numbers, organized in a spreadsheet.

Next, create your survey form using Google Forms. Once your form is ready, use Pabbly Connect to set up an automation that sends the survey link to all your customers via WhatsApp. This eliminates the need for manual sharing, making the process seamless and quick.

2. Send WhatsApp Messages on Google Form Submission with Pabbly Connect

With Pabbly Connect, you can enhance your survey process by automatically sending WhatsApp messages to users after they submit your Google Form. This ensures timely communication with respondents.

To set this up, integrate your Google Forms with WhatsApp through Pabbly Connect. Whenever a form is submitted, Pabbly Connect triggers a WhatsApp message to the respondent. This can be done by following these steps:

• Log in to your Pabbly Connect account.
• Select Google Forms as the trigger app.
• Choose the trigger event as ‘New Response in Spreadsheet’.
• Connect your Google account and select the form.
• Now select WhatsApp as the action app and configure the message template.

By utilizing Pabbly Connect, you can ensure that every form submission is acknowledged with a prompt WhatsApp message, enhancing user engagement.

3. Automatically Send SMS on New Form Submission via Pabbly Connect

Another fantastic feature of Pabbly Connect is the ability to send SMS notifications automatically when a new form is submitted. This is useful for keeping your respondents informed and engaged.

To set this up, connect your form application, whether it’s Google Forms or Elementor, with an SMS service through Pabbly Connect. Here’s how you can do it:

• Log into Pabbly Connect and create a new workflow.
• Select your form application as the trigger.
• Choose ‘New Response’ as the trigger event.
• Connect to your SMS service provider as the action app.
• Set up the SMS template and map the fields accordingly.

With this automation in place, every new submission will trigger an SMS notification, ensuring your audience remains informed in real-time.

4. Automatically Print Survey Forms with Pabbly Connect

Pabbly Connect also allows you to automate the printing of survey forms filled by respondents. This is particularly useful for keeping physical records of responses.

To set up this automation, you need to integrate your survey application with a printing service through Pabbly Connect. Follow these steps:

Access your Pabbly Connect dashboard and create a new workflow. Select your survey app as the trigger application. Choose ‘New Response’ as the trigger event. Connect to a printing service as the action app. Configure the print settings and templates.

By automating the printing process with Pabbly Connect, you can effortlessly maintain physical records of your survey responses without any manual effort.

5. Send Google Forms Responses to Slack with Pabbly Connect

The final automation idea is to send Google Forms responses directly to your Slack channel using Pabbly Connect. This keeps your team updated on survey results instantly.

To implement this, follow these steps to set up the integration:

Log into Pabbly Connect and create a new workflow. Select Google Forms as the trigger app. Choose ‘New Response’ as the trigger event. Connect to Slack as the action app. Set up the message format and select the Slack channel.

With this integration, every time a Google Form is filled out, the responses will be sent to your Slack channel, ensuring your team can access the information immediately.

Conclusion

In conclusion, automating your forms and surveys using Pabbly Connect can significantly enhance your workflow efficiency. By implementing these five automation ideas, you can streamline your survey processes, save time, and improve response management. Start leveraging the power of Pabbly Connect today to transform your survey automation experience.