How to Capture and Store Leads from Google Forms in Airtable Using Pabbly Connect

Learn how to automate the process of capturing and storing leads from Google Forms to Airtable using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms and Airtable Integration

To start capturing and storing leads from Google Forms in Airtable, you need to access Pabbly Connect. This powerful integration platform allows you to automate your workflows without any coding. Begin by visiting the Pabbly Connect website, where you can sign up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to get started. Select the new beta builder for a modern experience and name your workflow appropriately, such as ‘Store Leads from Google Forms in Airtable’.

2. Setting Up Google Forms Trigger in Pabbly Connect

In this section, we will set up the Google Forms trigger using Pabbly Connect. First, click on the ‘Add Trigger’ button and select Google Forms as your app. Then, choose the event ‘New Response Received’. This event will activate the workflow whenever a new lead is submitted through your Google Form.

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

Next, open your Google Form and navigate to the responses section. Link your Google Sheet to capture the responses. To connect your Google Form with Pabbly Connect, install the Pabbly Connect add-on from the extensions menu. Paste the webhook URL into the add-on’s setup and ensure you select the option to send data on event.

3. Filling the Google Form and Testing the Trigger

After setting up the trigger, it’s time to test it. Fill out your Google Form with the required fields: name, email address, phone number, and rating. Once you submit the form, Pabbly Connect will capture this data and display it in the trigger setup.

• Enter the name, email, address, phone number, and rating in the form.
• Submit the form to send the data to Pabbly Connect.
• Check the trigger setup to verify that the data is captured.

Once the form is submitted, confirm that the data appears correctly in the Pabbly Connect trigger setup. This ensures that your Google Form is successfully integrated with Pabbly Connect.

4. Setting Up Airtable Action in Pabbly Connect

With the Google Forms trigger successfully set, we will now set up the action to store the captured leads in Airtable using Pabbly Connect. Click on ‘Add New Action Step’ and select Airtable as your app. Choose the event ‘Create Record’ to add a new entry to your Airtable base.

To connect to Airtable, you will need to create a new connection. Grant access to your Airtable account and select the base where you want to store the leads. Make sure to create a workspace in Airtable and set up fields for name, email address, phone number, and rating. Map these fields in Pabbly Connect to ensure the data flows correctly.

5. Mapping Fields and Sending a Test Request

In this final section, we’ll map the fields from Google Forms to Airtable using Pabbly Connect. After selecting the base in Airtable, you will need to map each field from the Google Form response to the corresponding field in Airtable. This step is crucial for automating the data transfer.

Map the name field from Google Forms to Airtable. Map the email address, phone number, and rating fields. Send a test request to ensure the data is saved in Airtable.

After mapping all the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see the data saved successfully in Airtable. This confirms that your leads from Google Forms are now automatically stored in Airtable through Pabbly Connect.

Conclusion

In this tutorial, we explored how to capture and store leads from Google Forms in Airtable using Pabbly Connect. By following these steps, you can automate your lead management process efficiently. This integration saves time and reduces manual effort, allowing you to focus on growing your business.