How to Log New Client Information from Google Forms to Zoho CRM Using Pabbly Connect

Learn how to log new client information from Google Forms to Zoho CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Automation

To log new client information from Google Forms to Zoho CRM, you will need to access Pabbly Connect. Start by visiting the Pabbly Connect URL at www.Pabbly.com/connect. This platform allows you to automate workflows seamlessly.

Once on the landing page, you will see options for ‘Sign In’ and ‘Sign Up Free.’ If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In.’ After signing in, you will land on the Pabbly apps page where you can access various Pabbly products.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Access Now’ button to enter the dashboard. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta feature and the classic option; select the beta feature for a modern experience.

• Select a name for your workflow, such as ‘Log New Client Information.’
• Choose a folder for the workflow; the default home folder works fine.
• Click the ‘Create’ button to finalize your workflow setup.

After clicking ‘Create,’ a notification will confirm that your workflow has been created successfully. Now, you will need to set up a trigger to initiate the workflow.

3. Setting Up Google Forms as a Trigger

In this step, you will set Google Forms as the trigger app in Pabbly Connect. Click on the ‘Add Trigger’ button. From the options, select Google Forms as your trigger app. Then, choose the event ‘New Response Received’ to initiate the workflow whenever a new form submission occurs.

After selecting the trigger, click the ‘Connect’ button. This action will generate a webhook URL, which you will need to paste into your Google Form’s connected Google Sheet. This integration ensures that every new response in Google Forms is captured.

• Create your Google Form and link it to a Google Sheet.
• In the Google Sheets, navigate to Extensions > Add-ons > Get Add-ons.
• Search for and install the Pabbly Connect Webhooks add-on.

Once the add-on is installed, you can set it up to send data to Pabbly Connect automatically.

4. Connecting Google Sheets to Pabbly Connect

Now that your Google Form is set up, you need to connect it to the Google Sheet using the Pabbly Connect Webhooks. In the Google Sheet, click on Extensions, then Pabbly Connect Webhooks, and select ‘Initial Setup.’ Paste the webhook URL generated in Pabbly Connect into the designated field.

Next, select the last column in your Google Sheet as the trigger column, which is where the responses will be recorded. In this case, if the last column is designated for phone numbers, select that column. After this setup, click on ‘Send Test’ to ensure that data is being sent from Google Sheets to Pabbly Connect.

Finally, enable the ‘Send on Event’ option to automate the data fetching process, allowing Pabbly Connect to receive new responses without manual intervention.

5. Creating a New Contact in Zoho CRM

With the Google Forms and Sheets connected, it’s time to set Zoho CRM as the action app in Pabbly Connect. Click on the ‘Add New Action Step’ and select Zoho CRM. Choose the event ‘Create Contact’ to add new client information to Zoho CRM automatically.

Connect to your existing Zoho CRM account or create a new connection. Map the fields from the Google Form responses to the corresponding fields in Zoho CRM, ensuring that the first name, last name, and email are accurately filled. After mapping, click on ‘Save and Send Test Request’ to check if the contact is created successfully in Zoho CRM.

Once the test is successful, you will see the new contact details in your Zoho CRM account, confirming that your integration is working flawlessly. This demonstrates how Pabbly Connect simplifies the process of logging client information efficiently.

Conclusion

Using Pabbly Connect, you can effortlessly log new client information from Google Forms to Zoho CRM. This integration automates the process, saving time and reducing manual workload. Start utilizing Pabbly Connect today to enhance your workflow!