How to Notify Team Members from Google Forms to Slack

Learn how to integrate Google Forms and Slack using Pabbly Connect to automate notifications for your team. Step-by-step tutorial included. 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 begin integrating Google Forms with Slack, you first need to access Pabbly Connect. Open a new tab and navigate to Pabbly’s official website at Pabbly.com/connect.

If you’re a new user, click on the ‘Sign Up Free’ option to create an account and enjoy 100 free tasks every month. Existing users can simply click on ‘Sign In’. After signing in, locate the ‘Access Now’ button for Pabbly Connect to enter the dashboard where you can create and manage your automation workflows.

2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, click on the ‘+ Create Workflow’ button to start building your automation. You’ll be prompted to choose between the new beta workflow builder and the classic version; select the new beta version.

Next, enter the workflow name as ‘Notify Team Members from Google Forms to Slack’ and select a folder if necessary. Click on the ‘Create’ button to successfully create the workflow. This initial setup is crucial for automating notifications based on Google Forms submissions.

3. Setting Up the Trigger with Google Forms

The next step involves setting up a trigger in Pabbly Connect. Select Google Forms as the trigger application and choose the event ‘New Response Received’. This event will activate the automation whenever a new form submission is made.

Click on the ‘Connect’ button, and you will receive a webhook URL. Copy this URL, as it will be used to connect your Google Forms account to Pabbly Connect. Open your Google Forms account, go to the form you created, and navigate to the responses section.

• Click on ‘Extensions’ and select ‘Pabbly Connect Webhooks’.
• Choose ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to ‘F’, which is the final data column.

After pasting the URL, click on ‘Send Test’ to verify the connection. If successful, you will see a confirmation in your Pabbly Connect workflow.

4. Configuring Slack Notifications

Now that Google Forms is connected to Pabbly Connect, it’s time to set up Slack as the action application. Click on the ‘+’ icon to add a new application and search for Slack.

Select ‘Send Channel Message’ as the action event. Click ‘Connect’ and choose to add a new connection. You will be asked to enter the token type; select ‘Bot’. After entering the token type, click ‘Save’. Allow the necessary permissions for Pabbly Connect to access your Slack account.

• Select the channel ID where you want to send notifications (e.g., ‘new leads’).
• Compose the message you want to send, like ‘New product catalog received’.
• Map the fields from Google Forms to personalize the message.

Mapping is essential as it allows the automation to dynamically capture user data from each form submission. After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the message is sent to your Slack channel.

5. Finalizing Your Automation

After successfully testing the Slack notification, your workflow is almost complete. Ensure to enable the toggle switch to activate your workflow in Pabbly Connect. If this toggle is not enabled, your automation will not function.

At this point, you can finalize your setup by clicking on ‘Save’. Your automation is now ready to notify the sales team automatically whenever a new submission is received through Google Forms. Remember, you do not need to click ‘Save and Send Test Request’ for future submissions; the automation will run automatically.

Conclusion

In this tutorial, we’ve demonstrated how to use Pabbly Connect to integrate Google Forms and Slack effectively. By following these steps, you can automate notifications for your team, enhancing productivity and communication.

Utilizing Pabbly Connect for such integrations simplifies workflows and ensures that your team stays informed in real-time. Start automating your processes today!