How to Push Google Forms Enquiries to Vtiger CRM Using Pabbly Connect

Learn how to automate pushing Google Forms enquiries to Vtiger CRM using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To push Google Forms enquiries to Vtiger CRM, start by accessing Pabbly Connect. Visit the Pabbly Connect website and sign in or create an account if you’re a new user. This platform will be your central hub for automating the integration process.

Once logged in, you can create a new workflow specifically for pushing Google Forms inquiries to Vtiger CRM. This integration will save you time by automating the data transfer process. Click on the ‘Create Workflow’ button to get started.

2. Creating Your Workflow in Pabbly Connect

In Pabbly Connect, after clicking ‘Create Workflow’, name your workflow something like ‘Push Google Form Enquiries to Vtiger CRM’. This helps you identify the workflow later. You will then be taken to the workflow builder, where you will set up the trigger and action modules.

• Select Google Forms as the trigger application.
• Choose the trigger event as ‘New Response Received’.
• Copy the provided webhook URL for later use.

After setting up the trigger, you can now link your Google Form to this workflow. This will allow Pabbly Connect to capture responses automatically whenever a new submission is made.

3. Linking Google Forms to Pabbly Connect

Next, navigate to your Google Form and go to the responses section. Here, you will link your form to a Google Sheet by clicking on the ‘Link to Sheets’ option. Create a new spreadsheet to store the responses. This spreadsheet will act as a middleman between Google Forms and Pabbly Connect.

Once the Google Sheet is created, you need to install the Pabbly Connect add-on. Go to the Add-ons menu, search for Pabbly Connect, and install it. After installation, go back to the Extensions menu, select Pabbly Connect, and click on ‘Initial Setup’. Here, paste the webhook URL from your Pabbly Connect workflow and specify the trigger column.

4. Setting Up Vtiger CRM in Pabbly Connect

Now that your Google Form is connected, it’s time to set up Vtiger CRM in Pabbly Connect. In your workflow, select Vtiger as the action application and choose ‘Create New Contact’ as the action event. You will need to create a new connection by entering your Vtiger username, access key, and domain URL.

• Retrieve your username and access key from Vtiger under ‘My Preferences’.
• Enter the domain URL correctly to establish the connection.

Once the connection is established, you can map the fields from the Google Form responses to the corresponding fields in Vtiger CRM. This ensures that every new inquiry is automatically added as a new contact in your CRM.

5. Testing the Integration

After mapping all necessary fields, it’s crucial to test the integration. Fill out your Google Form with test data and submit it. Go back to Pabbly Connect and check if the new response has been captured. You should see the response data reflected in the webhook response section.

If successful, you will receive a confirmation that the data has been sent to Vtiger CRM. Check your Vtiger dashboard to confirm that the new contact has been created. This end-to-end testing will ensure that your automation is functioning correctly.

Conclusion

In this tutorial, we explored how to push Google Forms enquiries to Vtiger CRM using Pabbly Connect. By automating this process, you can save time and reduce manual entry errors. Follow the steps outlined to streamline your lead management effectively.