How to Sync Leads from Google Forms to Zoho CRM using Pabbly Connect

Learn how to sync leads from Google Forms to Zoho CRM seamlessly using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To sync leads from Google Forms to Zoho CRM, you first need to access Pabbly Connect. This is the automation platform that facilitates the integration process. Begin by visiting the Pabbly website at Pabbly.com and log into your account. If you don’t have an account, you can sign up for free to get started.

Once logged in, you will see the Pabbly dashboard. From here, navigate to the Pabbly Connect application. This platform allows you to create workflows that connect various applications seamlessly. To create a new workflow, click on the ‘Create Workflow’ button and select the Classic workflow builder for a stable experience.

2. Create Workflow for Google Forms Trigger

In this step, you will set up a workflow that triggers when a new lead is submitted through Google Forms. Start by naming your workflow something descriptive, like ‘Sync Leads from Google Forms to Zoho CRM’. After naming, select the appropriate folder for your workflow.

Next, you will need to configure the trigger application. Choose Pabbly Connect as your trigger application and select ‘Google Forms’ as the event. Specifically, select ‘New Response Received’ to capture new form submissions. This step ensures that every time a new lead is submitted, it will be captured by Pabbly Connect.

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

Once you have the webhook URL, proceed to your Google Forms. You will need to enable the integration by pasting the webhook URL into the Google Forms settings. This allows Pabbly Connect to listen for new submissions and trigger the workflow accordingly.

3. Set Up Google Sheets Integration

After configuring Google Forms, the next step involves integrating Google Sheets to capture the responses. You will need to create a Google Sheet that corresponds to your form. This sheet will store all the data collected from the form submissions.

In your Google Sheet, go to the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get add-ons’. Search for the Pabbly Connect Webhooks add-on and install it. After installation, access the add-on from the Extensions menu to set up the webhook.

• Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace.
• Enter the webhook URL and specify the trigger column (e.g., column G).
• Test the connection to ensure data is being sent to Pabbly Connect.

Once the setup is complete, every new response from Google Forms will automatically populate in your Google Sheet, confirming that the integration is functioning properly and data is flowing to Pabbly Connect.

4. Configure Zoho CRM Action in Pabbly Connect

Now that Google Forms and Google Sheets are set up, it’s time to configure the action in Zoho CRM. In your Pabbly Connect workflow, choose Zoho CRM as the action application. Select ‘Insert/Update Record with Subform Data’ as the action event to create a lead in your CRM.

Next, you will need to connect your Zoho CRM account to Pabbly Connect. If you have an existing connection, you can use that. Otherwise, create a new connection by entering your Zoho domain and allowing permissions for Pabbly Connect to access your CRM data.

Choose ‘Zoho CRM’ as the action application. Select ‘Insert/Update Record with Subform Data’ as the action event. Map the fields from Google Forms to the corresponding fields in Zoho CRM.

Ensure that you map all required fields accurately, such as first name, last name, email, and phone number. This mapping ensures that every new lead from Google Forms is created correctly in Zoho CRM.

5. Testing and Confirmation of Integration

After configuring both Google Forms and Zoho CRM in Pabbly Connect, it’s essential to test the integration. Fill out a test submission on your Google Form and check if the data appears in your Google Sheet and subsequently in Zoho CRM.

To confirm everything is working, go back to your Zoho CRM account and check the leads section. You should see the new lead created with the details filled in the Google Form. This step is crucial to ensure that the entire workflow is functioning as intended.

Submit a test entry through Google Forms. Check Google Sheets for the captured response. Verify the lead creation in Zoho CRM.

If the lead appears in Zoho CRM, congratulations! You have successfully set up the integration between Google Forms and Zoho CRM using Pabbly Connect. This automation saves time and ensures that all leads are captured accurately and efficiently.

Conclusion

In this tutorial, we explored how to sync leads from Google Forms to Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate the lead capture process, ensuring that no potential lead is missed. With Pabbly Connect, you can streamline your business operations and focus on what matters most.