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Instantly Turn Customer Feedback into Asana Tasks

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Forms with Asana, you need to access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website. If you are a new user, click on the “Sign Up Free” button to create your account. Existing users can simply log in using the “Sign In” option.

Once logged in, you will see the Pabbly Connect dashboard. Click on the “Create Workflow” button to begin. You can choose to create a workflow from scratch or use the AI feature. For this tutorial, we will create the workflow from scratch.

2. Setting Up Google Forms and Pabbly Connect

Begin by creating a Google Form to collect customer feedback. This form will serve as the trigger for your workflow in Pabbly Connect. Once your form is ready, navigate to the responses section and link it to a Google Sheet. This connection allows responses to be stored in a spreadsheet.

Open Google Forms and create your feedback form.
Go to the responses section and select “Link to Sheets”.
Choose to create a new spreadsheet or select an existing one.

After linking your form to a Google Sheet, go back to Pabbly Connect to set up the trigger. Select Google Sheets as the trigger application and choose the event as “New or Updated Spreadsheet Row”. Connect your Google Sheets account to Pabbly Connect by clicking the “Connect” button.

3. Creating Action in Asana with Pabbly Connect

With your Google Form connected, the next step is to create an action in Asana. This action will convert the feedback collected into a task. In Pabbly Connect, click on the plus button to add an action step and select Asana as the application.

Choose the event as “Create a Task” and connect your Asana account. You will need to select the workspace and project where the task will be created. Use the project ID from your Asana project URL and fill in the task details. Make sure to map the fields dynamically to ensure that each feedback submission creates a unique task.

4. Setting Up Conditional Workflows in Pabbly Connect

To enhance the workflow, you can set conditions based on the urgency level of the feedback. In Pabbly Connect, use the “Router” feature to create multiple pathways for different urgency levels. Click on the plus button and select “Router by Pabbly”.

For each condition, configure filters based on the urgency level. For example, if the urgency is marked as “urgent”, set the filter to match that value. This allows you to create specific tasks in Asana for urgent feedback, ensuring that your team prioritizes critical issues.

5. Finalizing Your Workflow with Pabbly Connect

After setting up your conditions, finalize your workflow by testing each step. In Pabbly Connect, ensure that data flows correctly from Google Forms to Google Sheets and then to Asana. You can send test requests to verify that tasks are created as expected.

Once confirmed, save your workflow. Now, every time a customer fills out the feedback form, their responses will automatically generate a task in Asana, streamlining your feedback process and improving your customer service.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate the integration of Google Forms and Asana. By following these steps, you can ensure that customer feedback is promptly acted upon, enhancing your business processes.