Integrate Google Forms with Bookafy Using Pabbly Connect

Learn how to automate Google Forms submissions to Bookafy as customers using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Forms submissions with Bookafy, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website by typing the URL Pabbly.com/connect in your browser.

Once there, you will see options to sign in or sign up for free. If you are a new user, you can sign up and receive 100 free tasks. For existing users, simply click on the sign-in button to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will reach the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button on the right side. A dialog box will appear asking you to name your workflow.

For this integration, name your workflow something like ‘Add Google Form Submissions to Bookafy as Customer’. Once you have named your workflow, click on the ‘Create’ button to proceed. This will take you to the workflow setup page where you can define the trigger and action.

3. Configuring the Trigger for Google Forms

In the workflow setup, your trigger application will be Google Forms. Click on it and select the trigger event as ‘New Response Received’. This indicates that every time a new response is submitted in Google Forms, it will trigger the workflow in Pabbly Connect.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will act as a bridge between Google Forms and Pabbly Connect. Next, go to your Google Forms account and ensure that you have created a form with the necessary fields such as first name, last name, email address, phone number, and location.

• Ensure the last question (location) is set as required.
• Responses should be collected in Google Sheets.

After setting up your Google Form, create a new Google Sheet to collect the responses. This sheet will automatically generate columns for each form field along with a timestamp for each submission.

4. Setting Up Google Sheets with Pabbly Connect

Once your Google Sheet is ready, you need to connect it with Pabbly Connect. Go to the Google Sheet, click on ‘Extensions’, then select ‘Add-ons’ and click on ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it if it’s not already installed.

After installation, return to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and then click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is typically the last column where data is entered.

• Paste the webhook URL in the designated field.
• Set the trigger column to the last data column (e.g., Column F).

After submitting the setup, you will see a confirmation that the setup was successful. Then, go back to the ‘Pabbly Connect Webhooks’ and select ‘Send on Event’ to ensure that every new response triggers the webhook.

5. Creating a Customer in Bookafy

Now that your Google Forms and Google Sheets are connected through Pabbly Connect, it’s time to set up the action application, which is Bookafy. Select Bookafy and choose the action event as ‘Create Customer’.

You will need to connect Pabbly Connect with your Bookafy account. Click on ‘Add New Connection’ and provide your API key and booking page URL from your Bookafy account settings. After entering these details, click on ‘Save’ to establish the connection.

Copy your API key from the Bookafy integrations settings. Enter the booking page URL to complete the connection.

Once connected, map the fields from the Google Form responses to the corresponding fields in Bookafy. For example, map first name, last name, and email address. Finally, click on ‘Save and Send Test Request’ to create a customer in Bookafy. You can verify this by refreshing your Bookafy customer list to see the newly created customer.

Conclusion

In this tutorial, we demonstrated how to integrate Google Forms submissions with Bookafy using Pabbly Connect. By following these steps, you can automate the process of adding new customers from your Google Forms directly into Bookafy, enhancing your workflow efficiency.

Utilizing Pabbly Connect simplifies this integration and allows you to focus on your business while automating routine tasks. Start integrating today to streamline your customer management process!