Integrate Google Forms with ClickUp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate task creation in ClickUp from Google Form responses using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

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

Once there, you will find options to sign in or sign up for a free account. If you are a new user, click on ‘Sign Up’ to create an account, which takes less than two minutes. Existing users can simply click on ‘Sign In’ to log into their accounts.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on ‘Create Workflow’ to start a new automation process. In the dialog box that appears, name your workflow something like ‘Create ClickUp Tasks from New Google Form Responses’. This name will help you identify the workflow later. using Pabbly Connect

Next, you will see two key events: Trigger and Action. For this integration, select Google Forms as the trigger application and choose the trigger event as ‘New Response Received’. This setup will allow Pabbly Connect to initiate actions based on new responses from your Google Form.

3. Setting Up Google Forms for Pabbly Connect

To successfully connect Google Forms with Pabbly Connect, you need to create a Google Form with specific fields. Start by creating a form that includes fields like Task Name, Task Description, Start Date, and Due Date. Ensure that the last field is marked as required to capture the response effectively.

Once your form is ready, navigate to the Responses tab and select the three dots to choose a destination for the responses. You can either create a new spreadsheet or select an existing one. After linking the spreadsheet, you will see all the fields from your Google Form reflected in the sheet. This is crucial for the next steps of the integration.

• Create a Google Form with necessary fields.
• Link the form responses to a new or existing Google Sheet.

After setting up the form, preview it to test it out. Fill in the form and submit a response to ensure that data is being captured correctly in the linked spreadsheet.

4. Connecting Google Forms Responses to Pabbly Connect

With your Google Form ready, return to Pabbly Connect. You will receive a Webhook URL, which acts as a bridge between Google Forms and Pabbly Connect. Copy this URL and set it up in your Google Form’s response settings.

In the Google Sheet, go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the Webhook URL you copied earlier and specify the trigger column, which should be the last data column in your sheet.

• Copy the Webhook URL from Pabbly Connect.
• Set up the Webhook in the Google Sheet’s Pabbly Connect add-on.

Click on ‘Send Test’ to ensure that everything is set up correctly. Once the test is successful, you can proceed to create tasks in ClickUp based on the data received from Google Forms.

5. Creating Tasks in ClickUp Using Pabbly Connect

Now that you have set up the connection, it’s time to create tasks in ClickUp using the responses from your Google Form. In Pabbly Connect, select ClickUp as the action application and choose ‘Create Task’ as the action event. You will need to connect your ClickUp account by providing the API token.

To get the API token, log in to your ClickUp account, go to your profile icon, and navigate to the Apps section. Copy the API token and paste it into Pabbly Connect to establish the connection. After connecting, you will need to map the fields from the Google Form responses to the corresponding ClickUp task fields.

Select ClickUp and ‘Create Task’ in Pabbly Connect. Map the Google Form fields to ClickUp task fields. Test the integration to ensure tasks are created in ClickUp.

Once you have mapped the fields, click on ‘Save and Send Test Request’ to create a task in ClickUp. After testing, you can refresh your ClickUp account to see the newly created task, confirming that the integration between Google Forms and ClickUp via Pabbly Connect is successful.

Conclusion

This guide detailed how to integrate Google Forms with ClickUp using Pabbly Connect. By following these steps, you can automate task creation in ClickUp based on new responses from Google Forms, streamlining your workflow and improving efficiency.