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

Learn how to automate the addition of contacts in Exotel from Google Form submissions using Pabbly Connect. This detailed tutorial guides you through every step of the integration process.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms and Exotel Integration

To begin the integration process, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by logging into your Pabbly Connect account and reaching the dashboard.

Once you are on the dashboard, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Google Forms to Exotel Automation’. After naming your workflow, click the ‘Create’ button to proceed.

2. Setting Up the Trigger with Google Forms

The next step in this process involves setting up the trigger event in Pabbly Connect. Select Google Forms as your trigger application and choose the trigger event as ‘New Response Received’. This event will activate whenever a new form submission is made.

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

Paste the webhook URL into the Google Form’s settings to connect it with Pabbly Connect. This allows the data from the form to be sent directly to your workflow whenever a new response is submitted.

3. Configuring Google Form and Spreadsheet

After setting up the trigger, you need to configure your Google Form and its associated spreadsheet. Ensure that your Google Form includes fields for first name, last name, email, phone number, and company name. Once the form is created, link it to a Google Sheet where responses will be collected. using Pabbly Connect

Next, install the Pabbly Connect Webhooks add-on in your Google Sheets. After installation, refresh your spreadsheet. Click on ‘Extensions’, navigate to ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Here, paste the webhook URL and specify the trigger column where the final data entry will occur.

4. Adding Contacts to Exotel Using Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action step in Pabbly Connect. Select Exotel as the action application and choose the action event as ‘Create Contacts’. You will need to connect your Exotel account by providing the necessary API key, account SID, and subdomain details.

• Input your API Key from your Exotel account.
• Provide your Account SID and the subdomain.
• Map the fields from Google Forms to the corresponding fields in Exotel.

Once you have filled in the necessary fields, click on ‘Save and Send Test Request’. This action will create a new contact in Exotel based on the data received from the Google Form submission. Ensure that the phone number is formatted correctly with the country code.

5. Testing the Automation Workflow

After configuring both Google Forms and Exotel, it’s crucial to test your automation workflow in Pabbly Connect. Go back to your Google Form and submit a test response. After submission, check your Exotel account to confirm that the new contact has been added successfully.

If the contact appears in Exotel, your integration is working perfectly. If you encounter any errors, double-check the mappings and ensure that the data formats are correct, especially for phone numbers. Once everything is set up correctly, your automation will run seamlessly.

Conclusion

In this tutorial, we explored how to integrate Google Forms with Exotel using Pabbly Connect. This automation allows you to save time by automatically adding contacts from form submissions to your Exotel list, enhancing your lead management process efficiently.