Integrate Google Forms with Pipedrive CRM Using Pabbly Connect

Learn how to automate adding leads from Google Forms to Pipedrive CRM using Pabbly Connect. This step-by-step guide details the integration process. 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 with Pipedrive CRM, you need to access Pabbly Connect. Begin by typing ‘Pabbly.com’ in your browser. Once on the Pabbly homepage, navigate to the products section and select Pabbly Connect.

If you are a first-time user, click on the ‘Sign Up for Free’ option to create your account. This process takes just a few minutes and gives you access to 100 free tasks each month. If you already have an account, simply click on ‘Sign In’ to proceed.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, you need to create a new workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow something descriptive, such as ‘Google Forms Pipedrive CRM Integration’.

• Click on the plus sign to add a new workflow.
• Name your workflow appropriately.
• Click ‘Create’ to finalize the workflow setup.

Once created, you will see a trigger and action window. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger is a new response received from Google Forms.

3. Setting Up Google Forms for Triggering

In the trigger window, select ‘Google Forms’ as the application and choose ‘New Response Received’ as the trigger event. This setup allows Pabbly Connect to capture responses from Google Forms automatically.

Next, you will see a webhook URL provided by Pabbly Connect. You need to set this up in your Google Forms. To do this, go to the responses tab of your Google Form, create a new spreadsheet to collect responses, and link it to your form.

• Navigate to the responses tab in Google Forms.
• Create a new spreadsheet for responses.
• Copy the webhook URL from Pabbly Connect and paste it into the Google Forms settings.

After setting up the spreadsheet, ensure to refresh it to allow Pabbly Connect to capture new responses effectively.

4. Integrating Google Sheets with Pipedrive CRM

With the Google Form responses now being collected, the next step is to integrate Google Sheets with Pabbly Connect. You will need to install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace if you haven’t already done so.

Once installed, you’ll set up the initial webhook configuration by going to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL from Pabbly Connect and set the trigger column to the last column of your data. This column will send all data from that row to Pabbly Connect.

Install the Pabbly Connect Webhooks add-on. Go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL and set the trigger column.

After submitting the setup, ensure that the ‘Send on Event’ option is checked to allow automatic data capture in Pabbly Connect whenever a new response is recorded.

5. Creating a Contact in Pipedrive CRM

Now that Google Forms and Google Sheets are integrated with Pabbly Connect, the final step is to create a new contact in Pipedrive CRM. In the action window, select ‘Pipedrive’ as the application and choose ‘Create Person’ as the action event.

Connect your Pipedrive account by entering your API token, which can be found in your Pipedrive account settings under API. After successfully connecting, map the fields from Google Forms submissions to the respective fields in Pipedrive, such as name, email, and phone number.

Select Pipedrive as the application and ‘Create Person’ as the action. Enter your Pipedrive API token. Map the fields from Google Forms to Pipedrive.

Finally, test the integration by submitting a new response in Google Forms and checking if the contact is created in Pipedrive. This confirms that your integration is working seamlessly through Pabbly Connect.

Conclusion

Integrating Google Forms with Pipedrive CRM using Pabbly Connect allows for efficient lead management. By automating the process, you ensure that every lead captured through Google Forms is added directly to your CRM, saving time and reducing errors. This guide provided a clear step-by-step process to set up the integration effectively.