Integrating Google Forms and ClickUp with Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Google Forms with ClickUp using Pabbly Connect. This detailed tutorial covers all steps and settings for automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks between Google Forms and ClickUp.

Navigate to the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account and explore the features.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow to connect Google Forms with ClickUp.

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, for example, ‘Create ClickUp Task from Google Forms Responses’.
• Select a folder for your workflow to keep things organized.

After creating the workflow, you will see options to set a trigger and action. This is where the integration starts to take shape.

3. Setting Up Google Forms as a Trigger

The first step in your workflow is to set Google Forms as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Response Received’.

After selecting the trigger, you will receive a webhook URL. This URL is essential for linking your Google Form to Pabbly Connect. Make sure to copy this URL for the next steps.

• Open your Google Form and go to the ‘Responses’ section.
• Link your Google Form to a Google Sheet to store responses.
• Install the Pabbly Connect Webhooks add-on in your Google Sheets.

By completing these steps, you ensure that every new response in Google Forms is captured by Pabbly Connect.

4. Connecting ClickUp as an Action

Now that you have set up the trigger, the next step is to connect ClickUp as the action application in Pabbly Connect. Choose the action event as ‘Create a Task’.

When prompted, you will need to provide your ClickUp API token to establish the connection. This token can be found in your ClickUp account settings under the API section.

Select your ClickUp workspace, space, and folder where the task will be created. Map the fields from the Google Forms responses to the ClickUp task fields. Set task priority and due dates based on the data collected.

Once you have mapped the necessary fields, your integration is almost complete. This setup will ensure that every new response in Google Forms automatically creates a task in ClickUp.

5. Testing the Integration

After setting up both the trigger and action, it’s time to test the integration using Pabbly Connect. Submit a test response in your Google Form to see if it creates a task in ClickUp.

Check both your Google Sheet and ClickUp account to verify that the response was captured and a task was created successfully. If everything works as expected, your automation is set up correctly.

Submit a new entry in your Google Form. Refresh your Google Sheet to see the response. Check ClickUp to see the new task created from the form response.

By following these steps, you ensure that your integration is functioning correctly, allowing for seamless task management from Google Forms to ClickUp using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Google Forms and ClickUp using Pabbly Connect. This integration automates task creation based on form responses, enhancing productivity and efficiency in your workflow.