Integrating Google Forms with Zoho Books Using Pabbly Connect

Learn how to automate sales invoice creation in Zoho Books from Google Forms submissions using Pabbly Connect. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of creating sales invoices in Zoho Books from Google Forms submissions, the first step is to access Pabbly Connect. Open your web browser and navigate to Pabbly Connect. Sign in to your account or create a new one if you haven’t already.

Once logged in, you will see the dashboard where you can manage your workflows. Click on ‘Create Workflow’ and name it appropriately, such as ‘Google Forms to Zoho Books’. This naming helps you easily identify the purpose of the workflow.

2. Setting Up Google Forms for Submissions

Next, you need to set up your Google Form to collect the necessary data. Create a new form that includes fields such as customer name, email, product details, and quantity. Ensure that the responses are linked to a Google Sheet, as Pabbly Connect will pull data from there.

• Create a Google Form with required fields.
• Link the form to a Google Sheet to collect responses.
• Ensure the sheet captures all necessary data.

After setting up the form, fill it out to generate a response. This response will be used to test the integration with Pabbly Connect and subsequently with Zoho Books.

3. Connecting Google Sheets to Pabbly Connect

With your Google Form collecting responses, the next step is connecting Google Sheets to Pabbly Connect. In your Pabbly Connect workflow, select Google Sheets as the trigger application and choose the trigger event as ‘New Spreadsheet Row’. This event will trigger whenever a new form submission is made.

Copy the webhook URL provided by Pabbly Connect and go to your Google Sheet. Use the ‘Pabbly Connect Webhooks’ add-on to set up the webhook. Paste the URL in the add-on and specify the trigger column, which should be the last column of your sheet. This setup allows Pabbly Connect to receive data from the Google Sheet every time a new form submission occurs.

4. Integrating Zoho Books with Pabbly Connect

After successfully connecting Google Sheets, the next step is integrating Zoho Books. In your Pabbly Connect workflow, select Zoho Books as the action application. Choose the action event ‘Create Sales Invoice’. This action will create an invoice in Zoho Books based on the data received from Google Sheets.

When prompted, connect your Zoho Books account by providing your domain name. Once connected, map the fields from the Google Sheets data to the corresponding fields in Zoho Books, such as customer name, email, and product details. This mapping ensures that the correct data is transferred and an invoice is generated accurately.

5. Testing the Integration and Finalizing

Once everything is set up, it’s crucial to test the integration. Submit another entry through your Google Form and check if the data appears in your Google Sheets and if an invoice is created in Zoho Books. If everything works correctly, you will see the new invoice reflecting the details from the form submission.

If a customer does not exist in Zoho Books, you can set up a condition in Pabbly Connect to create a new contact before generating the invoice. This step ensures that all customers are accounted for and invoices are created seamlessly.

Conclusion

By using Pabbly Connect, you can automate the process of creating sales invoices in Zoho Books directly from Google Forms submissions. This integration streamlines your workflow and eliminates the need for manual data entry, saving time and reducing errors.