Lead Automation Workflow: Google Forms → Zoho CRM → Promotional SMS

Learn how to automate lead generation using Pabbly Connect to integrate Google Forms with Zoho CRM and send promotional SMS effortlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Workflow Automation

To start automating your lead generation process, you need to access Pabbly Connect. Simply open a new tab and enter the URL Pabbly.com/connect. This will take you to the homepage of Pabbly Connect, where you can sign in or sign up for a free account.

If you are a new user, click on the Sign Up Free button to create your account, which allows you to access 100 free tasks every month. Existing users can click on Sign In to log in. After logging in, navigate to the Pabbly Apps page and select Pabbly Connect to get started.

2. Creating a Lead Automation Workflow in Pabbly Connect

Once you are in Pabbly Connect, you can create your lead automation workflow. Click on the Create Workflow button and select the beta workflow builder for a modern experience. Name your workflow something like ‘Lead Automation Workflow: Google Forms to Zoho CRM and Promotional SMS’ and click Create.

• Select Google Forms as your trigger application.
• Choose the trigger event as New Response Received.
• Connect your Google Forms account to Pabbly Connect.

After setting up the trigger, you will receive a webhook URL that acts as a bridge between Google Forms and Pabbly Connect. Copy this URL and proceed to your Google Form to set it up.

3. Configuring Google Forms with Pabbly Connect

In your Google Form, navigate to the Responses section and link it to a Google Sheet. This is where your form responses will be collected. Go to Extensions > Add-ons > Get Add-ons and search for the Pabbly Connect Webhooks add-on. Install it and then go back to Extensions to find the Pabbly Connect Webhooks option.

• Select Initial Setup from the Pabbly Connect Webhooks menu.
• Paste the copied webhook URL into the designated field.
• Enter the trigger column as E (the last data column).

Click Submit to complete the setup. This enables Pabbly Connect to receive data from your Google Form whenever a new response is submitted.

4. Integrating Zoho CRM with Pabbly Connect

With the Google Forms set up, return to Pabbly Connect to add Zoho CRM as the action application. Click on Add New Action Step and select Zoho CRM from the list. Choose Create Contact as the action event. Click Connect to establish a connection with your Zoho CRM account.

To connect, enter your Zoho domain (e.g., zoho.com) and click Save. Allow access for Pabbly Connect to interact with your Zoho CRM data. Now map the fields from your Google Form response to the corresponding fields in Zoho CRM, such as First Name, Last Name, Email, and Phone Number.

Click Save and Send Test Request to verify that the integration works. After a successful test, you should see the new contact in your Zoho CRM account, confirming that Pabbly Connect has successfully added the lead.

5. Sending Promotional SMS via Twilio with Pabbly Connect

Next, you will set up SMS notifications for your leads. Add Twilio as another action app in Pabbly Connect. Select Send SMS Message as the action event and connect your Twilio account by entering your Account SID and Authorization Token.

Compose the SMS body, including a personalized message for your lead. Use the mapping feature to insert the lead’s name dynamically by selecting it from the Google Forms response. Enter the sender’s number from your Twilio account and the recipient’s number, which can also be dynamically mapped from the lead’s response.

Click Save and Send Test Request to send a test SMS. If successful, your lead will receive a text message confirming their submission. This integration showcases how Pabbly Connect can simplify your workflow by automating lead management and communication.

Conclusion

In this tutorial, we explored how to automate lead generation using Pabbly Connect to integrate Google Forms with Zoho CRM and send promotional SMS alerts. This seamless workflow enhances efficiency and ensures timely communication with your leads.