Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Forms with Monday.com, you first need to access Pabbly Connect. If you are a new user, sign up at Pabbly’s website. Once you log in, you will be directed to your dashboard where you can create automation workflows.

Existing users can simply log in. After logging in, you will see the option to create a new workflow. Click on the Pabbly Connect dashboard to get started with your integration. Here, you can manage all your automation tasks efficiently.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the Create Workflow button. You will have three options: create from scratch, create using AI, and create using quick builder. For this tutorial, select the quick builder option.

  • Select the prompt as ‘lead routing tutorial.’
  • Choose the Google Forms trigger as ‘New Response Received.’
  • Select the Monday.com action as ‘Create Item.’

After setting these options, Pabbly Connect will generate your workflow. Approve the workflow to proceed. You now have a workflow that connects Google Forms to Monday.com, ready for further configuration.

3. Setting Up Google Forms with Pabbly Connect

Next, you need to connect Google Forms to Pabbly Connect. Copy the webhook URL provided in your workflow. Then, navigate to your Google Forms account and open the form you want to use.

  • Click on the ‘Responses’ tab in Google Forms.
  • Select ‘View in Sheets’ to access the response sheet.
  • Use the Extensions menu to find the Pabbly Connect Webhooks option.

In the Pabbly Connect Webhooks setup, paste the webhook URL you copied earlier. Set the trigger column to the final data column in your Google Sheet. This is crucial for ensuring that data is sent correctly to Pabbly Connect.

4. Connecting Monday.com to Pabbly Connect

After configuring Google Forms, it’s time to connect Monday.com. In your Pabbly Connect workflow, click on the connect button for Monday.com. You will need to enter your API key from Monday.com to establish this connection.

To find your API key, go to your Monday.com account, click on your profile, and navigate to the developers section. Copy the API token and paste it into Pabbly Connect. After saving, you can select the board where you want to send the data.

  • Choose the board ID for your application.
  • Map the fields from Google Forms to the corresponding fields in Monday.com.

This mapping ensures that when a new form is submitted, the data automatically populates the correct fields in your Monday.com CRM. This is where Pabbly Connect shines, allowing for seamless data transfer without manual entry.

5. Testing and Enabling Your Workflow

Once you have mapped the fields, it’s essential to test your workflow. Click on the save and send request button in Pabbly Connect to check if the integration works as expected. If successful, you will see the data reflected in your Monday.com CRM.

Make sure to enable the workflow toggle in Pabbly Connect to keep your automation active. If this toggle is off, the workflow will not function correctly. This final step ensures that every new response from Google Forms will automatically create a new item in Monday.com.

Conclusion

In this tutorial, we demonstrated how to integrate Google Forms with Monday.com using Pabbly Connect. By following these steps, you can automate your lead management process efficiently, saving time and reducing manual errors. With Pabbly Connect, you can easily connect various applications without any coding skills required.