Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets and Google Chat, first, you need to access Pabbly Connect. Open a new tab and visit the Pabbly Connect website.

If you do not have an account, sign up for free to get started. Pabbly Connect offers 100 free tasks every month, allowing you to automate your processes without any cost.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard and click on the “Create Workflow” button. This is essential for starting the integration process.

Use the Quick Builder feature to set up your workflow. Type in a prompt describing your use case, such as “Notify your team instantly when a website lead arrives from Typeform to Google Sheets.” This prompts Pabbly Connect to create a tailored workflow.

3. Setting Up the Trigger with Typeform

After creating your workflow in Pabbly Connect, the next step is to set up the trigger. Select Typeform as your application and choose the trigger event as “New Entry”. This allows Pabbly Connect to capture new lead submissions.

To connect Typeform, click on the “Add New Connection” button. Authorize Pabbly Connect to access your Typeform account by clicking the “Connect with Typeform” button. After successful connection, select the specific form you are using for lead generation.

  • Navigate to the Typeform connection settings.
  • Select the form from the dropdown menu.
  • Click on “Save and Send Test Request” to ensure it’s working.

Once the trigger is set up, you can test it by submitting a new lead through your Typeform. Pabbly Connect will capture the response, confirming that the integration is successful.

4. Sending Notifications to Google Chat

Now that your trigger is set up, the next step involves sending notifications to your team via Google Chat using Pabbly Connect. Select Google Chat as your action application and choose “Create Custom Card Message” as the action event.

To proceed, you’ll need to set up a webhook URL for Google Chat. This URL will allow Pabbly Connect to send messages to your chat space. Follow the steps to create a webhook in Google Chat, and copy the generated URL.

  • Go to your Google Chat space.
  • Select “Apps and Integrations” and find the webhook option.
  • Create a new webhook and copy the URL provided.

Paste this URL back into Pabbly Connect to establish the connection. Now, you can customize the notification message that will be sent to your team whenever a new lead is generated.

5. Finalizing the Integration

With the webhook URL in place, you can now finalize your message setup in Pabbly Connect. Fill in the title, subtitle, and message text for the notification. Ensure you map the lead’s details from the Typeform response to the message.

Once all details are entered, click on “Save and Send Test Request” to test the notification. If everything is set up correctly, your team will receive a notification in Google Chat with the lead’s information.

This automation not only streamlines your lead management process but also ensures that your team is promptly notified about new leads, increasing the chances of conversion.

Conclusion

Integrating Google Sheets and Google Chat using Pabbly Connect allows for seamless lead management and instant notifications. By following the steps outlined, you can automate your lead notifications effectively.

Utilizing this integration can significantly enhance your team’s response time and improve lead conversion rates, making it a valuable tool for your business.