Seamless Google Forms to FreshBooks Integration Using Pabbly Connect

Learn how to automate adding leads from Google Forms to FreshBooks using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms and FreshBooks Integration

To start the integration process between Google Forms and FreshBooks, first access Pabbly Connect by visiting the website at Pabbly l.com/connect. Here, you can either sign in or create a new account. Signing up is free and provides you with 100 free tasks monthly to explore the platform.

Once logged into your Pabbly Connect account, navigate to your dashboard where you can create a new workflow. Name this workflow something relevant, such as ‘Google Forms to FreshBooks Integration’ to easily identify it later.

2. Setting Up the Trigger in Pabbly Connect

In your new workflow on Pabbly Connect, you will see two sections: Trigger and Action. For the trigger, select ‘Google Forms’ and then choose ‘New Response Received’. This action will initiate the workflow whenever a new form submission occurs.

• Choose Google Forms as the trigger application.
• Select the event ‘New Response Received’.
• Copy the provided webhook URL from Pabbly Connect.

Next, go to your Google Forms and navigate to the ‘Responses’ tab. Click on ‘View Responses in Sheets’ to create a Google Sheet that will store your form submissions. This sheet will later connect with Pabbly Connect to automate the data transfer.

3. Connecting Google Sheets to Pabbly Connect

After creating your Google Sheet, you need to connect it to Pabbly Connect. Go to the ‘Extensions’ menu in Google Sheets, select ‘Pabbly Connect Webhooks’, and then choose ‘Initial Setup’. Here, paste the webhook URL you copied earlier.

• Paste the webhook URL into the setup window.
• Set the trigger column to the last data column (e.g., column E).
• Click on ‘Send Test’ to ensure the connection works.

Once you have completed this step, submit a test response in your Google Form to verify that the data appears in your Google Sheet and is sent to Pabbly Connect successfully.

4. Configuring the Action in FreshBooks via Pabbly Connect

Now that your Google Forms and Sheets are connected, it’s time to set up the action in FreshBooks. In Pabbly Connect, select ‘FreshBooks’ as your action application and choose ‘Search a Client’ as the action event. This is crucial to check if a client already exists before creating a new one.

Connect your FreshBooks account by clicking on ‘Add New Connection’ and authorizing the app. Use the email collected from the Google Form submission to search for existing clients in FreshBooks. If the email does not exist, the workflow will proceed to create a new client.

5. Finalizing the Integration Process in Pabbly Connect

To finalize the workflow, set up a filter in Pabbly Connect that only allows new clients to be created if the search result shows zero existing clients. This ensures duplicates are not created in FreshBooks.

Once the filter is set, add another action in Pabbly Connect to create a client in FreshBooks. Map the necessary fields such as first name, last name, email, and phone number from the Google Sheets data to the FreshBooks fields. Finally, test the workflow to ensure everything functions correctly.

After verifying that the integration works, your setup is complete. Whenever a new lead fills out your Google Form, their information will be automatically added to FreshBooks, streamlining your process.

Conclusion

This tutorial has guided you through the process of integrating Google Forms with FreshBooks using Pabbly Connect. By following these steps, you can automate the addition of leads to your FreshBooks account, saving time and reducing manual entry errors. Start leveraging Pabbly Connect today to enhance your workflow efficiency!