Seamless Google Forms to Keap CRM Integration Using Pabbly Connect

Learn how to integrate Google Forms with Keap CRM using Pabbly Connect for automatic lead capturing. Step-by-step tutorial included. 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 Keap CRM Integration

To begin the integration process between Google Forms and Keap CRM, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Here, you can either sign in or create a free account, which only takes two minutes.

Once you have logged into Pabbly Connect, you will be directed to your dashboard. This is where you can create new workflows that automate tasks between different applications. For this tutorial, we will create a workflow specifically for integrating Google Forms with Keap CRM.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Google Forms to Keap CRM’.

Now, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, select Google Forms as your trigger application and choose ‘New Response Received’ as the event.

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

After copying the webhook URL, you will need to configure your Google Forms to send responses to this URL, which we will cover in the next section.

3. Configuring Google Forms to Send Data to Pabbly Connect

To link Google Forms with Pabbly Connect, you will need to use Google Sheets, as Google Forms does not directly support webhooks. First, create a Google Sheet associated with your Google Form. This sheet will receive the responses from the form.

Next, open your Google Sheet and navigate to the Extensions menu. From there, select Pabbly Connect Webhooks and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier from Pabbly Connect and specify the trigger column, which is typically the last column of your spreadsheet.

• Go to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the copied webhook URL in the setup window.
• Identify and set the trigger column (last column of your sheet).

Once you have completed these steps, submit a test response in your Google Form to ensure that the data is captured correctly in the Google Sheet and sent to Pabbly Connect.

4. Setting Up the Action to Create a Contact in Keap CRM

Now that you have set up the trigger, it’s time to configure the Action in Pabbly Connect. Go back to your workflow and select ‘Infusionsoft by Keap’ as the action application. Choose the event ‘Create or Update Contact’.

When prompted, connect your Keap account to Pabbly Connect. You will need to authorize the connection, after which you can map the fields from your Google Form responses to the corresponding fields in Keap CRM.

Select Infusionsoft by Keap as the action application. Choose ‘Create or Update Contact’ as the action event. Map the fields from Google Forms to Keap CRM (e.g., email, name, phone).

After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will create a new contact in your Keap CRM with the data from the Google Form submission.

5. Testing and Finalizing Your Integration

To ensure everything works smoothly, it’s important to test your integration. Fill out your Google Form again with new data and submit it. After submission, check your Google Sheet to see if the response shows up correctly.

Next, go to your Keap CRM and check if the new contact has been added. If the contact appears, congratulations! Your integration is successful. Make sure to enable the ‘Send on Event’ feature in your Google Sheets to ensure all future submissions are captured as well.

Submit new responses in Google Forms to test the integration. Verify that the responses are recorded in Google Sheets. Check Keap CRM for new contacts created from the submissions.

By following these steps, you can successfully automate the process of adding leads from Google Forms to Keap CRM using Pabbly Connect. This setup will save you time and ensure that no leads are missed.

Conclusion

In summary, integrating Google Forms with Keap CRM using Pabbly Connect allows for seamless lead capturing. With just a few steps, you can automate the process and ensure that all new submissions are added as contacts in your CRM.