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Turn Google Forms Submissions into CRM Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting pabbly.com/connect. This platform enables seamless automation between Google Forms and Zoho CRM.

If you are a new user, you can sign up for a free account, which includes 100 free tasks every month. Existing users can simply sign in to their accounts to begin creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and select the option to create a new workflow. Use the Quick Builder feature, which allows you to input a prompt to set up the integration.

Select the trigger application as Google Forms.
Choose the event as “New Response Received”.
Set the action application to Zoho CRM.
Select the action event as “Create Contact”.

After setting up the trigger and action, approve the workflow to proceed to the next steps.

3. Configuring Google Forms with Pabbly Connect

In this step, you will need to copy the webhook URL generated by Pabbly Connect. This URL will be used to connect Google Forms to the automation.

Go to your Google Form, navigate to the responses section, and select the option to link it to Google Sheets. Once linked, go to Extensions, then Add-ons, and search for “Pabbly Connect Webhooks” to install it.

Select the Pabbly Connect Webhooks add-on.
Choose “Initial Setup” and paste the webhook URL.
Specify the trigger column as the last data column in the Google Sheet.

After configuring, submit the setup to ensure everything is saved correctly.

4. Testing the Integration Between Google Forms and Zoho CRM

Now that the setup is complete, it’s time to test the integration. Fill out the Google Form with test data and submit it. This action should trigger Pabbly Connect to capture the data and send it to Zoho CRM.

After submitting, check your Google Sheets to confirm that the data appears correctly. Then, return to Pabbly Connect and send a test request to ensure the data has been received successfully.

Fill out the form with test details.
Check the Google Sheets for the new entry.
Verify in Pabbly Connect that the data was received.

Once confirmed, you can proceed to enable automatic data fetching in the Google Sheets settings.

5. Finalizing Zoho CRM Setup in Pabbly Connect

The last step involves connecting Pabbly Connect to Zoho CRM. In your workflow, select the option to add a new connection for Zoho CRM.

Enter your Zoho domain, allow access, and map the fields from the Google Form responses to the Zoho CRM fields. This mapping allows Pabbly Connect to automatically populate the contact details without manual entry.

Map the first name, last name, email, and phone number fields.
Click “Save and Send” to create the contact.
Refresh Zoho CRM to see the newly created contact.

With this, you have successfully integrated Google Forms with Zoho CRM using Pabbly Connect, automating your lead management process.

Conclusion

This tutorial demonstrated how to integrate Google Forms with Zoho CRM using Pabbly Connect, streamlining your lead management process. Automate your workflows today with Pabbly Connect!