Learn how to integrate Gravity Forms with Google Sheets using Pabbly Connect for seamless automation and efficient data management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start using Pabbly Connect for automation, first visit the Pabbly Connect homepage. Here, you can either sign up for a new account or sign in if you are an existing user. Pabbly Connect is crucial for connecting Gravity Forms with Google Sheets, allowing seamless data transfer.
Once logged in, you will see the dashboard where you can create new workflows. This is where the automation process begins. The ability to connect various applications like Gravity Forms and Google Sheets through Pabbly Connect makes managing form submissions efficient.
2. Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this integration, name it something descriptive like ‘Add Gravity Form Submission to Google Sheets’.
- Select a folder for your workflow, such as ‘Google Sheets’.
- Click on the ‘Create’ button to finalize your workflow setup.
With the workflow created, you can now set up the trigger that will initiate the automation whenever a new form submission is received in Gravity Forms. This is a crucial step in utilizing Pabbly Connect effectively.
3. Setting Up the Trigger with Gravity Forms
The next step is to set up the trigger within your workflow. In Pabbly Connect, select Gravity Forms as your trigger application. Choose the trigger event as ‘New Response’, which captures new submissions from your forms.
After selecting the trigger event, you will receive a webhook URL. This URL needs to be integrated into your Gravity Forms settings. Copy this URL and navigate to your Gravity Forms plugin in WordPress. Under the settings for your specific form, select the ‘Webhooks’ option and add a new webhook using the copied URL.
4. Testing the Webhook Integration
With the webhook set up, it’s time to test the integration. Go back to your Gravity Forms and submit a test entry. This step is essential to ensure that Pabbly Connect receives the data from your form submissions correctly.
Once the test submission is made, return to your Pabbly Connect dashboard to check if the response was captured successfully. You should see all the details like first name, last name, email, and service interest listed in the response section. This confirms that your webhook is functioning as expected.
5. Adding Google Sheets as the Action Step
Now that you’ve confirmed the trigger is working, the next step is to add Google Sheets as the action application in your workflow. Select ‘Google Sheets’ from the action applications and choose the event ‘Add a New Row’. This will allow new form submissions to be automatically added to your Google Sheets.
To connect Google Sheets with Pabbly Connect, click on ‘Connect’, then select ‘Add New Connection’. Sign in to your Google account and grant the necessary permissions. After connecting, select the spreadsheet you want to use, such as ‘Gravity Form Submission’, and map the fields from the trigger to the appropriate columns in your Google Sheets.
Finally, save and send the request. Check your Google Sheets to see if the new row has been added successfully with the data from your test submission. This integration streamlines the process of managing form submissions through Pabbly Connect.
Conclusion
In this tutorial, we explored how to integrate Gravity Forms with Google Sheets using Pabbly Connect. By automating this process, users can efficiently manage form submissions without manual intervention. Pabbly Connect simplifies the integration, making data management seamless and effective.
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