Integrate Cognito Forms with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Google Sheets using Pabbly Connect, eliminating manual data entry and automating your workflow. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Access Pabbly Connect to Start Integration

To begin integrating Cognito Forms with Google Sheets, you first need to access Pabbly Connect. Simply navigate to the Pabbly website and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, you will see various Pabbly applications. Click on the Pabbly Connect option to access the integration dashboard. This is where you will create a workflow that connects your Cognito Forms submissions directly to Google Sheets.

Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. This is where you will set up the automation for transferring data from Cognito Forms to Google Sheets. You will be prompted to name your workflow and select a folder for organization. using Pabbly Connect

• Name your workflow: ‘Cognito Forms to Google Sheets’
• Select the folder: ‘Automations’

After naming your workflow, click on the ‘Create’ button. You will now be directed to the workflow window where you will set up the trigger and action for your integration.

Set Up Trigger for Cognito Forms in Pabbly Connect

For the trigger, you need to select Cognito Forms as your application. This means that your workflow will start when a new entry is made in Cognito Forms. Choose ‘New Entry’ as the trigger event, which will initiate the workflow.

Once you select the trigger event, a webhook URL will be provided. This URL is crucial as it will link your Cognito Forms to Pabbly Connect. Copy this webhook URL and proceed to your Cognito Forms account.

• Log into your Cognito Forms account.
• Navigate to the form you want to connect.
• Enable ‘Post JSON data to a website’ and paste the webhook URL.

After saving these settings, your Cognito Forms will now be linked to your Pabbly Connect workflow, allowing data to flow seamlessly.

Testing the Integration with Pabbly Connect

To ensure that your integration works, you need to perform a test submission in your Cognito Forms. Fill out the form with sample data and submit it. This action will trigger the webhook and send the data to Pabbly Connect.

Once the submission is complete, return to your Pabbly Connect workflow. You will see that the response has been captured, displaying the details you entered in the form. This confirms that the connection between Cognito Forms and Pabbly Connect is functioning correctly.

Add Data to Google Sheets Using Pabbly Connect

After successfully capturing the data from Cognito Forms, the next step is to add this data to Google Sheets. For the action application, select Google Sheets and choose ‘Add New Row’ as your action event.

You will need to connect your Google Sheets account to Pabbly Connect. Click on the ‘Sign in with Google’ button and allow the necessary permissions to establish the connection. Once connected, select the spreadsheet and the specific sheet where you want the data to be added.

Select the spreadsheet: ‘Lead Details’ Choose the sheet: ‘Sheet1’

Next, map the fields from the Cognito Forms submission to the corresponding columns in Google Sheets. This mapping ensures that the data is accurately transferred. After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the integration.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of transferring data from Cognito Forms to Google Sheets. This integration not only saves time by eliminating manual data entry but also keeps your records organized and easily accessible. By following these steps, you can create a seamless workflow that enhances your productivity.