Automate ConvertBox Form Responses in Google Sheets with Pabbly Connect

Learn how to automate ConvertBox form responses in Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate ConvertBox form responses in Google Sheets, we start by accessing Pabbly Connect. Open your browser and navigate to Pabbly.com/c/connect. Here, you can either sign in or sign up for a free account.

If you’re new to Pabbly Connect, click on the sign-up button. This process is quick and grants you 100 free tasks each month. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button to start the process. A window will appear asking you to name your workflow.

• Name your workflow (e.g., Add ConvertBox Form Responses to Google Sheets).
• Select the folder where you want to save it.
• Click on ‘Create’ to finalize your workflow setup.

After creating your workflow, you will see the trigger and action setup interface. This is where you will define how Pabbly Connect will handle the data from ConvertBox to Google Sheets.

3. Setting Up the Trigger with ConvertBox

Next, we will set up the trigger in Pabbly Connect using ConvertBox. Select ConvertBox as your trigger application and choose ‘New Lead Submission’ as the trigger event. This event will activate whenever a new form submission occurs.

To connect ConvertBox with Pabbly Connect, you will need to copy the webhook URL provided. Navigate to your ConvertBox account, select the form you want to integrate, and edit its settings. In the form settings, go to the ‘Integrations’ section and add a new integration.

• Paste the copied webhook URL into the integration settings.
• Select ‘Add Integration’ and save your changes.

Once this setup is complete, return to Pabbly Connect, and you will see that it’s waiting for a response from ConvertBox, indicating that the connection is successful.

4. Mapping Data to Google Sheets in Pabbly Connect

Now, we will configure the action in Pabbly Connect to send the data to Google Sheets. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. This action will add a new row in your specified Google Sheet whenever a new submission is received from ConvertBox.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and authenticate your Google account. After granting the necessary permissions, select the specific Google Sheet where you want the data to be added.

Map the fields from ConvertBox to the corresponding columns in Google Sheets. Ensure all required fields are filled, such as first name, last name, email, and address.

After mapping the data, test the action to confirm that the integration is working. You should see a new row added to your Google Sheet with the details from the ConvertBox submission.

5. Testing the Integration in Real-Time

To ensure everything is functioning correctly, we will perform a test submission using your ConvertBox form. Fill in the form with sample data and submit it. This action should trigger the workflow in Pabbly Connect and send the data to Google Sheets.

After submitting the form, check your Google Sheet to verify that the new row has been added with the correct information. This confirms that the integration is successful and that Pabbly Connect is effectively managing the data flow from ConvertBox to Google Sheets.

Whenever you receive new submissions in ConvertBox, the details will be automatically added to your Google Sheet, streamlining your data management process.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding ConvertBox form responses to Google Sheets using Pabbly Connect. By following these steps, you can efficiently manage your form submissions and enhance your workflow.