Learn how to seamlessly integrate Gravity Forms with Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. 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. Access Pabbly Connect for Integration
To start integrating Gravity Forms with Google Sheets, you need to access Pabbly Connect. First, visit Pabbly.com/connect and log into your account. If you don’t have an account, you can create one easily. Once logged in, you will be directed to the dashboard.
From the dashboard, locate the Pabbly Connect option and click on the Access Now button. This will take you to the Pabbly Connect interface where you can create a new workflow to connect Gravity Forms and Google Sheets seamlessly.
2. Create a New Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the Create New Workflow button. You will be prompted to name your workflow; for this integration, you can name it ‘Gravity Forms to Google Sheets’.
Once the workflow is created, you will see a screen where you can choose applications to integrate. Select Pabbly Connect and then click on the Webhook option. This allows you to set up a webhook that will capture form submissions from Gravity Forms.
3. Set Up Webhook in Gravity Forms
Now that you have created the workflow, it’s time to set up the webhook in your Gravity Forms. Go to your WordPress dashboard and navigate to the Gravity Forms plugin. Open the form you want to integrate and click on Settings, then select Webhooks.
In the Webhooks settings, click on the Add New button. Here, you will need to enter the webhook URL provided by Pabbly Connect. This URL is essential as it captures the data from Gravity Forms whenever a new submission occurs. After entering the URL, click on Update Settings.
- Log in to your Pabbly Connect account.
- Create a new workflow and select Webhook.
- Navigate to your form in Gravity Forms and access the Webhooks settings.
- Add the webhook URL from Pabbly Connect.
After setting up the webhook, go back to Pabbly Connect and click on the Capture Webhook Response button to test the integration. Fill out the form on your WordPress site and submit it to see if the data is captured correctly.
4. Connect Google Sheets in Pabbly Connect
With the webhook set up and tested, the next step is to connect Google Sheets to your Pabbly Connect workflow. Click on the Plus button in your workflow to add a new action. Choose Google Sheets from the list of applications.
Select the action event as Append Values. Before proceeding, create a new Google Sheet by going to sheets.google.com and setting up a blank sheet titled ‘Gravity Forms Integration’ with columns for First Name, Last Name, Email Address, and Message.
- Select Google Sheets as the application in Pabbly Connect.
- Choose the Append Values action event.
- Create a new Google Sheet with the necessary columns.
After creating the sheet, connect your Google account to Pabbly Connect by clicking on the Connect with Google Sheets button and authorizing access. Once connected, select the newly created sheet and map the fields from the webhook response to the corresponding columns in Google Sheets.
5. Test the Integration and Confirm Data Transfer
To ensure everything is working correctly, it’s crucial to test the integration. After mapping the fields in Pabbly Connect, save your workflow. You can send a test request to see if the data is transferred to Google Sheets successfully.
Go back to your Gravity Forms and fill out the form with new data. Submit the form and then check your Google Sheet. You should see the new submission data populated in the corresponding fields. This confirms that the integration is working as intended.
Submit a test form from Gravity Forms. Check Google Sheets for the new data entry. Repeat the process to ensure consistency.
Once you confirm that the data is being transferred correctly, you can rest assured that your integration between Gravity Forms and Google Sheets via Pabbly Connect is fully operational.
Conclusion
Integrating Gravity Forms with Google Sheets using Pabbly Connect allows for seamless data management and real-time updates. By following the steps outlined above, you can automate your workflow and enhance productivity. With Pabbly Connect, you can also explore other integrations and expand your automation capabilities effectively.
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