How to Search & Update Data in Google Sheets using Pabbly Connect

Learn how to search and update data in Google Sheets using Pabbly Connect with this detailed tutorial. Streamline your automation processes now! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To search and update data in Google Sheets using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Here, you can create a new workflow, which will enable the automation of data handling between your Google Sheets and the form submissions.

Start by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Google Sheets Search and Update Data’. You can select a folder within your Pabbly Connect account to organize your workflows. Once you click on ‘Create’, you will see a trigger window and an action window appear, which are essential for setting up your automation.

2. Trigger Setup with Pabbly Form Builder

In this step, you will set up the trigger using Pabbly Form Builder to receive new form submissions. Select Pabbly Connect as your application and choose ‘New Form Submission’ as the trigger event. This event will kick off the automation whenever a new form submission is made.

• Select Pabbly Form Builder as the trigger application.
• Choose the ‘New Form Submission’ event.
• Copy the webhook URL provided by Pabbly Connect.
• Add this URL to your form’s integration settings.

After saving the webhook in your form, Pabbly Connect will wait for a response. Once a form is submitted, the data will be captured in your Pabbly Connect workflow, allowing you to proceed to the next step of searching the data in Google Sheets.

3. Searching Data in Google Sheets

Now that you have set up the trigger, it’s time to search for the specific lead in Google Sheets using Pabbly Connect. In the action step, select Google Sheets as your application and choose the ‘Lookup Spreadsheet Row’ action event. This allows you to search for the lead ID received from the form submission.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Connect’ and following the prompts to authenticate your account. Once connected, select the spreadsheet that contains your lead data and specify the sheet you want to search in. Use the lead ID as your lookup value to find the corresponding row in the spreadsheet.

4. Updating Data in Google Sheets

After successfully locating the row, you will now update the lead status in Google Sheets using Pabbly Connect. In the next action step, again select Google Sheets and choose the ‘Update Row’ action event. This is where you will specify which row to update based on the row index retrieved from the previous step.

Map the row index from the previous response to the update row action, and specify the fields you wish to update. For example, you can leave the other fields blank and only update the status field with the new status received from the form submission. Finally, click on ‘Save and Send Test Request’ to execute the update.

5. Testing the Automation

To ensure everything is functioning correctly, conduct a test by submitting a new form entry through Pabbly Form Builder. After submitting, check your Google Sheets to verify that the lead status has been updated as intended. This confirms that your automation is working flawlessly with Pabbly Connect.

Remember, you can use this setup with any application of your choice as the trigger, not just Pabbly Form Builder. This flexibility allows you to automate updates in Google Sheets based on various inputs, enhancing your workflow efficiency.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect allows you to effectively search and update data in Google Sheets through automation. By following these steps, you can streamline your data management processes and improve your team’s productivity.