Integrate Google Sheets with Cognitive Forms Using Pabbly Connect

Learn how to integrate Google Sheets with Cognitive Forms using Pabbly Connect for seamless data collection and automation. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Google Sheets with Cognitive Forms, start by accessing Pabbly Connect. This platform enables seamless automation without coding. First, sign up for a free account on the Pabbly Connect website.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. After naming, click ‘Create’ to load the workflow page where you can set up your trigger and action steps.

2. Setting Up the Trigger in Pabbly Connect

The trigger in this automation will be a new entry from Cognitive Forms. In your Pabbly Connect workflow, click on the trigger window and select ‘Cognitive Forms’ as the application. Choose the trigger event as ‘New Entry’. using Pabbly Connect

• Select ‘Cognitive Forms’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the provided webhook URL for use in the Cognitive Forms settings.

Next, go to your Cognitive Forms application and navigate to the form settings. Under the settings, find the option to post JSON data to a website. Paste the copied URL in the endpoint field and save the changes. This URL allows Pabbly Connect to receive data from your form submissions.

3. Testing the Trigger with a Form Submission

After setting up the trigger, it’s time to test it. Open the published form in a new tab and fill it out with sample data. For example, enter a first name, last name, email, and phone number, then submit the form. using Pabbly Connect

Once submitted, return to Pabbly Connect and check the response section to see if the data was captured. You should see the details that were submitted, confirming that the trigger is working properly.

• Fill in the form with sample data.
• Submit the form to trigger the workflow.
• Verify the response in Pabbly Connect.

With a successful test submission, you can now proceed to set up the action for adding the data to Google Sheets.

4. Setting Up the Action to Add Data to Google Sheets

The next step involves configuring the action to send the captured data to Google Sheets. In Pabbly Connect, click on the actions tab and select ‘Google Sheets’ as the application. Choose ‘Add New Row’ as the action event. using Pabbly Connect

To connect to Google Sheets, click on the ‘Add New Connection’ option and sign in with your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet and sheet where you want to add the data.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Map the data fields from the trigger to the corresponding columns in Google Sheets.

Map the first name, last name, email, and phone number to their respective columns in your Google Sheets. This mapping ensures that every new entry from the form is automatically added to your spreadsheet.

5. Finalizing the Integration and Running Tests

After mapping the fields, save your workflow and click on the ‘Save and Send Test Request’ button to test the connection with Google Sheets. If everything is set up correctly, a new row should appear in your Google Sheets with the data you submitted earlier. using Pabbly Connect

Verify that the data appears correctly in the spreadsheet. This confirms that your integration is successful and that Pabbly Connect is functioning as intended. You only need to set this up once, and it will run automatically for future form submissions.

Once satisfied with the setup, you can share the link to your workflow for others to clone and use in their own Pabbly Connect accounts.

Conclusion

Integrating Google Sheets with Cognitive Forms using Pabbly Connect streamlines your data collection process. This automation saves time and enhances productivity by eliminating manual data entry.