Integrate Gravity Forms Submissions with Microsoft Excel Using Pabbly Connect

Learn how to automate the integration of Gravity Forms submissions into Microsoft Excel using Pabbly Connect. Step-by-step tutorial for seamless data transfer. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Gravity Forms with Microsoft Excel, you first need to access Pabbly Connect. This automation platform allows seamless data transfer between various applications. Create a free account on Pabbly Connect in just a few minutes to start your automation journey.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will be prompted to name your automation. For this tutorial, we’ll name it ‘Sync Gravity Form Submissions with Excel’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In this section, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger will be set to ‘New Response’ from the Gravity Forms application. This means that every time a form submission is received, Pabbly Connect will capture the details.

• Select ‘Gravity Forms’ as the trigger application.
• Choose the trigger event as ‘New Response’.
• Copy the provided webhook URL from Pabbly Connect.

Next, you will need to connect this webhook URL to your Gravity Forms. This connection will allow Pabbly Connect to receive data from Gravity Forms whenever a new submission is made.

3. Configuring Gravity Forms with Pabbly Connect

To configure Gravity Forms for integration with Pabbly Connect, you must install the Webhooks Add-On. This add-on enables the connection needed to send data to Pabbly Connect. Once installed, go to your form settings and select the Webhooks option.

• Open the form you want to connect.
• Paste the copied webhook URL into the request URL field.
• Set the request method to POST and the request format to JSON.

After saving these settings, Pabbly Connect will be ready to receive data from your Gravity Forms submissions. Make sure to perform a test submission to verify that the connection is working correctly.

4. Mapping Data from Gravity Forms to Microsoft Excel

Now that you have set up the connection between Gravity Forms and Pabbly Connect, it’s time to map the data to Microsoft Excel. Select ‘Microsoft Excel’ as the action application in your workflow. This step allows you to automatically send the captured data to your Excel spreadsheet.

Choose the action event as ‘Add Row’. Connect your Microsoft Excel account with Pabbly Connect. Select the specific workbook and worksheet where you want to store the data.

After mapping the required fields, such as name, email, and phone number, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will see a positive response indicating that the data has been successfully added to your Excel sheet.

5. Finalizing Your Automation with Pabbly Connect

With the data successfully mapped and sent to Microsoft Excel, your automation is now complete. The beauty of using Pabbly Connect is that once this workflow is set up, you can sit back and relax. Every new Gravity Forms submission will automatically populate your Excel sheet without any manual effort.

To ensure everything is working smoothly, refresh your Excel sheet to see the latest submissions. You can customize your forms to collect additional information, and Pabbly Connect will handle all the data transfer seamlessly. This setup allows you to streamline your workflow and enhance productivity.

Conclusion

In this tutorial, we explored how to integrate Gravity Forms submissions into Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate data transfer and save time on manual entries. Embrace the power of automation with Pabbly Connect to enhance your workflow efficiency.