Learn how to automate the process of adding System.io form entries to Google Sheets using Pabbly Connect. Follow this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Integration
To start integrating System.io form entries with Google Sheets, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly.
If you don’t have an account, you can create a free account on Pabbly Connect. After logging in, you will be directed to the dashboard where you can begin creating your first automation.
2. Creating a Workflow in Pabbly Connect
Once you are in Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will need to provide a name for your workflow, such as ‘Add System.io Form Entries to Google Sheets’.
- Click on the blue ‘Create’ button.
- You will see two boxes for Trigger and Action.
- Select System.io as the Trigger application.
In the Trigger box, you will need to select the event ‘Contact Just Subscribed to a Form’. This event allows you to capture new form submissions from System.io.
3. Setting Up Automation in System.io
After selecting the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for connecting System.io with Pabbly Connect.
Go to your System.io dashboard, navigate to Automations, and create a new rule. Select the same trigger event, ‘Contact Just Subscribed to a Form’, and paste the webhook URL from Pabbly Connect into the appropriate field. Make sure to save the rule.
- Choose the funnel step where the form is located.
- Select ‘Send a Webhook’ as the action step.
- Save the rule to finalize the setup.
This setup ensures that every time a new entry is made in your System.io form, the data will be sent to Pabbly Connect via the webhook.
4. Testing the Integration with Pabbly Connect
To test the integration, submit a dummy entry through your System.io form. This step is crucial to ensure that the data flows correctly into Pabbly Connect.
After submitting the form, return to the Pabbly Connect dashboard. You should see the data captured from the form submission in the webhook response section. This indicates that the connection is working properly.
Check for the presence of the submitted data such as name, email, and phone number. Verify that the data matches what was submitted in the form.
Once you confirm that the data is received correctly, you can proceed to connect Google Sheets.
5. Adding Google Sheets to Pabbly Connect
Now, you will connect Google Sheets to Pabbly Connect to store the form entries automatically. In the Action box, select Google Sheets and choose the action event ‘Add a New Row’.
You will need to authorize Pabbly Connect to access your Google Sheets account. Once connected, select the spreadsheet where you want the data to be stored. Map the fields from the System.io form to the corresponding columns in Google Sheets.
Select the spreadsheet name and the specific sheet. Map the form fields to the spreadsheet columns. Click on the ‘Save’ button to finalize the setup.
After completing this setup, every time a new form submission occurs, Pabbly Connect will automatically add a new row in Google Sheets with the submitted data.
Conclusion
This tutorial demonstrates how to integrate System.io form entries with Google Sheets using Pabbly Connect. By following these steps, you can automate your workflow and save time on manual data entry.
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