Integrating ConvertBox Form Responses in Google Sheets Using Pabbly Connect

Learn how to integrate ConvertBox form responses into Google Sheets using Pabbly Connect with this detailed step-by-step tutorial. Streamline your workflow effortlessly! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate ConvertBox form responses into Google Sheets, we will use Pabbly Connect. Begin by searching for ‘Pabbly.com/connect’ in your browser. This action will take you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process only takes a couple of minutes and provides you with 100 free tasks each month. Once logged in, you will see the dashboard with various applications available for integration.

2. Creating a Workflow in Pabbly Connect

Next, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Name it something descriptive, like ‘Add ConvertBox Form Responses to Google Sheets’. Then, choose the appropriate folder for your workflow.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two sections: Trigger and Action. The Trigger is the event that starts the workflow.
• Select ConvertBox as your trigger application and choose ‘New Lead Submission’ as the trigger event.

After selecting your trigger, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between ConvertBox and Pabbly Connect, allowing data to be sent from ConvertBox to Google Sheets automatically.

3. Setting Up ConvertBox for Integration

Now, navigate to your ConvertBox account to configure the integration. Select the form you want to use and click on the ‘Edit’ button. Within the form settings, you will need to define actions and integrations. using Pabbly Connect

• Under the form settings, choose ‘Go to Next Step’ as your action.
• In the Integrations section, click on ‘Add Integration’ and select the option for Webhooks.
• Paste the webhook URL you copied from Pabbly Connect and click ‘Add Integration’ followed by ‘Save’.

Once you have saved the integration, you can return to Pabbly Connect, where it will be waiting for a response from ConvertBox. This setup ensures that any new form submission will trigger the workflow.

4. Mapping Data to Google Sheets

After setting up ConvertBox, we will now map the data to Google Sheets using Pabbly Connect. In the action section of your workflow, select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

Connect Google Sheets to Pabbly Connect by clicking on ‘Connect’ and then ‘Add New Connection’. Sign in with your Google account and allow access to Pabbly Connect. Select the spreadsheet where you want to add the form responses.

Once the spreadsheet is selected, you will need to map the fields from the ConvertBox response to the respective columns in Google Sheets. This mapping ensures that data is dynamically populated in the correct format whenever a new submission occurs.

5. Testing the Integration

With everything set up, it’s time to test the integration. Submit a new form through ConvertBox to see if the data is correctly added to Google Sheets via Pabbly Connect. After submitting the form, return to Pabbly Connect to check for the response.

If the response is received successfully, you should see all the details from your form submission reflected in your Google Sheets. This real-time data transfer confirms that your integration is working as intended.

Now, every time a new form is submitted, the details will automatically populate in your Google Sheets, streamlining your workflow and ensuring that you never miss a lead.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate ConvertBox form responses into Google Sheets effortlessly. By following the steps outlined, you can automate data entry and enhance your productivity.