Integrating Gravity Forms with Airtable Using Pabbly Connect

Learn how to integrate Gravity Forms with Airtable using Pabbly Connect step by step. Create and update records seamlessly with this tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by going to the Pabbly website and signing in or signing up for a free account. Once logged in, navigate to the Pabbly Connect dashboard to create your workflow.

Click on the ‘Create Workflow’ button to initiate the integration setup. You will be prompted to name your workflow and choose a folder for it. After naming your workflow, click on ‘Create’ to proceed. This will take you to the main workflow window where you can set up triggers and actions.

2. Setting Up Gravity Forms as the Trigger in Pabbly Connect

In this section, you will set Gravity Forms as the trigger application in Pabbly Connect. Select Gravity Forms from the list of applications and choose the trigger event as ‘New Response’. This means that every time a new form submission is made, it will trigger the workflow.

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

After copying the webhook URL, navigate to your Gravity Forms settings. Under the settings of your specific form, go to the Webhooks tab and click on ‘Add New’ to create a new webhook. Paste the copied URL into the request URL section and select POST as the request method. Save your settings to establish the connection.

3. Testing the Connection Between Gravity Forms and Pabbly Connect

Once the webhook is configured, it’s time to test the connection. Go back to your Gravity Forms and submit a test entry in your form. This submission will trigger the webhook and send the data to Pabbly Connect. Check your Pabbly Connect workflow to see if the response has been captured successfully.

If the test submission is successful, you will see the captured response in Pabbly Connect. This response will include all the details submitted in the Gravity Forms, such as name, email, and other fields. With this confirmation, you can proceed to set up the action step.

4. Setting Up Airtable Action in Pabbly Connect

Now that you have successfully set the trigger, the next step is to set Airtable as the action application in Pabbly Connect. Select Airtable from the applications list and choose the action event as ‘Search Record’. This will allow you to check if a record already exists in Airtable based on the email submitted from Gravity Forms.

• Choose ‘Airtable’ as the action application.
• Select ‘Search Record’ as the action event.
• Map the email field from the Gravity Forms response to the search field in Airtable.

After mapping the email field, click on ‘Save and Send Test Request’. If a record exists, you will receive a record ID in the response. If not, you will need to set up the next action to create a new record in Airtable.

5. Finalizing the Workflow to Create or Update Records

To finalize the workflow, you will need to add conditions to either update an existing record or create a new one in Airtable. Use the router feature in Pabbly Connect to set conditions based on whether the record ID exists.

For the update action, select ‘Update Record’ in Airtable and map the necessary fields from the Gravity Forms response. For the create action, select ‘Create Record’ in Airtable and map the fields accordingly. Ensure that you test both scenarios to confirm that the workflow behaves as expected.

After testing, you should be able to see the updated or newly created records in Airtable based on the submissions received from Gravity Forms. This seamless integration allows you to manage your event registrations effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Gravity Forms with Airtable. By following the steps outlined, you can automate the process of creating and updating records based on form submissions. This integration enhances your data management and ensures that all registrations are captured accurately.