How to Use Filters in Pabbly Connect: A Step-by-Step Guide

Learn how to use filters in Pabbly Connect to seamlessly integrate data from Pabbly Connect to Google Sheets, Facebook, and more. Follow our detailed tutorial!

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Data Filtering

In this section, we will explore how to set up Pabbly Connect to filter data effectively. Start by logging into your Pabbly Connect account and creating a new workflow. This workflow will help you manage submissions from Pabbly Form Builder, focusing on specific data points.

To begin, click on ‘Create Workflow’ and name it ‘Filters Demo’. Next, select the app as Pabbly Form Builder and choose the method as ‘New Form Submission’. This setup is crucial as it establishes the connection between your form submissions and Pabbly Connect.

2. Integrating Pabbly Form Builder with Pabbly Connect

Once your workflow is created, the next step is to integrate Pabbly Form Builder with Pabbly Connect. You will need to set up a webhook URL that captures data from your form submissions. Copy the webhook URL provided in your workflow settings.

• Go to your Pabbly Form Builder and open the form you want to use.
• Navigate to the Integrations section and select Webhooks.
• Paste the copied webhook URL into the designated field.

After adding the webhook, click on ‘Add Webhook’. This action ensures that every form submission will be sent to Pabbly Connect in real-time, allowing you to filter the data effectively.

3. Capturing Data from Pabbly Form Builder

Now that your webhook is set up, it’s time to capture the data from Pabbly Form Builder through Pabbly Connect. Fill out the form with a test submission, ensuring you select a gender option. For example, choose ‘Male’ to see how the filter handles this data.

Once the form is submitted, return to Pabbly Connect and click on ‘Capture Webhook Response’. You will see the data captured, including the field for gender which will be displayed as ‘Male’. This confirms that the integration is working correctly.

4. Applying Filters in Pabbly Connect

To filter the data based on gender, click on the plus button in your workflow after the webhook step. From the app section, choose the Filter app. This is where you define the criteria for data processing in Pabbly Connect.

Select the field ‘Choose Your Gender’ and set the condition to ‘is equal to Female’. This condition ensures that only submissions marked as Female will proceed to the next step. Click on ‘Save’ to apply the filter condition.

If the submission does not meet this condition, Pabbly Connect will halt the workflow, preventing unwanted data from being processed further.

5. Sending Filtered Data to Google Sheets

The final step is to send the filtered data to Google Sheets. To do this, click on the plus button again and select Google Sheets as the app. Connect your Google account and authorize access to allow Pabbly Connect to send data.

Choose the spreadsheet where you want the filtered data to be stored. For this example, create a new sheet named ‘Responses by Female’ with columns for first name, last name, email, and gender. Map the fields from the form submission to the corresponding columns in Google Sheets.

Once everything is set up, click on ‘Save’. Now, whenever a form submission meets the filter criteria, the data will be sent to Google Sheets, ensuring you only receive the desired entries.

Conclusion

In this tutorial, we explored how to use filters in Pabbly Connect to manage data submissions effectively. By integrating Pabbly Form Builder with Google Sheets, you can ensure that only specific data is processed. This powerful feature allows for efficient data management and enhances your workflow capabilities.