Integrate Crove Form Data with Google Sheets Automatically Using Pabbly Connect

Learn how to automatically send Crove form data to Google Sheets using Pabbly Connect with this step-by-step tutorial. Streamline your workflow today! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Google Sheets Integration

In this section, we will explore how to use Pabbly Connect to send Crove form data to Google Sheets automatically. This integration allows you to streamline your data management by automatically capturing form submissions in Google Sheets.

Pabbly Connect serves as an automation platform that connects Crove, an online document generator, with Google Sheets. This integration is particularly useful for managing data from surveys, candidate evaluations, and other forms where data organization is crucial.

2. Setting Up Pabbly Connect for Crove and Google Sheets

To begin the integration, visit the Pabbly Connect website. You will need to create an account if you haven’t done so already. Once logged in, you can start creating a new workflow. using Pabbly Connect

• Go to the Pabbly Connect dashboard.
• Click on the ‘+ Create Workflow’ button.
• Name your workflow (e.g., Crove to Google Sheets).

After naming the workflow, you will see a trigger window where you can select Crove as the application. Choose ‘PDF Generated’ as the trigger event to capture data from your Crove form submissions.

3. Configuring the Trigger with Crove

In this step, you will configure the trigger in Pabbly Connect to capture data from your Crove account. You will need to set up a webhook URL provided by Pabbly Connect in your Crove account.

To do this, log into your Crove account and navigate to the template you have created. Here are the steps to configure the webhook:

• Open the template you wish to use for the integration.
• Click on the Webhooks option and select ‘Add New’.
• Paste the webhook URL from Pabbly Connect.
• Set the event to ‘When PDF is generated’ and save.

Once the webhook is configured, submit a test form to ensure that Pabbly Connect can capture the data correctly. This step is crucial for the integration to function properly.

4. Connecting Google Sheets to Pabbly Connect

After setting up the trigger, the next step is to connect Google Sheets to Pabbly Connect. This allows you to send the captured form data directly to your Google Sheets.

In the action window, select Google Sheets as the application and choose ‘Add New Row’ as the action event. You will need to authenticate your Google account to allow Pabbly Connect to access your sheets. Follow these steps:

Click on ‘Connect’ and select ‘Add New Connection’. Choose your Google account and grant the necessary permissions. Select the Google Sheets document where you want to save the data.

Once connected, map the fields from your Crove form to the corresponding columns in Google Sheets. This ensures that all relevant data from the form submission is saved accurately.

5. Testing and Finalizing the Integration

With both Crove and Google Sheets connected through Pabbly Connect, it’s time to test the integration. Submit a new form entry in Crove to see if the data appears in your Google Sheet as expected.

Once you submit the form, check your Google Sheet to verify that all the details, including the generated PDF link, are correctly populated. If everything looks good, save your workflow in Pabbly Connect. This will ensure that the automation runs smoothly in the future.

By following these steps, you have successfully integrated Crove with Google Sheets using Pabbly Connect, allowing for automated data management and organization.

Conclusion

In conclusion, using Pabbly Connect to send Crove form data to Google Sheets automatically streamlines your workflow significantly. This integration not only saves time but also ensures that your data is organized efficiently. Start automating your processes today!