How to Collect Gravity Forms Responses to Stackby Using Pabbly Connect

Learn how to automate collecting Gravity Forms responses to Stackby using Pabbly Connect with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Gravity Forms and Stackby Integration

Pabbly Connect is a powerful automation platform that allows users to integrate various applications seamlessly. In this tutorial, we will explore how to collect Gravity Forms responses into Stackby using Pabbly Connect. This integration simplifies the process of managing leads and customer data by automating data transfer.

Gravity Forms is a popular form-building plugin for WordPress, while Stackby serves as a flexible spreadsheet tool. By using Pabbly Connect, you can easily connect these applications without any coding skills, making it accessible for everyone.

2. Setting Up Pabbly Connect for Gravity Forms

To begin, access Pabbly Connect by visiting the Pabbly website. Create an account or log in if you already have one. Once logged in, navigate to the Pabbly Connect dashboard, where you will create a new workflow specifically for integrating Gravity Forms with Stackby.

• Click on the plus sign to create a new workflow.
• Name your workflow, such as ‘Integrate Gravity Forms with Stackby.’
• Click on ‘Create’ to finalize the workflow setup.

Now that you have established a workflow in Pabbly Connect, it’s time to set up the trigger event. Select Gravity Forms as the application and choose the trigger event as ‘New Response’. This ensures that every time a form is submitted, it will trigger the integration process.

3. Configuring Gravity Forms Webhook in WordPress

After setting up the trigger in Pabbly Connect, you need to configure the Gravity Forms webhook in your WordPress dashboard. Ensure you have the Gravity Forms plugin installed, and then navigate to the plugins section to activate the Webhooks add-on.

Once activated, go to your Gravity Forms settings and find the webhooks option. Here, you will add a new webhook by providing a name for it, such as ‘Stackby Integration’. You will also enter the webhook URL provided by Pabbly Connect and set the request method to POST.

• Enter the webhook URL from Pabbly Connect.
• Select ‘POST’ as the request method and JSON as the request format.
• Map all fields to ensure all data is captured correctly.

After saving the settings, go back to Pabbly Connect to test the webhook and ensure it captures the data correctly when a form is submitted.

4. Testing the Integration of Gravity Forms and Stackby

With the webhook configured, it’s time to test the integration. Fill out your Gravity Form with sample data and submit it. This action should trigger the webhook, sending the form data to Pabbly Connect.

In Pabbly Connect, you will see the response received from Gravity Forms. The data should include the customer’s name, email address, and mobile number. This confirms that the integration is successfully capturing the form responses.

Verify that the data received includes all necessary fields. Check for any errors in the integration process.

If everything looks good, proceed to the next step of connecting Stackby to Pabbly Connect to store the collected data.

5. Connecting Stackby to Pabbly Connect for Data Storage

Now that you have tested the integration, it’s time to connect Stackby to Pabbly Connect. In the action step of your workflow, select Stackby as the application and choose the action event as ‘Create a Row’. This will enable you to add the captured data into your Stackby table.

To connect your Stackby account, you will need your API key. Go to your Stackby account, navigate to your profile, and find the API key section. Copy the API key and paste it into Pabbly Connect to establish the connection.

Select the appropriate workspace and table in Stackby where you want to store the data. Map the fields from Gravity Forms to the corresponding columns in your Stackby table. Click on ‘Save and Send Test Request’ to ensure the data is added to Stackby.

After saving the integration, you can test it in real-time by submitting another response through your Gravity Form. Check your Stackby table to confirm that the new entry appears correctly.

Conclusion

In this tutorial, we have successfully demonstrated how to collect Gravity Forms responses into Stackby using Pabbly Connect. By following the steps outlined, you can automate data collection and streamline your lead management process. This integration not only saves time but also enhances data accuracy, allowing you to focus on growing your business.