Learn how to integrate Jotform with Google Sheets using Pabbly Connect to add multiple rows for order items seamlessly. 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 start integrating Jotform with Google Sheets, first, access Pabbly Connect. This platform is essential for automating the process of adding multiple rows for order items in Google Sheets.
Log in to Pabbly Connect at Pabbly.com. If you’re new, click on ‘Sign Up for Free’ to create an account. After logging in, navigate to the dashboard to create a new workflow.
2. Creating a Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click the plus sign to create a new workflow. Name the workflow something descriptive, such as ‘Jotform to Google Sheets Integration’. This naming helps identify the workflow’s purpose easily.
After naming the workflow, you will see two windows: a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, the trigger will be a new response from Jotform.
- Click on the trigger window and select Jotform as the application.
- Choose ‘New Response’ as the trigger event.
After setting the trigger, a webhook URL will be generated. This URL is crucial for linking Jotform with Pabbly Connect.
3. Setting Up Jotform for Integration
Next, navigate to your Jotform account and open the form you want to integrate. In the form settings, go to the Integrations tab, search for Webhooks, and select it.
Paste the webhook URL from Pabbly Connect into the provided field and complete the integration. Once this is done, your Jotform is now connected to Pabbly Connect, allowing it to send data to Google Sheets whenever an order is placed.
- Make sure to save the changes in Jotform.
- Test the integration by submitting a sample order.
Once you’ve submitted a test order, return to Pabbly Connect and check if the response is captured correctly.
4. Integrating Google Sheets with Pabbly Connect
Now that Jotform is connected, it’s time to integrate Google Sheets. In the action window of Pabbly Connect, select Google Sheets as the application and choose the action event as ‘Add Multiple Rows’.
Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets account. After connecting, select the spreadsheet you want to use for storing order details. Make sure this spreadsheet is set up with columns that match the data you will be sending from Jotform.
Map the fields from the Jotform response to the corresponding columns in Google Sheets. Ensure to include all necessary details such as submission ID, customer name, email, product names, quantities, and delivery dates.
After mapping, click on ‘Save and Send Test Request’ to verify if the data is being added correctly to Google Sheets.
5. Testing the Integration Workflow
With everything set up, it’s crucial to test the integration workflow. Go back to your Jotform and submit another test order. Make sure to include multiple items in the order to see how they populate in Google Sheets.
Once the order is submitted, check your Google Sheets. You should see the new order details added as multiple rows, reflecting the items ordered. This confirms that your integration is functioning correctly through Pabbly Connect.
In case of any discrepancies, revisit the mapping settings in Pabbly Connect and ensure all fields are correctly aligned with the Google Sheets columns.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to integrate Jotform with Google Sheets for efficiently managing multiple order items. By following these steps, you can automate the process of adding order details seamlessly into Google Sheets, enhancing your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect not only streamlines your order management but also saves time, allowing you to focus on other essential business tasks.