How to Match Form Data with Google Sheets Data Using Pabbly Connect

Learn how to seamlessly match form data with Google Sheets using Pabbly Connect, integrating Elementor, WhatsApp, and more in this step-by-step 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. Setting Up Pabbly Connect for Integration

To match form data with Google Sheets data, start by accessing Pabbly Connect. This platform serves as the integration hub for connecting various applications, including Google Sheets and Elementor. Sign up for a free account to get started, and access the Pabbly Connect dashboard.

Once on the dashboard, click on ‘Create Workflow’ to begin setting up your integration. Name your workflow, for instance, ‘Elementor to Google Sheets to WhatsApp’. This name reflects the applications involved and the data flow, making it easier to manage your workflows.

2. Triggering Elementor Form Data in Pabbly Connect

The next step involves selecting Elementor as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Form Submission’. This setup ensures that whenever a user submits a form on your Elementor site, the data is captured by Pabbly Connect.

• Select Elementor from the app list.
• Choose the trigger event as New Form Submission.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Elementor form settings. Under the ‘Actions After Submit’ section, add a new action for Webhook and paste the copied URL. This connection will send all form submission data directly to Pabbly Connect, allowing the subsequent integration steps to occur.

3. Matching Data with Google Sheets

With the form submission data flowing into Pabbly Connect, the next step is to match this data against your existing Google Sheets database. In the action window, select Google Sheets and choose the action event ‘Lookup Spreadsheet Row’. This action will help you find the corresponding user data based on the email address submitted through the form.

To set this up, connect your Google Sheets account and select the spreadsheet containing your user data. Specify the sheet where the data resides, and set the lookup column to the email address column. The lookup value should be mapped to the email address received from the Elementor form submission.

4. Updating Google Sheets Data and Sending WhatsApp Notifications

Once the data is matched, the next step is to compare the form submission data with the data retrieved from Google Sheets. If discrepancies exist, you will update the Google Sheets record and notify the user via WhatsApp. To accomplish this, add a filter action in Pabbly Connect to check if any of the fields (like first name, last name, etc.) do not match.

• Set conditions for each field you want to compare.
• If any field does not match, proceed to update the row in Google Sheets.
• Use WhatsApp Cloud API to send a notification to the user.

In the Google Sheets update step, select the ‘Update Row’ action and map the necessary fields from the Elementor form submission to the corresponding columns in Google Sheets. Finally, configure the WhatsApp Cloud API to send a template message to the user, confirming the update.

5. Conclusion

In this tutorial, we successfully demonstrated how to match form data with Google Sheets data using Pabbly Connect. This integration allows for seamless data management and user notification through WhatsApp, enhancing user experience and operational efficiency.

By following the steps outlined, you can automate your workflows and ensure that your Google Sheets data is always up-to-date with the latest form submissions.