Integrate Cognito Forms Submissions into Google Sheets Using Pabbly Connect

Learn how to automate the integration of Cognito Forms submissions into Google Sheets using Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding Cognito Forms submissions into Google Sheets, you will first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and explore the platform with 100 tasks every month.

Once logged in, you will see a dashboard showcasing various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect, which is the central platform for integrating your applications. This will allow you to create workflows that connect Cognito Forms with Google Sheets seamlessly.

2. Creating a Workflow in Pabbly Connect

To begin the integration, click on the blue button labeled ‘Create Workflow’ within Pabbly Connect. You will be prompted to name your workflow and select a folder for it. Name the workflow as ‘How to Add Cognito Form Submission in Google Sheets’. After naming, click on ‘Create’ to proceed.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder for your workflow

After creating the workflow, you will enter the workflow window where you can set up triggers and actions. For this integration, select ‘Cognito Forms’ as your trigger application and ‘Google Sheets’ as the action application. This setup will allow you to automate data entry into Google Sheets whenever a new submission is made in Cognito Forms.

3. Setting Up the Trigger with Cognito Forms

Within your workflow, you need to configure the trigger event. Choose ‘New Entry’ as the trigger event for Cognito Forms. This means that every time a new entry is submitted, the workflow will be triggered. Pabbly Connect will provide you with a Webhook URL that you need to copy.

Next, log into your Cognito Forms account and navigate to the settings of the form you want to connect. Enable the option to ‘Post JSON data to a website’ and paste the Webhook URL into the submit entry endpoint. After saving these settings, you will have successfully linked your Cognito Forms with Pabbly Connect.

4. Testing the Trigger and Capturing Data

Now that you have set up the trigger, it’s time to test it. Go back to your form and submit a test entry. For example, fill in the details such as first name, last name, email, and any other required fields. After submission, check back in Pabbly Connect to see if the response has been captured.

• Open your Cognito form in a new tab
• Submit a test entry with sample data
• Verify that the entry is captured in Pabbly Connect

If the submission is successful, you will see the details reflected in your Pabbly Connect workflow, confirming that the trigger is functioning correctly. This step is crucial for ensuring that the integration works as intended before moving on to the action setup.

5. Adding Google Sheets as the Action Application

With the trigger successfully set up, the next step is to configure Google Sheets as the action application. In Pabbly Connect, search for Google Sheets and select it. For the action event, choose ‘Add New Row’. This will allow you to automatically add the details of each submission as a new row in your Google Sheets document.

When prompted, connect your Google Sheets account by clicking on ‘Sign in with Google’. Authorize Pabbly Connect to access your Google Sheets. After connecting, select the specific spreadsheet where you want to add the submissions. For example, you can choose the spreadsheet named ‘Lead Details’ and select the appropriate sheet within it.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms submissions into Google Sheets using Pabbly Connect. By following the steps outlined, you can automate data entry and streamline your workflow, reducing manual efforts significantly. With Pabbly Connect, managing submissions becomes effortless and efficient.