How to Search & Update Data in Google Sheets using Pabbly Connect

Learn how to automate searching and updating data in Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration with Google Sheets and more. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect and Google Sheets Automation

In this tutorial, we will explore how to search and update data in Google Sheets using Pabbly Connect. This automation allows you to streamline your workflow by updating lead statuses automatically based on form submissions.

The integration leverages Pabbly Connect to connect Google Sheets with your form builder. By doing this, you can ensure that updates are made in real-time, enhancing your data management efficiency.

2. Setting Up Your Pabbly Connect Workflow

To start, access your Pabbly Connect dashboard and create a new workflow. Name it appropriately, such as ‘Google Sheets Search and Update Data’. This title will help you identify the workflow later.

Next, select the folder where you wish to save this automation. Click on the ‘Create’ button to proceed. You will see two windows: one for the trigger and another for the action.

• Click on the trigger application and select your form builder.
• Choose the trigger event as ‘New Form Submission’.
• Copy the provided webhook URL to connect your form with Pabbly Connect.

Once your form is connected, Pabbly Connect will be ready to capture the responses from new submissions.

3. Connecting Your Form to Pabbly Connect

After setting up the trigger, navigate to your form builder and go to the integrations section. Here, paste the webhook URL you copied earlier and save it. This step ensures that your form submissions are sent directly to Pabbly Connect.

Now, test your form by submitting a dummy entry. After submission, return to your Pabbly Connect workflow, where you should see the captured response. This response includes all the details you entered in the form.

• Check that the lead ID and status are accurately reflected in the response.
• Ensure the data corresponds to your Google Sheets entries.

With this, you have successfully set up the connection between your form and Pabbly Connect for automated data updates.

4. Searching for Data in Google Sheets

Next, we will use Pabbly Connect to search for the corresponding lead in Google Sheets. For this, add an action step and select ‘Google Sheets’ as the application.

Choose the action event ‘Lookup Spreadsheet Row’. Connect your Google Sheets account if you haven’t done so already. Once connected, select the spreadsheet and sheet where your lead data is stored.

Set the lookup value to the lead ID obtained from the form submission. Specify the column that contains the lead IDs. Define the end column to retrieve data up to.

After configuring these settings, save and send a test request. If successful, Pabbly Connect will return the row data corresponding to the lead ID.

5. Updating Data in Google Sheets

Finally, we will update the lead status in Google Sheets using Pabbly Connect. Add another action step and choose ‘Google Sheets’ again. This time, select the action event ‘Update Row’.

Map the row index from the previous step to identify which row to update. Specify the fields you wish to update, focusing on the status field. Use the lead status from the form submission to ensure the data is current.

Select the existing connection for Google Sheets. Map the status field to the new value obtained from the form submission.

After saving and testing this step, check your Google Sheets to confirm that the lead status has been updated successfully. This demonstrates how Pabbly Connect effectively automates the process of searching and updating data in Google Sheets.

Conclusion

In this tutorial, we have explored how to search and update data in Google Sheets using Pabbly Connect. By automating the process of updating lead statuses based on form submissions, you can enhance your workflow efficiency and data management.

Utilizing Pabbly Connect allows you to integrate various applications seamlessly, enabling you to automate repetitive tasks and focus on more critical aspects of your business.