How to Capture Coaching Form Submissions and Log Them in Google Sheets Using Pabbly Connect

Learn how to seamlessly capture coaching form submissions and log them into Google Sheets using Pabbly Connect. Step-by-step guide included! 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. Setting Up Pabbly Connect for Automation

To capture coaching form submissions and log them into Google Sheets, the first step is to access Pabbly Connect. This powerful automation tool allows users to create seamless connections between various applications without any coding skills.

Begin by visiting the Pabbly Connect landing page. If you are a new user, you can sign up for free and get started with 100 monthly tasks. Existing users can simply sign in to their account to access the dashboard and create a new workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow something relevant like ‘Capture Coaching Form Submissions and Log Them into Google Sheets’. Choose an appropriate folder for your workflow.

• Select a name for your workflow.
• Choose a folder to save your workflow.
• Click ‘Create’ to proceed.

This action opens the workflow window where you will set the trigger and action for your automation. Remember, the trigger indicates when the automation starts, and the action specifies what happens next.

3. Configuring the Trigger Application in Pabbly Connect

In the workflow window, select ‘Elementor’ as your trigger application. For the trigger event, choose ‘New Form Submission’ and click on ‘Connect’. Pabbly Connect will generate a webhook URL that you will use to connect your Elementor form.

Copy the webhook URL and navigate to your Elementor form settings. In the form actions, add a new action for ‘Webhook’ and paste the copied URL. Publish the form to save your changes. This establishes the connection between Elementor and Pabbly Connect.

4. Testing the Webhook Response

To ensure that the connection is working correctly, you need to perform a test submission. Fill out the form with sample data and click the ‘Send’ button. Once the submission is successful, return to your Pabbly Connect dashboard to check if the webhook response has been captured.

• Enter sample data in the form fields.
• Click ‘Send’ to submit the form.
• Check Pabbly Connect for the captured response.

If the response has been successfully captured, you can proceed to the next step of adding the action to log the data into Google Sheets.

5. Logging Data into Google Sheets Using Pabbly Connect

Now, it’s time to add the action that logs the captured data into Google Sheets. In your Pabbly Connect workflow, click on ‘Add New Action Step’ and select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event and click on ‘Connect’.

After connecting to Google Sheets, you will be prompted to select your spreadsheet and the specific sheet where you want the data to be logged. Make sure to map the fields correctly, such as first name, last name, email, and phone number, from the webhook response to the corresponding columns in your Google Sheet.

Once all details are mapped, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will receive a confirmation that the data has been successfully added to your Google Sheet.

Conclusion

In this tutorial, we demonstrated how to effectively capture coaching form submissions and log them into Google Sheets using Pabbly Connect. This powerful automation tool simplifies the integration process, ensuring that your leads are efficiently managed and organized. By following these steps, you can streamline your workflow and enhance your coaching business.