How to Create a Request a Quote Form and Integrate with Google Sheets Using Pabbly Connect

Learn how to create a Request a Quote form using Jotform and integrate it with Google Sheets using Pabbly Connect for seamless data management. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Request a Quote form and add details to Google Sheets, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. If you are an existing user, simply sign in. New users can sign up for free and receive 100 free tasks to start with.

Once logged in, you will land on the dashboard. Here, you will see an option to create a workflow. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where Pabbly Connect allows you to automate processes between Jotform and Google Sheets seamlessly.

2. Setting Up the Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Name it something relevant, such as ‘Request a Quote Form to Google Sheets’. This workflow will consist of two main components: a trigger and an action. The trigger will be Jotform, and the action will be Google Sheets.

• Select Jotform as the trigger application.
• Choose the event as ‘New Response’.
• Copy the provided webhook URL for integration.

Now, head to your Jotform account and open the form you created for the quote requests. In the settings, navigate to Integrations and select Webhooks. Paste the copied URL into the designated field and complete the integration. This step is crucial as it connects Jotform to Pabbly Connect, allowing for data transfer.

3. Testing the Integration with Jotform

To ensure that the integration is working correctly, you need to perform a test submission on your Jotform. Click on the preview form and fill in the required fields such as name, phone number, address, email, and the type of request. After filling out the form, click on submit.

Once submitted, return to Pabbly Connect to check if the API response has been received. You should see the details you just submitted, confirming that the connection is established. This step validates that Jotform is successfully sending data to Pabbly Connect.

4. Adding Details to Google Sheets

Now that you have confirmed the data is being sent from Jotform, it’s time to set Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’. This will allow the data from Jotform to be added directly into your Google Sheets.

• Connect your Google Sheets account by signing in.
• Select the spreadsheet and sheet where you want the data to be added.
• Map the fields from Jotform to the corresponding columns in Google Sheets.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, the data will appear in your selected Google Sheet, indicating that the integration is complete and functioning correctly via Pabbly Connect.

5. Finalizing the Automation Process

To finalize the automation process, you can perform additional test submissions to ensure that all data is correctly recorded in Google Sheets. Each time a new response is submitted through Jotform, it should automatically populate in your Google Sheet.

This setup not only streamlines your workflow but also saves time by eliminating manual data entry. With Pabbly Connect, you can easily manage multiple integrations, allowing you to automate various tasks across different applications.

Conclusion

In this tutorial, we explored how to create a Request a Quote form using Jotform and integrate it with Google Sheets using Pabbly Connect. This automation helps streamline data management and enhances productivity. By following the outlined steps, you can set up similar integrations for your business needs.