How to Create Airtable Record on Gravity Forms Submission Using Pabbly Connect

Learn to automate the creation of Airtable records from Gravity Forms submissions using Pabbly Connect in this detailed step-by-step tutorial. 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 Automation

To create an Airtable record on Gravity Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you don’t have one, you can sign up for free and get started with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up your integration between Gravity Forms and Airtable using Pabbly Connect.

2. Setting Up the Workflow in Pabbly Connect

In this step, you will name your workflow and select the appropriate folder for organization. Name it ‘Create Airtable Record on Gravity Forms Submission’ and choose a folder where you want to save the workflow. This will help keep your automations organized within Pabbly Connect.

• Name your workflow appropriately.
• Select a folder for better organization.

Now, set up the trigger by selecting Gravity Forms as the trigger application. Choose the event ‘New Submission’ which will initiate the workflow every time a form is submitted. This is where Pabbly Connect starts to automate the process.

3. Connecting Gravity Forms to Pabbly Connect

Next, you need to connect your Gravity Forms account to Pabbly Connect. To do this, you will use a webhook URL provided by Pabbly. Navigate to your Gravity Forms account, select the form you want to connect, and go to its settings. Here, add a new webhook by pasting the URL from Pabbly Connect.

Ensure you set the request method to POST and the request format to JSON. After saving, you can test the connection by submitting a dummy form entry. This will allow Pabbly Connect to receive the data from Gravity Forms.

4. Creating an Airtable Record from Gravity Forms Submission

Now that you have set the trigger, the next step is to create a record in Airtable using the data received from Gravity Forms. In Pabbly Connect, select Airtable as the action application and choose the ‘Create Record’ event. You will then connect your Airtable account to Pabbly Connect.

• Select the base name where the record will be created.
• Map the fields from Gravity Forms to the corresponding Airtable columns.

Mapping is crucial as it ensures that the data from Gravity Forms is accurately reflected in Airtable. After mapping all necessary fields, you can click on ‘Save and Send Test Request’ to verify the integration. This step showcases how Pabbly Connect effectively bridges the two applications.

5. Testing and Verifying the Integration

Once you have completed the setup, it’s time to test the entire workflow. Submit a new entry through your Gravity Form. This submission should trigger the workflow in Pabbly Connect and create a new record in your Airtable base.

Check your Airtable base to confirm that the record has been created with the correct data. This verification step is essential to ensure that your automation is functioning as intended. If everything is set up correctly, you will see the details from your Gravity Forms submission appear in Airtable seamlessly.

Conclusion

This tutorial has guided you through the process of creating an Airtable record on Gravity Forms submission using Pabbly Connect. By following these steps, you can automate lead collection effortlessly, saving time and reducing manual errors.