How to Integrate Gravity Forms with Google Sheets

Learn how to integrate Gravity Forms with Google Sheets using Pabbly Connect in this detailed tutorial. Automate your lead data management effortlessly! 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 integrate Gravity Forms with Google Sheets, start by accessing Pabbly Connect. Visit the Pabbly Connect website and either sign in or create a free account. This platform is essential for automating your workflows.

Once logged in, you can explore the dashboard where you will find options to create workflows. Pabbly Connect simplifies the process of connecting different applications, making it easy for you to manage your leads data efficiently.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. This is where you will set up the automation between Gravity Forms and Google Sheets.

• Select the new beta method for a modern workflow.
• Name your workflow (e.g., ‘Integrate Gravity Forms with Google Sheets’).
• Choose a folder for better organization.

Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button to proceed. This will set the stage for the integration process using Pabbly Connect.

3. Setting Up the Trigger for Gravity Forms

The first step in your workflow is to set up a trigger. Choose Gravity Forms as your trigger application. Select the event that will initiate the automation, which is ‘New Response’ for form submissions.

Click on the ‘Connect’ button to generate a webhook URL. This URL is crucial as it will link Gravity Forms to Pabbly Connect. Copy this URL and navigate to your Gravity Forms settings to add the webhook.

4. Configuring Gravity Forms to Use Webhook

In your Gravity Forms settings, locate the Webhooks section and click ‘Add New’. Here, you will input the information for your webhook.

• Name the webhook (e.g., ‘New Form Entry’).
• Paste the webhook URL from Pabbly Connect.
• Set the request method to POST and format as JSON.

After saving these settings, you can test the connection by submitting a new form entry. This will ensure that Gravity Forms is properly connected to Pabbly Connect.

5. Adding Google Sheets as an Action Step

Now that the trigger is set, it’s time to add Google Sheets as an action step. Select Google Sheets from the action application options and choose ‘Add New Row’ as the event. using Pabbly Connect

Click the ‘Connect’ button to establish a connection with your Google account. After granting the necessary permissions, select the spreadsheet and sheet where you want the data to be recorded.

Map the fields from Gravity Forms to the corresponding columns in Google Sheets. This dynamic mapping ensures that every new form submission automatically updates the sheet with the correct information. Finally, test the action to confirm that the integration is working smoothly.

Conclusion

Integrating Gravity Forms with Google Sheets using Pabbly Connect streamlines your lead management process. By automating data entry, you save time and reduce errors, ensuring that your leads are recorded systematically. This powerful workflow enhances your business efficiency and data accuracy.