Integrate Cognito Forms with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Google Sheets in real-time using Pabbly Connect. Automate your workflow today! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Cognito Forms with Google Sheets, start by accessing Pabbly Connect. Go to Pabbly.com/connect to reach the Pabbly Connect landing page.

On the right side, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up’ button to create an account. Existing users can simply sign in. Once signed in, you will be directed to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter ‘Add New Cognito Forms Entries to Google Sheets in Real-Time’ and click on ‘Create’.

In this workflow, you will set up a trigger and an action. The trigger application will be Cognito Forms, and the action application will be Google Sheets. Let’s begin by selecting Cognito Forms as the trigger application.

• Select ‘Cognito Forms’ as your trigger application.
• Choose the trigger event as ‘New Entry’.
• Copy the generated webhook URL.

This webhook URL will connect Cognito Forms to Pabbly Connect. Make sure to copy it for later use.

3. Setting Up Cognito Forms

Log into your Cognito Forms account and create a new form if you haven’t already. For this tutorial, we will use a form named ‘New Admission’. Make sure to include fields like first name, last name, phone number, and email address.

Once your form is ready, go to the ‘Submission Settings’. Enable the option to ‘Post JSON data to a website’ and paste the webhook URL you copied from Pabbly Connect. Click on ‘Save’ to apply the changes.

• Enable ‘Post JSON data to a website’.
• Paste the webhook URL in the ‘Submit Entry Endpoint’ field.

After saving your settings, you need to perform a test submission to ensure data is sent to Pabbly Connect.

4. Connecting Google Sheets to Pabbly Connect

Now, return to Pabbly Connect and add Google Sheets as your action application. Select the action event as ‘Add New Row’. Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect.

You will be prompted to choose your Google account and authorize access. Once authorized, select the spreadsheet and sheet where you want to add the new entries. Map the fields from your Cognito Forms submission to the columns in Google Sheets.

Select the spreadsheet name where data will be stored. Map the form fields to the corresponding Google Sheets columns.

Make sure all fields are correctly mapped to ensure the data flows smoothly from Cognito Forms to Google Sheets.

5. Testing the Integration

After mapping the fields, save the workflow and perform a test submission in Cognito Forms. Fill out the form and submit it. Check your Google Sheets to confirm that the new entry appears.

For example, if you enter the name ‘John Doe’ and other details, you should see these entries reflected in your Google Sheets immediately. This confirms that the integration between Cognito Forms and Google Sheets using Pabbly Connect is working successfully.

Submit a test entry in Cognito Forms. Check Google Sheets for the new entry.

With this, you have successfully automated the data entry process between Cognito Forms and Google Sheets using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with Google Sheets using Pabbly Connect. This integration allows for real-time updates, making data management more efficient. By following the steps outlined, you can automate your workflows and save time on manual data entry.