Learn how to integrate Gravity Forms with Airtable automatically using Pabbly Connect. Follow this step-by-step tutorial to streamline your data collection. 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 Gravity Forms with Airtable, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in or signing up for a free account. Signing up gives you 100 free tasks per month, allowing you to practice creating workflows.
Once you are logged into Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. This will allow you to set up the automation between Gravity Forms and Airtable.
2. Setting Up the Workflow in Pabbly Connect
After creating a new workflow in Pabbly Connect, you will need to set a trigger. Choose ‘Gravity Forms’ as the application and select the trigger event as ‘New Response’. This means that the workflow will initiate when a new form submission is made in Gravity Forms.
- Select ‘Gravity Forms’ from the app list.
- Choose ‘New Response’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Next, you need to integrate this webhook URL into your Gravity Forms settings. This requires the Gravity Forms Webhooks add-on, which must be activated in your WordPress dashboard. Once activated, navigate to the form settings and add a new webhook with the copied URL to connect it to Pabbly Connect.
3. Creating the Airtable Connection
After setting up the trigger in Pabbly Connect, the next step is to set up the action to send data to Airtable. Choose ‘Airtable’ as the application and select the action event as ‘Create Record’. This action will automatically create a new record in your Airtable database with the data received from Gravity Forms.
To establish this connection, you will need your Airtable API key. You can find this in your Airtable account settings. Copy the API key and paste it into Pabbly Connect when prompted to authorize the connection.
- Select ‘Airtable’ from the app list.
- Choose ‘Create Record’ as the action event.
- Paste the Airtable API key into the required field.
Once the connection is established, specify the base and table where the data will be stored. This setup ensures that every new form submission is captured and stored in Airtable automatically through Pabbly Connect.
4. Mapping Data Between Gravity Forms and Airtable
With the connection established, the next step is to map the data fields from Gravity Forms to Airtable. In Pabbly Connect, you will see the fields from your Gravity Forms submission on one side and the corresponding fields in Airtable on the other.
To map the data, simply click on each field in Airtable and select the corresponding data from the Gravity Forms submission. This step is crucial as it ensures that the correct data is sent to the right fields in Airtable. For example, map the name field from Gravity Forms to the name field in Airtable.
Map the ‘Full Name’ field from Gravity Forms to the ‘Name’ field in Airtable. Map the ‘Email’ field to the corresponding field in Airtable. Map the ‘Mobile Number’ field appropriately.
Once all fields are mapped, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send a test record to Airtable, allowing you to verify that the integration works correctly. Upon successful testing, you should see the new record appear in your Airtable database.
5. Testing the Integration and Finalizing
After mapping the data, it is essential to test the integration to ensure everything is functioning correctly. Fill out the Gravity Forms submission with test data and submit the form. This action will trigger the workflow in Pabbly Connect and send the data to Airtable.
Once submitted, check your Airtable database to see if the new record has been created. If the data appears correctly, your integration is successful. However, keep in mind that Airtable may take a few moments to display the new entry due to its processing time.
If the test is successful, you can finalize your workflow in Pabbly Connect. You now have a fully automated system that allows you to store data from Gravity Forms directly into Airtable, streamlining your data management process.
Conclusion
This tutorial has guided you through the steps of integrating Gravity Forms with Airtable using Pabbly Connect. By following these steps, you can automate your data storage process and enhance your workflow efficiency. Enjoy seamless data management with Pabbly Connect!
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