Watch Step By Step Video Tutorial Below





1. Testing the Integration with Pabbly Connect

To begin using Pabbly Connect, we first need to test the integration between our website form and Google Sheets. This ensures that the automation is set up correctly. Start by filling out the website form with dummy details, such as a name, email address, and phone number.

After submitting the form, check your Google Sheets to confirm that the details have been added successfully. This initial test is crucial to verify that Pabbly Connect is functioning as intended.

2. Creating a Workflow in Pabbly Connect

Next, log into your Pabbly Connect account to create a new workflow. On the workflow page, select the option to add a trigger. The trigger is the event that starts the automation process. In this case, choose your website form as the trigger application.

For the trigger event, select “Catch Webhook”. Click on the connect button to generate a webhook URL. This URL will be used to link your website form to Pabbly Connect. Copy this URL and add it to your form’s code.

3. Setting Up the Webhook in Your Form

To integrate your website form with Pabbly Connect, you need to insert the copied webhook URL into your form’s code. Open the code in a text editor, find the section labeled “fetch”, and replace the existing URL with the new webhook URL.

After saving the changes, return to your Pabbly Connect workflow. You will see a message indicating that it is waiting for a webhook response. Perform a test submission on your website form to capture this response.

  • Open the form code in a text editor.
  • Replace the existing URL with your webhook URL from Pabbly Connect.
  • Save the changes and test the form submission.

Once the test submission is done, check Pabbly Connect for the captured response to ensure the connection is working properly.

4. Adding Google Sheets as an Action Step

After successfully capturing the webhook response, the next step is to add Google Sheets as an action application in your Pabbly Connect workflow. Click on “Add New Action Step” and search for Google Sheets.

Select the action event “Add New Row” and click connect. If you don’t have an existing connection, choose to create a new one by signing in with your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

5. Mapping Data to Google Sheets

Now that Google Sheets is connected, you need to select the spreadsheet where you want to store the form submissions. The fields from your spreadsheet will appear, allowing you to map the data from your form submission to the respective columns.

Instead of manually entering the data, use the mapping feature to ensure that each new response is dynamically captured. For each field, select the corresponding data from the webhook response. This ensures that the information is updated automatically every time a new lead is submitted.

  • Select the spreadsheet from the dropdown menu.
  • Map each field to the corresponding data from the webhook response.
  • Save and send a test request to verify the setup.

Finally, check your Google Sheets to confirm that the details have been added successfully. This process illustrates how Pabbly Connect automates the transfer of data from your website form to Google Sheets, streamlining your lead tracking process.

Conclusion

In summary, using Pabbly Connect allows you to automate the integration of your website form submissions with Google Sheets seamlessly. This setup not only saves time but also ensures accurate lead tracking without manual effort. By following the steps outlined in this tutorial, you can efficiently manage your form submissions and enhance your workflow.