How to Integrate Gravity Forms (WordPress) -Google Sheets bundle using Zapier?
Zapier makes it simple to combine Gravity Forms with Google Sheets for flawless data synchronization. You can automate, save time, and change your process with the aid of this tutorial.
Synchronizing registration information from Gravity Forms (WordPress) with Google Sheets
How the integration works:
- The user fills out and submits a registration form on a WordPress website;
- The Zapier webhook synchronizes Gravity Forms data with Google Sheets.
Conditions for Zap execution:
- The following plugins and add-ons must be connected in the WordPress dashboard:
- Gravity Forms
- WP Webhooks
- Zapier for WordPress
- Zapier add-on for Gravity Forms
A Gravity Forms registration form must be created for the user’s website.
After setting up all the necessary fields, the form will look something like this:
- Creating a Zap: On the “Dashboard” tab, select the applications “Webhooks by Zapier” and “Google Sheets” and click the “Make a Zap” button.
Setting up a trigger event in the Zapier application “Webhooks by Zapier”:
- Choose a trigger event.
Select “Catch Hook” from the dropdown list and click “Continue”. The trigger will fire when a new POST, PUT, or GET request is created for the Zapier URL.
- In the next step, there’s no need to choose or enter anything; just click “Continue.”
- In the next window, copy the Zapier webhook URL by clicking the “Copy” button.
- Next, open the WordPress application and set up the webhook. On the toolbar, click Settings – WP Webhooks.
- In the next window that opens, go to the Send Data tab – Gravity Forms section – Form submitted item and click the “Add Webhook URL” button.
- In the window that opens, give the webhook a name and paste the URL copied from Zapier, then click the “Add for gf_submit” button.
- Before testing the connection, fill out and submit the registration form by clicking the “Submit” button.
- Next, test the trigger by clicking the “Test trigger” button.
10.The next step is for the system to find a record in Gravity Forms. Forms – Registration – Entries
and display all the information available in its profile. Click the “Continue” button.
Setting up an action in the “Google Sheets” service:
11. In the next window, specify the action that will be performed when a new user submits the form. For the “Google Sheets” application, select “Create Spreadsheet Row” and click “Continue”.
12. Next, connect your “Google Sheets” account and click “Continue.”
13. Next, set up the connection between the “Webhooks by Zapier” and “Google Sheets” applications. Create a new Google Sheets document and name the columns according to the registration form field names. Additionally, create a “Date” column to get information on when the user registered (the Zap triggered).
14. In Zapier, fill in the data in the proposed fields. In the “Date” field, insert the command {{zap_meta_human_now}}. After filling in all the fields, click the “Continue” button.
15. Test the “Webhooks by Zapier” – “Google Sheets” connection.
16. The row with the data is created in Google Sheets.
17. After a successful test, click the “Publish Zap” button.
18. The Zap is created, configured, and activated.
