Integrate Gravity Forms with Google Sheets Using Zapier: A Step-by-Step Guide

In today’s digital world, the integration of various applications can streamline processes and increase productivity. If you’re using Gravity Forms for your form-building needs on WordPress and want to manage submissions more efficiently by storing them in Google Sheets, Zapier provides the glue to seamlessly connect these two services.

Step 1: Create Your Gravity Form
Before you begin the integration, make sure you have your form ready in Gravity Forms on your WordPress site. Design the form according to your needs, ensuring all the necessary fields are included to collect the data you want to transfer to Google Sheets.

Step 2: Set up Google Sheets
Prepare the Google Sheet where you want to store your form submissions. Create a new sheet and name it appropriately. Name each column in the first row to correspond with the fields from your Gravity Form.

Step 3: Create a Zapier Account
If you don’t have a Zapier account, head over to zapier.com and sign up. Zapier offers different plans, including a free tier, which might be sufficient depending on your volume of form submissions.

Step 4: Create the Zap
Once logged in to Zapier, click the ‘Make a Zap’ button. A 'Zap' is an automated workflow that connects your apps and services together. Start by naming your Zap for easy identification.

Step 5: Choose Gravity Forms as Your Trigger App
Search for and select ‘Gravity Forms’ as the trigger app. To connect Gravity Forms to Zapier, you’ll need the Gravity Forms Zapier add-on installed on your WordPress site. Follow the prompts to link your WordPress account to Zapier.

Step 6: Select the Trigger Event
Choose the trigger event, which, in this case, is ‘New Form Submission’. Continue by selecting the Gravity Form you want to use from the dropdown list provided.

Step 7: Choose Google Sheets as Your Action App
Now it’s time to select Google Sheets as the action app where the form data will be sent. Upon selection, you'll be asked to connect your Google account to Zapier.

Step 8: Set up the Action
Choose ‘Create Spreadsheet Row’ as the action event. Then, select the specific Google Sheet and worksheet you prepared earlier. Map each field from your Gravity Form to the corresponding column in your Google Sheet.

Step 9: Test Your Zap
Before you make your Zap live, it’s important to test it to ensure the data flows correctly from Gravity Forms to Google Sheets. Submit a test entry using your Gravity Form and verify if Zapier successfully creates a new row with the submission data in your Google Sheet.

Step 10: Turn On Your Zap
Once testing is successful, turn on your Zap. Now, every new submission from your Gravity Form will automatically be sent to the chosen Google Sheets, saving you time and helping you stay organized.

By following these steps, you'll easily connect Gravity Forms with Google Sheets using Zapier, ensuring a seamless data transfer process.