Streamline Your Workflow: Connecting Cognito Forms to Google Sheets with Zapier

Published on Feb 28th, 2024

Integrating Cognito Forms with Google Sheets via Zapier can significantly streamline data collection and management for any business. In this step-by-step guide, we'll demonstrate how to set up this connection, so you can automatically send form submissions to a spreadsheet, where the data can be further analyzed and shared.

Step 1: Create a Zapier Account

If you don't already have a Zapier account, go to https://zapier.com and sign up. It is quick and free for basic features, which are sufficient for connecting Cognito Forms and Google Sheets.

Step 2: Make a Zap

Click on 'Make a Zap' button in your Zapier dashboard. Zaps are automated workflows that connect your apps and services together.

Step 3: Set Up Trigger

Choose a Trigger App: Search for and select 'Cognito Forms'.

Choose Trigger Event: Pick 'New Entry' to trigger the Zap whenever a new form submission is received.

Connect Cognito Forms Account: Log in to authenticate your Cognito Forms account.

Set Up Trigger: Choose the form you want to connect to Google Sheets.

Step 4: Set Up Action

Choose an Action App: Search for and select 'Google Sheets'.

Choose Action Event: Pick 'Create Spreadsheet Row' to add new rows to a Google Sheet for each form submission.

Connect Google Sheets Account: Log in to authorize access to your Google account.

Set Up Action: Specify the spreadsheet and worksheet where you'd like to add the data.

Step 5: Match Form Fields to Spreadsheet Columns

Map the fields from your Cognito Form to the corresponding columns in your Google Sheet. This tells Zapier where to place the data in the spreadsheet.

Step 6: Test and Activate

Once you have everything set up, test the Zap to ensure it’s working correctly. If everything is as it should be, activate the Zap, and you’re done!

With this setup, you will now have an automated process that ensures all your Cognito Forms data is sent to your Google Sheets in real time, allowing for effective data management and analysis. No more manual data entry, saving you time and reducing the chance for errors.