In an article Sending Submitted Forms and Creating a Connection From Avoori to Zapier, we discussed Zapier and how we can connect your Avoori website form submissions with Zapier using webhooks.
In this guide, we are going to discuss how we can automate the processes of sending the submitted forms on your Avoori website to Google Sheets using the Zapier integration. So that whenever anyone submits a form inquiry, it would instantly populate the details in the Google Sheets / Excel sheet.
Using this method, you will not need to check emails and all the information will be gathered in a single excel sheet filled with form inquiries. We can even create different sheets or tabs for different forms.
Single Sheet for Multiple Websites
There is an option to use a single webhook on multiple websites, in order to send the submitted forms information to a single or multiple Google Sheet documents. For example, you might want complains to fill in a different excel sheet and partnership requests in a different sheet. That’s possible and a lot more!
Let’s Get Started and Learn Step by Step About Process
It lets you add an action to a trigger. As shown in the picture, you can either click over “Action/Search” in the left sidebar or otherwise over the main page where it says to check the following.
You will be brought to the following “Choosing an App” screen. Type “Google Sheets” in the input box, click over the auto-suggestion namely Google Sheets with its icon at the left side.
You can choose to either choose to create a worksheet, create a spreadsheet row; update spreadsheet row or lookup spreadsheet row. In our case, we want to add the form entries to the excel sheet. So we will be choosing to Create Spreadsheet Row.
Since we can create multiple actions, we can actually choose to look up in an excel sheet, update and create new records all at the same time. So we should know there could be multiple actions for the same trigger.
Since Google Sheets is a Google service, we need to authenticate Zapier to use our Google account. It is needed to access a specific Google Sheet or for creating a new record, worksheet or anything that has to deal with Google Sheets.
You can click over “Connect an Account”, enter your account login credentials and you’ll see the following screen upon successful authentication.
You can even Test the connection by clicking over Test button and the button would turn green with “Success” text if there exists a successful connection.
To connect your website Forms to Google Sheets, we will need to tell Zapier which Google Sheets to use. We can either create a new spreadsheet via an action. However, for this purpose, we will go to Google Sheets and create a sample spreadsheet namely Zapier Test Access.
You will have to select the relevant Spreadsheet from the dropdown menu. These spreadsheets are being fetched from your Google Sheets account in real-time.
Secondly, you need to select the worksheet to which you want to add records.
In the following example, if you add an empty worksheet with no headers. It will show you the following warning.
Just so you get no errors when starting out, here is how your excel sheet should look for a basic form. Names, Email & Message are the headers. You can choose to manually type in your form headers.
So after choosing the Spreadsheet, in this case, it’s “Zapier Test Access” and the worksheet is set to “Form Entries”. If you notice we renamed the worksheet above as well.
Here are the form headers for the excel sheet that are automatically populated upon selecting the worksheet. If you make any changes to the headers, just click over Refresh Fields and the new headers will display instantly.
You need to choose the “Value” for each as follows:
That’s it, we are almost done. Click over “Send Test to Google Sheets”
So before you can actually test the service, you need to name your Zap service for identification purpose only. And click over the Off button to turn it on.
You will see this screen if you’ve done everything correctly.
That’s it! Now, whenever anyone submits a message from a form. All the responses will be instantly updated in Google Sheets.
Here’s an example of the message submission:
Here we go, the same results are instantly updated in our Google Sheets!