Why Should You Link Your WordPress Forms to Google Sheets?
Streamlining the management and organization of data, especially form submissions on your WordPress website, can be a challenging task. However, by integrating your WordPress forms with Google Sheets, you can simplify your data management process and optimize your workflows. In this article, we will guide you through the step-by-step process of seamlessly connecting any WordPress forms with Google Sheets.
Step 1: Installing and Configuring WPForms
To begin, ensure that you have an active contact form on your WordPress website. We highly recommend using the WPForms plugin, a trusted and user-friendly solution used by millions of websites. With WPForms, you can either choose from a variety of pre-designed templates or customize your forms using their intuitive drag-and-drop builder. If you need assistance in creating a contact form in WordPress, refer to our comprehensive tutorial.
Step 2: Creating a Google Sheets Spreadsheet
Before integrating your WordPress forms with Google Sheets, you need to create a new spreadsheet. Navigate to the Google Sheets website and select “Blank” to create a new spreadsheet. Customize the columns in the spreadsheet to align with your form fields. For example, you can have separate columns for “Name,” “Email,” and “Message.”
Step 3: Installing and Setting Up Uncanny Automator
Next, install and activate the Uncanny Automator plugin, which acts as a connector between WordPress plugins and third-party applications. Uncanny Automator offers seamless integration with popular form solutions such as WPForms, Formidable Forms, and Gravity Forms, among others. While the free version of the plugin is available, we recommend using the Pro version to leverage its Google Sheets integration capabilities.
Step 4: Connecting Uncanny Automator to Google Sheets
Once you’ve activated Uncanny Automator, go to “Automator » Settings” and select the “Google” menu item. Click on “Connect an account” and follow the prompts to authorize your Google account. After successfully connecting, you’ll be redirected to the plugin settings screen in your WordPress admin dashboard.
Step 5: Linking Your WordPress Form to Google Sheets
To connect your WordPress form to the Google Sheet you created earlier, go to “Automator » Add new” and select the “Everyone” option. Assign a name to your recipe and choose “WPForms” as the trigger. Select the option “A form is submitted” to automatically send all form submissions to Google Sheets. Choose your desired form from the dropdown list and click “Save.”
Step 6: Configuring User Data for the Form
Before proceeding further, create a new user role called “Subscriber” on WordPress. This user role will be used to send the form data. Make a note of the user ID for the next step. To add an action, click on “Add action” under the Actions meta box. Choose “Automator” as the integration and select “Call a custom function/method” from the dropdown menu. Click on “Set user data” and select “Existing user.” Set the user data by choosing “ID” from the Unique field dropdown menu and entering the user ID for the new Subscriber. Save the recipe once you’re done.
Step 7: Creating a Row in Google Sheets
Now, click on “Add action” and select “Google Sheets.” From the “Select an action” section, choose “Create a row in a Google Sheet.” Select the spreadsheet you created earlier and choose a Worksheet. Click on “Get columns” to retrieve the list of columns from the spreadsheet. Map the form fields to the spreadsheet columns by matching the “Column” name with the respective “Value” name. Don’t forget to save the recipe.
Step 8: Publishing the Recipe
To finalize the process, publish the recipe by toggling the recipe status to “Live.” From this point onwards, all form entries submitted by visitors to your website will be automatically transferred to your Google Sheets spreadsheet. This seamless integration enhances your data management and streamlines your workflows.
Conclusion
By linking your WordPress forms to Google Sheets, you can revolutionize the way you manage and organize your data. Through the assistance of plugins like WPForms and Uncanny Automator, you can effortlessly integrate any WordPress form with Google Sheets. Additionally, explore other automation possibilities, such as integrating Slack with WordPress or setting up SMS notifications in WooCommerce. For more insightful WordPress tips, tutorials, and updates, make sure to subscribe to our YouTube Channel and follow us on Twitter and Facebook.
