Zapier can be configured to send data to a Google sheet. Once you've completed setup with our main Zapier integration guide, continue on with this guide to get setup with Google Sheets.
Step 1: Format your Google Sheet
To avoid issues down the line, Zapier needs a properly formatted Google Sheet. Take a look at Zapier’s docs to find a more in-depth explanation of setting up your google sheet, but there are a couple of simple things to keep in mind for a quick setup:
The first row must have all column headers filled out with names that you’ll see in your Zap
It is a good idea to freeze this top row, and to not leave any column header cells blank
Do not try to make headers for new columns anywhere but the first row of the sheet
Make sure you only have one set of column headers (i.e. one list) per worksheet
If manually adding data to a sheet, do not leave any empty rows
The integration allows Zapier to create new rows in a spreadsheet, but it will start with the top-most empty row. If the order that data comes in is a priority, this could be a problem
Column headers are created in the first row, and the first row is frozen
Step 2: Select Posting Frequency
In Formsort, navigate to the Integrations tab (covered in Step 3 of the main Zapier guide) of your flow and then to the Webhooks option. For the purposes of this integration guide, the Webhookposting frequency you’re going to want to choose is on finalize.** **
If you receive a message that hooks.zapier.com cannot be added as a Webhook, be sure to add the 'hooks.zapier.com' domain in Account --> Security --> Allowed Webhook destinations --> + ADD ANOTHER DOMAIN.
In this guide, **on finalize, while not required, **is chosen over at every step, or at savepoint because we are going to only create new rows. If Formsort sends data at every step (meaning every time a user fills out one question), Zapier will create a new row only for that one bit of data. What we want here is for all the data to come at once, so that it populates only one row. This is something that can be configured at your discretion, however.
Step 3: Choose an Action
At this point, you will add Google Sheets as the target in order to receive the data being sent from Formsort. Head back to Zapier and choose an Action.
Choose the Google Sheets option
When choosing an Action Event, there are a decent amount of options to choose from, including creating a worksheet, creating rows inside a worksheet, or looking up rows. For more information on all the different functionalities Zapier offers for their Google Sheets integration, you can refer to their integration documentation, under the section Supported triggers and actions. For the purposes of this guide, we’ll continue on with Create Spreadsheet Row.
Step 4: Configure your set up action
Once your action event is chosen, you will need to connect the Google Sheet that Formsort will be sending the data to, via Zapier. First, you have to connect your Google account.
Choose the Google account you wish to use
Now that Zapier can see your Google account:
Choose the Drive your Google Sheet resides in
Choose the spreadsheet you wish to use
Choose the desired worksheet in your Google Sheet (if there are multiple worksheets)
Finally, Zapier will list out the fields (based on column headers you’ve created in your Google Sheet) that Formsort will populate with your form submission data. Choose the Answer Variable that corresponds to the field you are filling in. Formsort will send the form submission data from your flow, and Zapier will organize it and fill out the new row it’s creating.
Make sure the answers your are choosing correspond with the field they are populating
Step 5: Test It!
Send a test to your Google sheet using dummy data from Zapier. This will ensure the answer variables from Step 4 were configured correctly. If the test looks good on your Google sheet, turn on your Zap!
The auto-generated JSON payload sent by Zapier will not look the same as the data that will come in from your flow. The purpose of the test is just to ensure the appropriate fields are being populated based on your configuration in Step 4. Further testing with an actual payload may be required, covered below.
Now go back to your flow, deploy it, and complete another test run. If you’ve set your posting frequency to on finalize, you should see the data land in your Google sheet, in the order you’ve specified. If everything looks good, turn on your Zap, and you're all set!
Test from Zapier in row 2, test from flow in row 3
You are able to format the cells in your Google Sheet to your specifications.