Google Sheets Integration: The Best Way to Create Spreadsheets

Google Sheets Integration: Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Google Sheets Integration Tutorial

Authorization of Google Sheets Integration

To set up the Google Sheets integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Google Sheets  from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Generate Google Sheets Client ID and Client Secret

To get your Google Sheets Client ID and Client Secret, follow these steps:

1. Create a Project:

• Visit the Google API Console and initiate a new project.
• Assign a suitable name to your project and click “Create.”
• Now select your project.

2. Enable APIs:

• Now, go to “APIs & Services.”
• Search and enable both the Google Drive API and the Google Sheets API.

3. Configure Consent Screen:

• After enabling the API, go to the “OAuth Consent Screen.”
• Choose “External” as the user type and click “Create.”
• Provide details for your app, including a name, support email, and developer contact information.
• Give all the scopes of “Google Drive API” and “Google Sheets API“.
• Progress through the consent screen setup by clicking “Save and Continue” until you reach the dashboard.
• Publish your app and confirm the action.

4. Generate Client ID and Client Secret:

• Now, go to the “Credentials” section and click “Create credentials” followed by “OAuth Client ID.”
• Select “Web Application” as the Application type and assign a name.
• Under “Authorized JavaScript origins,” add your “Homepage URL“.
• Under “Authorized redirect URIs,” add the “Authorized redirect URIs” from the integration page.
• Click “Create.”

5. Obtain and Utilize Credentials:

• Your Client ID and Client Secret will now be displayed.
• Copy these credentials and paste them into the appropriate fields on the integration page.

Once you have successfully entered your Google Sheets Client ID and Client Secret, click “Authorize” to proceed. Then click Next.

Spreadsheets: Select a Spreadsheet from the drop-down option.

Worksheet: Select a Worksheet from the drop-down option.

Header Row: Specify your header row, for instance, A1.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Google Sheets. You have the option to map additional fields by clicking on the Plus (+) icon.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Google Sheets“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.