How to connect automations with Google Sheets

Connect Typeform with Google Sheets using automations to send data from Typeform to a spreadsheet. Whether you want to track respondents’ answers from form submissions, or keep a record of contact activity, such as when a new contact is created or updated, this integration helps you keep your data organized in a Google Sheet.

In this article, you’ll learn how to set up an automation that sends contact data to Google Sheets whenever a new contact is created. If you want to set up an automation to send form responses to Google Sheets, you’ll need to create your form and skip to the Create an automation and connect to Google Sheets section of this article.

 

Note! This integration only adds new rows to Google Sheets. It doesn’t update existing rows. If the same person submits your form again, their new submission will be added as another row in the sheet, even if they use the same email address.

 

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Note! If you’ve already set up a Google Sheets automation and then import a lot of contacts (1,000+) from a CSV file into Contacts, it may take several hours for all records to appear in your connected Google Sheet.”

Need help troubleshooting the Google Sheets integration? Take a look at our Google Sheets integration: Troubleshooting and FAQ article.

What you’ll need:

Create contacts and map form responses to contact properties

You’ll first need to set up your contacts database with contact properties to store and organize information about your contacts. The data stored in your contact properties can be sent to Google Sheets. Standard contact properties you can use consist of:

  • Email - required to create a contact
  • Subscription status 
  • Name
  • Job Title
  • Company name
  • And more

Additionally, you can create custom properties to store the information you need from your contacts.

Next, you’ll need to add contacts to your contacts database to create contact profiles. You can add contacts in several ways:

  • From form responses
  • Importing them from a CSV
  • Create them individually

You’ll need to map form responses to your contact properties if you want to add contacts from form responses. This means that when someone answers your form, their answers will update the relevant contact properties in their contact profile. You’ll need to map an email question from your form to the email contact property for a contact profile to be created.

When you’re done mapping your form questions to contact properties and you're ready to share your form, make sure its live by clicking the Share/Publish edits button. 

Create an automation and connect to Google Sheets

When creating an automation you can set the trigger to be from a form submission or from contact activity or update. You can then set the action in the automation to send contact data or form responses to Google Sheets.

1. From your workspace, click Automations.

2. Click + Create automation.

3. Select what will trigger this automation: Form submissions or Contact activity or updates. We’ll select Contact activity or updates.

4. Give your automation a name by clicking the default name in the top left corner.

5. Select what will trigger this automation from the dropdown list. We’ll select Contact is created.

6. Optionally, add a contact list and contact property filter if you want to filter this automation for a specific group of contacts.

7. Click the + icon in the middle to add an action.

Then select Send to integration.

8. Click the Google Sheets icon.

9. If you’ve already connected a Google Sheets account to your Typeform account, click the dropdown under Choose an account to select which account you want to use for this automation.

If you haven’t connected a Google Sheets account yet, click Add a new account and follow the prompts to log into your Google account.

If you’ve already connected a Google account, you may be prompted to re-authenticate if it has been more than 1 hour since you last signed in.

10. Select if you’d like to create a new sheet or use an existing sheet to send your contact data or form responses to.

11. If you want to create a new sheet, enter the name you want to use for your new spreadsheet in the field.

12. If you want to use an existing spreadsheet, paste your Google Sheets URL in the field.
To retrieve your Google Sheets URL, open your Google Sheet and click the Share button. Then click Copy link and paste it in the Google Sheets URL field back in Typeform.

Google Sheets doesn’t allow multiple tabs with the same name. If your existing spreadsheet contains duplicate tab names, this may cause an error. Make sure all tab names in your spreadsheet are unique.

13. Click Finish when you’re done.

14. Click Activate to turn this automation on.

Now when a respondent becomes a contact in Typeform or when someone submits your form, you’ll see their contact data or form responses in your Google Sheet.

If your automation is triggered by contact activity or updates, the spreadsheet will include a column for each contact property in your contacts database. Any contact properties that are not mapped to form questions will still appear as columns and their cells will be blank. A new tab titled Contact will be created in the spreadsheet for your contact data.

If your automation is triggered by form submissions, the spreadsheet will include a column for each of your form’s questions. A new tab will be created in the spreadsheet with the same title as your form.

Add a time delay or another action

With automations, you can add a time delay to actions and add additional actions. For example, when a contact is created, you can send contact data to Google Sheets, then in 1 day send an email to the contact and also send a Slack message to your team.

To add a time delay, click the + button and select Time delay.

In the right side menu, select the time delay for when you want the automation to continue. In the dropdown you can select to delay by Minutes, Hours, or Days.

Then click the + button to select what action you want to occur. You can send an email, send a webhook, or send to another integration.

Delete or edit Google Sheets automation

To delete the Google Sheets action, click on the 3 dots of the action, then select Delete action.

To edit the integration, you’ll need to delete the Google Sheets action and re-add the action to Google Sheets.

More ways to create automations

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