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Google Sheets Visit Google Sheets Connect your Orbit AI forms to Google Sheets and automatically add form submissions as new rows in your spreadsheets. Perfect for creating databases, tracking responses, and sharing data with your team. Use the Integration Page for simple 1:1 form syncing, or Workflows for advanced routing and data processing.

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Key Features

Real-Time Sync

Submissions automatically added as new rows

Field Mapping

Map form fields to any spreadsheet column

Multiple Sheets

Choose any spreadsheet and tab from your Drive

Workflow Integration

Combine with AI workflows and enrichment

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Before You Begin

Before setting up the Google Sheets integration, make sure you have:
  • A Google account with access to Google Sheets
  • A spreadsheet created with column headers in the first row
  • An Orbit AI account with at least one form

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Choose Your Integration Method

Google Sheets can be connected in two ways. Choose based on your needs:

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Integration Page vs. Workflows: Which Should You Use?

Integration Page — Use the Integration page when you want to send all form submissions directly to a spreadsheet without any filtering.
  • Simple 1:1 form-to-spreadsheet mapping
  • No need for lead qualification first
  • Fastest setup for basic syncing
Workflows — Use Workflows when you need filtering, enrichment, or AI processing before sending to your spreadsheet.
  • Filter by lead score or qualification
  • Enrich leads before syncing (Clay, etc.)
  • Use AI SDR to score leads first
  • Route to different sheets by lead type

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Integration Page Setup

The simplest way to connect Google Sheets. Follow these steps to sync all form submissions directly to your spreadsheet.

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Step 1: Prepare Your Spreadsheet

1

Create or open a spreadsheet

Go to Google Sheets and create a new spreadsheet or open an existing one.
2

Add column headers in row 1

Add column names in the first row that match the data you want to collect (e.g., Name, Email, Phone, Message).
3

Note the sheet name

Check the tab name at the bottom of the spreadsheet. The default is “Sheet1” but you can rename it.
Important: Column headers are required in row 1. The integration uses these headers to map form fields to columns.

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Step 2: Connect Your Google Account

1

Go to Integrations in Orbit AI

From your dashboard, click “Integrations” in the left sidebar.
2

Find Google Sheets

Scroll down or search for “Google Sheets” in the integrations list.
3

Click Connect Google Account

Click the “Connect Google Account” button to start the authorization process.
4

Authorize Orbit AI

Sign in to your Google account and allow Orbit AI to access your Google Sheets. Review the permissions and click “Allow”.
5

Confirm connection

You should see a success message and your Google account name will appear. You’re now connected!

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Step 3: Configure a Form Mapping

1

Select a form to configure

After connecting, you’ll see a list of your forms. Click on the form you want to sync to Google Sheets.
2

Select your spreadsheet

Click the “Select Spreadsheet” dropdown and choose the spreadsheet from your Google Drive.
3

Select the sheet (tab)

Choose which sheet (tab) within the spreadsheet should receive the form data.
4

Map your form fields

For each form field, select which spreadsheet column it should map to. The dropdown shows your column headers from row 1.
5

Save your mapping

Click “Save” to save your configuration. Form submissions will now automatically appear as new rows in your spreadsheet.

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Field Mapping Reference

Map your form fields to spreadsheet columns. Here’s an example of a typical mapping:
Form FieldSpreadsheet ColumnDescription
NameA: NameFull name of the person
EmailB: EmailEmail address
Phone NumberC: PhonePhone number
CompanyD: CompanyCompany or organization
MessageE: NotesForm message or notes
Submitted AtF: TimestampDate and time of submission
You can also map system fields like Submitted At, Submission ID, and Form Name to track metadata.

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Using Google Sheets with Workflows

For advanced use cases, add Google Sheets as a destination in your workflows. This gives you more control over which submissions get synced and allows you to process data before it reaches your spreadsheet.

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Use workflows when you need to:

  • Only sync qualified leads (after AI agent classifies them)
  • Enrich data before syncing (from Clay, Clearbit, etc.)
  • Add AI-generated fields like summaries or categories
  • Route different submissions to different spreadsheets
  • Combine with other destinations (CRM, Slack, etc.)

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Adding Google Sheets to a Workflow

1

Create or open a workflow

Go to Workflows in your dashboard and create a new workflow or open an existing one.
2

Add a trigger

Set up a Form Submission trigger for the form(s) you want to sync.
3

Add intermediate steps (optional)

Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
4

Add Google Sheets destination

Click the + button and select Google Sheets from the destinations list.
5

Configure the Google Sheets node

Select your spreadsheet, choose the sheet tab, and map your fields. You can use enriched data from previous nodes.
6

Save and activate

Save your workflow and toggle it to Active. Submissions will now flow through your workflow to the spreadsheet.

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Example: Enriched Lead Tracking

A workflow that enriches leads before adding them to your spreadsheet: Form Submission → Clay (Enrich) → AI Agent (Score) → Google Sheets

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Verifying Your Sync

After setting up either method, verify that submissions are being synced correctly:
1

Submit a test form

Fill out and submit your form with test data to trigger a sync.
2

Open your spreadsheet

Go to Google Sheets and open the spreadsheet you configured.
3

Check for the new row

Look for a new row with your test data. It should appear within a few seconds of submission.

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Troubleshooting

Rows not appearing in spreadsheet? — Make sure your spreadsheet has column headers in the first row. The integration requires headers to map fields correctly. Also verify that you’ve saved your field mappings.
Google authorization expired? — If the connection stops working, disconnect and reconnect your Google account from the Integrations page. Google tokens can expire after extended periods of inactivity.
Data appearing in wrong columns? — Double-check your field mappings in the integration settings. Each form field should be mapped to the correct column. If you’ve renamed columns in your spreadsheet, you may need to update the mappings.
Wrong sheet (tab) selected? — If data appears in the wrong tab, edit the integration and select the correct sheet from the dropdown. Each spreadsheet can have multiple sheets (tabs).
Duplicate rows in spreadsheet? — If you’re seeing duplicate rows, you may have both the Integration Page and a Workflow configured for the same form. Choose one method and disable the other to avoid duplicates.

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