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
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 OrbitForms account with at least one form
Choose Your Integration Method
Google Sheets can be connected in two ways. Choose based on your needs: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
- 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
Integration Page Setup
The simplest way to connect Google Sheets. Follow these steps to sync all form submissions directly to your spreadsheet.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.
Step 2: Connect Your Google Account
1
Go to Integrations in OrbitForms
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 OrbitForms
Sign in to your Google account and allow OrbitForms 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!
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.
Field Mapping Reference
Map your form fields to spreadsheet columns. Here’s an example of a typical mapping: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.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.)
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.
Example: Enriched Lead Tracking
A workflow that enriches leads before adding them to your spreadsheet: Form Submission → Clay (Enrich) → AI Agent (Score) → Google SheetsVerifying 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.