> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Google Sheets Integration

> Sync form submissions to Google Sheets in real-time

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/Sheets.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=67609a146a5538eaae2bc529e4bd5e2b" alt="Google Sheets" width="32" height="32" data-path="_images/integrations/Sheets.svg" />

[Visit Google Sheets](https://sheets.google.com)

Connect your OrbitForms 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.

## Key Features

<CardGroup cols={2}>
  <Card title="Real-Time Sync" icon="arrows-rotate">
    Submissions automatically added as new rows
  </Card>

  <Card title="Field Mapping" icon="columns">
    Map form fields to any spreadsheet column
  </Card>

  <Card title="Multiple Sheets" icon="file-spreadsheet">
    Choose any spreadsheet and tab from your Drive
  </Card>

  <Card title="Workflow Integration" icon="bolt">
    Combine with AI workflows and enrichment
  </Card>
</CardGroup>

## Before You Begin

<Note>
  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
</Note>

## 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

**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

## 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

<Steps>
  <Step title="Create or open a spreadsheet">
    Go to Google Sheets and create a new spreadsheet or open an existing one.
  </Step>

  <Step title="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).
  </Step>

  <Step title="Note the sheet name">
    Check the tab name at the bottom of the spreadsheet. The default is "Sheet1" but you can rename it.
  </Step>
</Steps>

<Warning>
  **Important:** Column headers are required in row 1. The integration uses these headers to map form fields to columns.
</Warning>

### Step 2: Connect Your Google Account

<Steps>
  <Step title="Go to Integrations in OrbitForms">
    From your dashboard, click "Integrations" in the left sidebar.
  </Step>

  <Step title="Find Google Sheets">
    Scroll down or search for "Google Sheets" in the integrations list.
  </Step>

  <Step title="Click Connect Google Account">
    Click the "Connect Google Account" button to start the authorization process.
  </Step>

  <Step title="Authorize OrbitForms">
    Sign in to your Google account and allow OrbitForms to access your Google Sheets. Review the permissions and click "Allow".
  </Step>

  <Step title="Confirm connection">
    You should see a success message and your Google account name will appear. You're now connected!
  </Step>
</Steps>

### Step 3: Configure a Form Mapping

<Steps>
  <Step title="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.
  </Step>

  <Step title="Select your spreadsheet">
    Click the "Select Spreadsheet" dropdown and choose the spreadsheet from your Google Drive.
  </Step>

  <Step title="Select the sheet (tab)">
    Choose which sheet (tab) within the spreadsheet should receive the form data.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your mapping">
    Click "Save" to save your configuration. Form submissions will now automatically appear as new rows in your spreadsheet.
  </Step>
</Steps>

## Field Mapping Reference

Map your form fields to spreadsheet columns. Here's an example of a typical mapping:

| Form Field   | Spreadsheet Column | Description                 |
| ------------ | ------------------ | --------------------------- |
| Name         | A: Name            | Full name of the person     |
| Email        | B: Email           | Email address               |
| Phone Number | C: Phone           | Phone number                |
| Company      | D: Company         | Company or organization     |
| Message      | E: Notes           | Form message or notes       |
| Submitted At | F: Timestamp       | Date and time of submission |

<Tip>
  You can also map system fields like `Submitted At`, `Submission ID`, and `Form Name` to track metadata.
</Tip>

## 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

<Steps>
  <Step title="Create or open a workflow">
    Go to Workflows in your dashboard and create a new workflow or open an existing one.
  </Step>

  <Step title="Add a trigger">
    Set up a Form Submission trigger for the form(s) you want to sync.
  </Step>

  <Step title="Add intermediate steps (optional)">
    Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
  </Step>

  <Step title="Add Google Sheets destination">
    Click the + button and select Google Sheets from the destinations list.
  </Step>

  <Step title="Configure the Google Sheets node">
    Select your spreadsheet, choose the sheet tab, and map your fields. You can use enriched data from previous nodes.
  </Step>

  <Step title="Save and activate">
    Save your workflow and toggle it to Active. Submissions will now flow through your workflow to the spreadsheet.
  </Step>
</Steps>

### Example: Enriched Lead Tracking

A workflow that enriches leads before adding them to your spreadsheet:

**Form Submission** → **Clay (Enrich)** → **AI Agent (Score)** → **Google Sheets**

## Verifying Your Sync

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

<Steps>
  <Step title="Submit a test form">
    Fill out and submit your form with test data to trigger a sync.
  </Step>

  <Step title="Open your spreadsheet">
    Go to Google Sheets and open the spreadsheet you configured.
  </Step>

  <Step title="Check for the new row">
    Look for a new row with your test data. It should appear within a few seconds of submission.
  </Step>
</Steps>

## Troubleshooting

<Warning>
  **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.
</Warning>

<Warning>
  **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.
</Warning>

<Warning>
  **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.
</Warning>

<Warning>
  **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).
</Warning>

<Warning>
  **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.
</Warning>

## Resources

* [Create a New Spreadsheet](https://docs.google.com/spreadsheets)
* [Google Sheets Help Center](https://support.google.com/docs/answer/46973)
* [Google Sheets Website](https://sheets.google.com)