Reasons to Integrate Caldera Forms with Google Sheets

• Allows for the automatic sending of submitted forms to Google Sheets immediately after a visitor submits their data.
• Enables the capture of form data in a Google Sheet, facilitating a streamlined data collection process.
• Makes it easier to manage and analyze form data, improving efficiency and data accessibility.

Setting Up Caldera Forms Google Sheets Integration

To integrate Caldera Forms with Google Sheets, it is essential to correctly configure the settings for seamless data transfer. Precise matching of names, adherence to naming rules for columns, and proper authentication are required. Follow the steps below to set up the integration.

1. Install the Caldera Forms Google Sheets Connector plugin.
2. Obtain the Sheet Name, Sheet ID, and Tab Name from your Google Sheet.
3. Ensure that all column names in your Google Sheet are in lowercase and use hyphens where necessary.
4. Add a new processor to Caldera Forms that will handle the data transfer to Google Sheets.
5. Carefully match the names and spellings of your form settings with those in your Google Sheets to ensure accurate data mapping.
6. Complete the out-of-band OAuth flow for authentication, noting that this method will be deprecated by Google and may require an update in the future.
7. Verify that the access code is correct to enable the plugin to work properly.
8. Double-check the sheet name, tab name, and column name mapping to prevent any issues with the plugin operation.

Integrating Caldera Forms with Google Sheets

Caldera Forms integration with Google Sheets can be accomplished through various methods, each providing a seamless connection between your WordPress website's form submissions and a Google Sheets spreadsheet. These methods involve the use of plugins or add-ons, as well as configuring API settings and processors within Caldera Forms. By following these methods, you can ensure that the data collected from your website is accurately captured and organized in Google Sheets for further analysis or record-keeping.

Using Caldera Forms Integration Plugin

To integrate using the Caldera Forms Integration plugin, begin by installing the Google Sheets Integration for Caldera Forms plugin on your WordPress site. After installation, you must generate OAuth2 credentials from the Google API Library, ensuring that you enable the Google Sheets API and create an OAuth client ID with the application type set as 'Desktop app'. Next, create your form within Caldera Forms and add the new processor that sends submitted forms directly to Google Sheets. Remember to configure the Sheet ID and Tab name in the processor settings and verify that the column names in your Google Sheet match those in your form settings. You can also enable "Automatically generate header" if desired. Finalize the process by saving the form and testing the submission to ensure that the data appears in your Google Sheet.

Utilizing Caldera Forms Google Sheets Addon

Another method is to use the Caldera Forms Google Sheets addon. Similar to the plugin integration, this addon requires you to copy the Google Sheets sheet and tab names into a new "Google Sheets" tab in the Caldera Forms settings. Additionally, you must obtain an access code by clicking the "Get Code" button in the Caldera Forms Admin Panel under the Google Sheets screen. This code is essential for authorizing the connection to Google Sheets. Make sure the column names in your Google Sheet are arranged correctly in row 1 and that the spelling and naming conventions match between your Google Sheets and form settings. With the plugin set up and the processor configured, your form submissions will be sent to your designated Google Sheet.

Alternative Method: Using Sourcetable

If you're looking for an alternative to direct integration plugins and addons, consider using Sourcetable. Sourcetable is a powerful tool that can sync your live data from almost any app or database, including Caldera Forms submissions. This can be a versatile option for managing form data across multiple platforms, providing flexibility and ease of use without the need for specific integration plugins or complex API configurations.

Common Use Cases

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  Event registration data collection
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  Customer feedback analysis
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  Online order processing
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  Membership sign-up tracking
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  Survey result aggregation

Frequently Asked Questions

How do I connect Caldera Forms to Google Sheets?

To connect Caldera Forms to Google Sheets, you need to use plugins like Caldera Forms Google Sheets Connector or the Advanced Form Integration plugin. After installing and activating the Pro version of the required plugin, authenticate with Google Sheets using OAuth 2.0, create an integration with a Caldera Form as the trigger, and sending form data to Google Sheets as the action.

Can I map form fields to specific columns in Google Sheets?

Yes, both the Caldera Forms Google Sheets Connector and the Advanced Form Integration plugin support mapping form fields to specific columns in Google Sheets. You will need to ensure that the names and spellings match between your form fields and the Google Sheet columns.

Is it possible to connect one form to multiple Google Sheets?

Yes, with the Advanced Form Integration plugin, you can connect one form to multiple Google Sheets. This feature requires a Pro license and the Pro version of the plugin to be installed and activated.

What do I need for the integration to work correctly?

For the integration to work correctly, you need the Caldera Forms plugin, the Google Sheets plugin, and a Pro license for the Advanced Form Integration plugin. Additionally, you must manually add the Sheet Name, Sheet ID, and Tab Name, and ensure that the names and spellings match between the Google Sheets and form settings.

Can multiple forms be connected to a single Google Sheet?

Yes, it is possible to connect multiple forms to a single Google Sheet using the Advanced Form Integration plugin. This allows for a centralized collection of data from various forms.