All Collections
Integrations
Form Integration: Zapier
Form Integration: Zapier

How to use our Zapier integration for workflows

Support avatar
Written by Support
Updated over a week ago

**Before getting started you'll need to set up your Zapier integration through the Churchbase dashboard.  If you haven't done so, you can learn more here!**

Getting Started

Step 1: In your Churchbase dashboard navigate to the Manage Forms page under Forms and Surveys.  This can be found in both the Content or Community module.

Step 2: Hover your mouse over the form you wish to integrate with Zapier.  Doing so will open up a menu, scroll over settings then down to Zapier.

Step 3: Select create one to create a new Zap with your form! 

Step 4: This will open up Zapier. Select Make a Zap! 

Step 5: Type in Gravity Forms to the search bar, select Continue.

Step 6: Copy the Webhook URL

Switch back to your ChurchBase Dashboard and paste URL into Webhook URL field
Select Update Zapier Feed.

Step 7: Switch back to Zapier page and it will pull in the data from your ChurchBase form, select Done Editing.

Step 8: Select Google Sheets in the dropdown menu
Choose the action you want to perform - here we chose Create Spreadsheet Row

Step 9: Build out your Google Sheet; for more information about how to Work with Google Sheets in Zaps

Step 10: Once you have completed building out your form, select Refresh Fields and choose what fields you would like to import into which columns. 

When that is completed, Zapier will send a test, so you can see how the information will import.
Select Test & Review (see test below)

Step 11: Select Done Editing when you are happy with how the information will be input.

Step 12: Turn your Zap on, and you are finished! You have successfully set up a Zap!

We want to hear from you!

Help us help you - please rate this Article below to let us know if you have found it helpful.  We are always working to provide you with the best possible experience.
Thank you for choosing ChurchBase! :)

Did this answer your question?