Skip to content
Back

Connect Google Sheets, Mailchimp and webhooks

Enable the Integrations module, connect Google Sheets or Mailchimp from the form builder, map your form fields to the provider, and (optionally) use the plugin's background delivery queue so webhooks and integration feeds retry on failure.

What you will achieve: you will activate the Integrations module, connect Google Sheets and Mailchimp for a specific form, map form fields to each provider, and configure webhook feeds or provider feeds to deliver in the background with automatic retries.

Prerequisites

  • Plattio Forms plugin active and updated.
  • Integrations module must be activated (see steps below).
  • For Google Sheets: share the spreadsheet with the form integration’s service-account email as Editor. Granting only a Cloud IAM role is not sufficient.
  • For webhooks background delivery: the site must have either the Sodium or OpenSSL PHP extension available for secure queued storage.

1. Enable the Integrations module

  1. In WordPress admin go to Plattio Forms → Modules (menu page=plattio-forms-modules).
  2. Find the Integrations module and click Activate. If the module is premium, ensure your license is active in Plattio Forms → Settings before activating.
  3. After activation you can open the builder for a form to add provider actions.

2. Open the form builder and find Integrations

  1. Open Plattio Forms → Forms and edit an existing form, or choose Plattio Forms → Add New to create a new form.
  2. In the form builder locate the Integrations panel (the builder shows provider actions such as Google Sheets, Mailchimp and Webhooks when the module is active).

3. Connect Google Sheets

  1. In the builder’s Integrations panel click Add Google Sheets or open an existing Google Sheets connection.
  2. In the connection settings enter the Spreadsheet ID or URL.
  3. Click Load sheet tabs to list tabs from the spreadsheet. If tabs fail to load you will see “The sheet tabs could not be loaded.”
  4. Choose the target Sheet tab name. Optionally enable Add headers to an empty sheet and Include entry metadata to include entry ID/date/status columns.
  5. Map fields: choose to send all fields or select specific fields to map to columns. Use Send test row to verify a submission reaches the sheet.
  6. Important: the spreadsheet must be shared with the service-account email shown in the integration settings and given Editor rights via the spreadsheet’s Share dialog.

4. Connect Mailchimp

  1. In the builder’s Integrations panel click Add Mailchimp or open an existing Mailchimp connection.
  2. Follow the connection workflow to authorize Mailchimp. If the builder shows “Connect Mailchimp before enabling this action.” complete the connection first.
  3. Configure the feed: select Choose an audience (audience list), then map the Subscriber email field and optional First name field and Last name field.
  4. Set Tags, choose Subscription status (options include Subscribed immediately and Pending — send double opt-in), and toggle Update an existing contact if you want updates rather than duplicates.
  5. Save the feed and use a test submission to confirm the contact appears in Mailchimp.

5. Configure webhooks and background delivery

  1. To add a custom webhook, add a new feed and select Webhook (or use the builder Webhooks area). Provide Webhook name, the Endpoint URL, and choose the HTTP method (POST/PUT/PATCH).
  2. Enter HTTP headers in the header box (labelled Headers (one Name: Value per line)).
  3. Enable the feed. If you want the integration to run asynchronously choose the option described by the builder: Runs after a successful submission using the background delivery queue. Background delivery will queue the webhook or provider action instead of sending synchronously on submit.
  4. Background delivery behavior: queued deliveries are processed by a scheduled worker, will retry up to 5 attempts on non-2xx responses, and use exponential backoff between attempts. Failed jobs are recorded for review.

What to expect after setup

  • Google Sheets rows or Mailchimp contacts will be created when the form receives a matching submission. If background delivery is enabled, feeds are queued and delivered shortly after submission.
  • On failures the queue retries automatically (up to 5 attempts); permanent failures are marked and logged so you can inspect and retry if needed.

Troubleshooting and limitations

  • Integrations module is required. If you don’t see Google Sheets or Mailchimp in the builder, confirm the module is active and your license (for premium modules) is valid.
  • Google Sheets: you must share the spreadsheet with the service-account email as Editor in the spreadsheet Share dialog; IAM roles are not enough.
  • If sheet tabs fail to load or you see “The integration session expired. Reload the builder and try again.”, reload the builder and re-open the integration settings.
  • Webhooks background delivery requires the Sodium or OpenSSL PHP extension for secure queued storage; without them webhooks will be unavailable.
  • If Mailchimp actions don’t run, check that the Mailchimp connection is present and that you mapped an email field; the builder will show a reminder like “Connect Mailchimp before enabling this action.”

Further checks

  • Test a submission after saving the form and inspect your Google Sheet or Mailchimp audience for the test data.
  • If a background delivery fails, check the plugin logs/Jobs history in the Integrations area (the builder shows job/failure notices) and correct remote endpoint or credentials as needed.
Was this article helpful?

Your feedback helps us improve the documentation.