Capture HappyForms Pro data in Google Sheets
HappyForms Pro adds conditional logic, multi-step forms, and payment fields. LeadToSheet captures every submission step and syncs the completed entry to Google Sheets.
CMS: WordPress
Overview
HappyForms Pro extends the free HappyForms plugin with conditional logic, multi-step forms, payment collection, and advanced field types. LeadToSheet captures the final submission from any HappyForms Pro configuration and syncs it to Google Sheets, giving you an exportable record alongside the entries stored in your WordPress database.
Implementation checklist
- 1
Install the LeadToSheet snippet site-wide
Add the script to your theme footer. HappyForms Pro renders forms in the DOM natively, so no special iframe handling is needed.
LeadToSheet snippet
<script>(function(w,d,s,u,k,e){if(w.__formsync){return}w.__formsync={q:[],k:k,endpoint:e};var js=d.createElement(s);js.src=u;js.async=1;js.onload=function(){w.__formsync.init&&w.__formsync.init({ clientKey:k })};d.head.appendChild(js);})(window,document,'script','https://www.leadtosheet.com/sdk.min.js','YOUR_CLIENT_KEY','https://www.leadtosheet.com/api/ingest');</script> - 2
Complete a multi-step form test
If you use multi-step forms, walk through every step and submit. LeadToSheet captures the full payload only on the final step submission, combining data from all steps into a single Sheet row.
Tip: Multi-step forms fire a single submission event on the last step. Intermediate step data is not sent to Sheets until the form is complete.
- 3
Test payment and conditional fields
Submit a form with a payment field and conditional logic paths. Payment amounts and visible text-based field values appear as columns in your Sheet.
Customization ideas
Track payment revenue in Sheets
HappyForms Pro's payment fields capture amounts and transaction references. Build revenue tracking formulas in your Google Sheet using SUM and date-based filtering.
Route multi-step form data to specific tabs
Use LeadToSheet's routing rules to send different form types (contact, application, payment) to dedicated tabs within the same Sheet for cleaner organization.
Build a submission archive in Sheets
Use your Google Sheet as a searchable archive of all form entries. Add Apps Script automations to notify your team or trigger CRM workflows when new rows arrive.
Troubleshooting
Multi-step form only captures last step data
HappyForms Pro accumulates data across steps and submits it all at once on the final step. If fields from earlier steps are missing, verify they are included in the final submission payload by checking your WordPress entries panel.
Non-text fields not appearing in sheet
LeadToSheet only captures text-based form fields (text inputs, dropdowns, checkboxes, radio buttons, textareas). Non-text fields such as file uploads are processed server-side by HappyForms Pro and are not included. Use the WordPress entries panel to access those submissions.
Conditional fields not creating columns
Fields hidden by conditional logic at submission time are excluded from the payload. Submit test entries that trigger each conditional path during initial setup.
Resources
Frequently asked questions
- Does LeadToSheet work with the free version of HappyForms too?
- Yes. LeadToSheet captures text-based form fields from standard HTML form submissions in both the free and Pro versions. Pro features like conditional logic and payment fields are captured when their values are present in text-based inputs.
- Are payment amounts captured securely?
- Payment processing happens through HappyForms Pro's payment gateway. LeadToSheet captures only the amount and transaction reference from the form submission, not sensitive card data.
- How are multi-step form entries stored in the Sheet?
- All steps are combined into a single row. Each field from every step gets its own column, giving you a flat view of the entire form response.