How to Export Google Forms to Trello Automatically

Published in Apps on 19/04/2024.

Are you struggling to keep your Google Forms and Trello cards aligned? Would you prefer to see new forms turn into Trello cards in your board instantly? Then you’ve come to the right place! Here’s how you can use Unito to create a flow between Google Forms and Trello. In this tutorial, you’ll see how easily anyone can sync new Google Forms submissions with Trello.

You can use this automated flow to sync customer product feedback directly to a Trello board of your choice. This lets your product team easily manage feedback, prioritize requests, set up follow-up tasks, and assign feedback to specific team members – no more copying and pasting responses or exporting CSVs!

Before connecting Google Forms and Trello to Unito

Add Unito to your Trello Board (optional)

This step is for users who wish to add Unito as a Power-Up to an existing Trello board. You can skip this process if you’ve already installed Unito or are using the platform directly. Otherwise, click here if you need help adding Unito as a Trello Power-Up.

Step 1: Connect Trello and Google Forms to Unito

Starting from either the Unito interface, or Trello Board Sync:

Click +Create flow or Start Here if you’re already on the tool selection screen.
Select +Add a tool to this flow in either column.
Then +Choose account to specify the Jira project and Excel table you plan on syncing.
Click Confirm.

Screenshot showing a connection between Trello and Google Forms with Unito 2-way Sync

For Google Forms, select “responses” as the work item, and then choose the specific form. On the Trello side, cards will be automatically selected. Next, choose the board where you want your responses to sync.

Step 2. Choose a flow direction for creating new cards

Choose the direction of your flow, in this case, from Google Forms to Trello.

Screenshot of setting a flow direction in Unito to decide where Google Forms will sync to Trello automatically.

Flow direction determines how new work items (tasks, issues or spreadsheet rows) are created by Unito automatically. If you pick a one-way flow direction, you’ll have a source and destination tool. Manually created work items in the source will appear automatically in the destination through Unito.

Select Confirm when you’ve chosen a flow direction.

Step 3. Filter out unrelated Google Forms submissions from syncing to Trello

Rules determine which actions taken in Google Forms will create cards in Trello. In our demo, we set up a rule ensuring any response received in the “customer feedback” form syncs to the Trello board “survey responses” and the list “user interviews.” It will also receive the label “Product.” You could optionally set a default assignee here.

Screenshot of setting rules to filter data between Google Forms and Trello with Unito 2-way sync

Unito is unique because it syncs historical responses received even before the integration was activated, saving you from manually moving old responses into Trello. However, if you only want new responses, you can specify that with a rule using the creation date. I’ll remove that restriction, as I have previous responses ready to sync.

Step 4: Link fields between Google Forms and Trello

Fields represent the details of your Google Forms and Trello data. So, in this step, you’ll be setting a relationship between pairs of fields in Google Forms and Trello. To make things easy for you, simply click “auto-map” to begin with a prebuilt template that can be modified.

A screenshot of the first step of Unito's field mapping process: picking auto-map or start from scratch.

Select +Add mapping, then Select a field in both tools to pair them together. The directional arrows in the middle determine how real-time updates occur.

Customized field mappings to sync Google Forms to Trello with Unito — The blue question mark icon indicates a custom field we created in Trello for this integration.

In our demo, we set up field mappings to link form questions to Trello fields. You can use default Trello fields like title and description and custom text fields, which I’ve done here. We also synced the ‘last submitted time’ to record when the response was received.

Click Confirm when you’re satisfied with your field mappings.

What are Field Mappings?

Step 5: Launch your Trello Google Forms integration

Once you launch your flow, Unito will automatically start syncing your historical Google Forms responses, and they’ll appear in Trello.

Now, your team can easily collaborate on customer feedback directly within Trello. They can move responses into a “follow-up” column, assign a support member to reach out to the customer, or drag a card into a “technical” list for developers to address. Any new responses will continue to sync seamlessly from Google Forms into your Trello board.

If you have any questions, please don’t hesitate to reach out and let us know.