How To Make Life Easier With WPForms And Zapier

How To Make Life Easier With WPForms And Zapier

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Add more integration options to your forms with Zapier. With this connector service, you can easily connect your forms to numerous web applications to add even more functionality. 

What is Zapier?

Zapier is a wonderful tool for automating business and productivity tasks. It helps you automate repetitive tasks between two or more apps with no code necessary.

Coming in at a record high, 4.5 out of 5 stars, this is the best automation tool for companies, integrations, and organizing of data.

With the WPForms Zapier addon, you can easily connect your WordPress forms with almost anything that you like.

Using this addon, you can send your WPForms data to:

  • Create a Lead in Salesforce
  • Create invoices on FreshBooks
  • Create a contact in HubSpot
  • Send text messages using Twilio
  • Add a Google Contact
  • Make a task in Trello or Asana
  • Add a customer in QuickBooks
  • Get a Slack Notification

WPForms has made the setup process really easy without having to create a custom form. Through their drag and drop builder, you can easily create multiple forms.

Requirements

  • You need the Pro license level of higher to access the Zapier addon

How to Install and Use Zapier Addon with WPForms

To get started, you need to install and activate WPForms. You can check out our step-by-step guide on how to install and activate WordPress plugins.

Next, go to WPForms > Setting > Integrations. You will see the Zapier option. Click it to get your Zapier API Key for your site.

Create a Zap

The integrations you create a called “zaps” and you need to create zaps to send information from your forms to another service.

To do so, you need to log into your Zapier account or create a free account.

In your account click the black + button in the upper left corner.

This will open a new setup page where you can name your Zap. Within the Choose App & Event search box, type WPForms.

When you select WPForms, Zapier will display your trigger options under Choose Trigger Event. Since WPForms only has one trigger option (New Form Entry), you can simply click the Continue button to proceed.

Now connect Zapier to WPForms on your WordPress website by clicking the Sign in to WPForms button.

An overlay will appear asking you to add your API Key. Copy and paste the key and then fill out the website field with your website. Be sure to include the forward slash.

Then, click the yes, continue button.

Now, that your site is connected, Zapier will then prompt you to choose which account to use for your Zap. From the dropdown menu, select site and click Continue.

Next, you’ll see a Customize Form Entry step. Select the form you’d like to use and click Continue.

Zapier will then bring you to the Find Data step, which will give you a chance to pull in sample entries to test your connection.

To feel confident that the integration is fully connected, you can select either the Test & Continue or the Test & Review button before continuing.

Zapier will walk you through steps to pass form data to your chosen service.

Conclusion

To find out more about Zapier connections with WPForms, check out this article.

XIXI
JEWELL NICOLE

Jewell

Book blogger and indie author with a passion for sewing, thinking thoughts about writing with playing with my little baby, Sponk.

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