Have you heard about the Zapier addon?. If not, this post is for you and I will explain to you How To Automate Your Work With Zapier And WPForms.

Before entering into the “How”, let’s see a brief about what is Zapier addon and what are its capabilities.

What is Zapier Addon?

The Zapier plugin allows you to integrate your contact forms with hundreds of additional web services. After connecting your form to Zapier, we can send your WPForms data to accomplish certain task like,

  • We can create a lead in Salesforce
  • We can create a contact in HubSpot
  • You can add a Google contact
  • You can get a notification from Slack
  • A customer can send text messages using Twilio
  • Allows you to create beautiful invoices in FreshBooks
  • and much more

All you need to choose the trigger (ie New Form Entry, then select an action you want to take when a form is submitted) That’s it … Needs. It’s the best form builder out there and something someone would recommend for a cooler version.

How To Automate Your Work With Zapier And WPForms

Follow the below steps to integrate the Zapier and WPForms.

Step 1 – Installing the WPForms and Zapier addon

The first thing to do is install the WPForms plugin on your WordPress site. You can do this by clicking on the link above or you can download it yourself. Once the installation process is complete, you need to install the Zapier plugin. Once you have activated the Zapier plugin, you will need to go to WPForms → Settings and then you will need to click on the Integrations tab.

How To Automate Your Work With Zapier And WPForms

In the tab, you will see the Zapier option. You need to click on it to open more details, where you can find the Zapier API key for your site.

Zapier API Key -How To Automate Your Work With Zapier And WPForms

Now don’t close this browser because you will need this API key in the next step

Step 2: create a Zap in Zapier

In Zapier, it says that the integrations it creates is called “Zaps”. So now the next step is to create a Zap envied by the information of your forms to another service.

Login to your Zapier account or create a new one that is a free account. After logging in, you will need to click the black + button in the upper left corner

Zapier integration Zapier API Key -How To Automate Your Work With Zapier And WPForms

Step 3 – Fill in the Zap details

After the above step, it will redirect you to a new page where you can enter your zap details. Give your zap a name and choose WPForms as the first application looking for it in choose Application and event.

Zap-WPForms-Trigger

Step 4: choose the triggering event

After completing the previous step, select New Form Entry as the triggering event and click the Continue button.

How To Automate Your Work With Zapier And WPForms - Trigger options

Step 5: Connect Zapier to WPForms

Now click on the Connect to WPForms button and enter your API key and the URL of your WordPress site from where we left you in step 1 to connect your Zapier account to your WPForms account. Click the Yes, Continue button when you are ready. Now choose an account you want to use for your zap and click continue.

How To Automate Your Work With Zapier And WPForms

Step 6 – Customize the form input

After completing the steps above, you will now be able to customize the form input. Select the form to connect with Zapier and click continue.

customise form entry -How To Automate Your Work With Zapier And WPForms

Step 7: Test the entry of the form

After clicking the Continue button in the previous step, the Find Data step appears, where you can enter sample entries to test your connection. Click the Test and Continue or Test and Review button before continuing with the steps. This will help you understand whether your onboarding is successful or not.

Test & Review in zapier

Step 8: choose the Target event and app

Now in this step, try to choose the target application that the data you get from WPForms should be sent to and what should be sent and what should you do with it. The steps will be shown to you depending on the application you choose.

Choose an action - Zapier addon

Well, that concludes the integration step with Zapier.

Conclusion

In this article, I have tried to explain how to automate your work with Zapier and WPForms, along with basic explanations of both tools.

This article will be a complete guide to automation in WordPress.

Website | + posts

Hello, I’m Arikesavan. I write about SEO, Marketing, Digital Products and Review. I’ve been helping businesses grow online for over 10 years. I’m passionate about helping businesses reach their full potential and I love seeing the results of my work. If you’re looking for help with your online presence, I’d love to chat with you.

Similar Posts