A lot of businesses are still keeping social distance. Managing teamwork can be difficult during a pandemic. Automate some workflow can help you and your team to keep organize multiple tasks even though in distance.
If you don’t have a website, now is good timing to create one! In this article, you’ll learn how to connect WPForms and Zapier, as well as how you can make life easier with them.
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First, what is WPForms?
WPForms is a beginner-friendly WordPress plugin that allows you to create a powerful but affordable form builder. You can create mobile-friendly forms, survey forms, newsletter forms, registration forms, and more in a few minutes using a drag & drops form builder, so you don’t need any coding skills.
What is Zapier?
Zapier is an application that people can build their own personalized, code-less workflow automation system. In that case, you don’t need coding skills to build an “automation system.”
What does exactly mean?
Let’s assume that you are using WPForms to create a survey form. Zapier allows you to automatically input survey responses into the Google Sheets spreadsheet. You don’t have to manually type in.
In addition, Zapier can integrate 3,000+ apps and make your work easier and faster.
How these two applications make your life easier?
If you use WPForms and add Zapier addon, you could automate these processes:
When a new WPForms form entry is submitted, Zapier automatically creates a new lead in Salesforce using the information provided by the user. All you need to do is give Zapier permission to create a new lead in your Salesforce and then select which information you want to add.
Once you connect Salesforce, now is time to create auto-fill fields from the user’s submission. Last name and company are required to create a Salesforce lead, so make sure to add these fields first. The user interface is very beginner-friendly. Almost anyone can navigate without a problem.
If you click continue, you are going to create a lead in Salesforce. Make sure don’t mix with your test data and actual data. Zapier is actually making the action happen whenever you try.
Let’s move onto the next example. When a new order form is submitted through WPFroms, Zapier automatically creates a new invoice in Freshbooks. Same as Salesforce example, you need to set up autofill fields manually once to automate all the submissions.
These two, Salesforce and Freshbooks automation are my favorite parts but there are a lot more things you can do!
Save new WPForms entries to a Google Sheets spreadsheet, post new WPForms entries to a Slack channel, save WPForms uploads to Google Drive, turn WPForms respondents into Mailchimp subscribers, turn new WPForms entries into HubSpot contacts, and so on.
Creating an “automation system” without hiring developers will save you a lot of money.
How to connect WPForms and Zapier?
Step 1. First of all, install and activate WPForms. Then you can install the Zapier addon. Once you install and activate the Zapier addon, go to WPForms > Settings > Integrations.
Step 2. Now you’ll see the Zapier icon, so click it to open. I think you’ll find the Zapier API key for your site. Copy it. We are going to use the Zapier API key in the next step.
Step 3. Let’s access to Zapier website and login into your Zapier account. (create an account for free)
Step 4. After you’ve logged into your account, you’ll see the “add button” looks like the black +. It located in the upper left corner, click it.
Step 6. In the next step, sign in to WPForms.
Step 7. You’ll need to fill out the API key and website field. In step 2, we copied the API key. Paste the API key in here. Your website URL needs to be a full URL. Click “Yes, Continue” after that.
Step 8. You’ll also need to choose which form submission will be automatically filled in the integrated app. If you manage multiple forms, don’t forget to select the right one.
That’s all. For the testing, your form needs at least one entry. I highly recommend you create a test entry and test how it will work.