Create a custom Airtable form for WordPress

How to Create a Custom Airtable Form in WordPress

Do you want to create a custom Airtable form for your WordPress site?

Airtable is a cloud service that combines the power of spreadsheets and databases together. It allows you to build custom spreadsheet apps without writing a single line of code.

In this article, we’ll show you the step-by-step process of how to create a custom Airtable form and embed it on your WordPress site.

Create Your Airtable Form in WordPress Now

Why Create a Custom Airtable Form in WordPress?

Airtable helps you to build custom spreadsheet apps to store information, just like you would do in a database.

It creates easy-to-use and visually appealing spreadsheets that can be used for product planning, user studies, sales CRM, product launches, content calendar planning, and more.

WPForms is the best WordPress Form Builder plugin. Get it for free!

However, you’ll have to enter all the data in your Airtable account manually.

To avoid this problem, you can start a WordPress site and then establish a WordPress Airtable integration with the help of the WPForms plugin.

So whenever someone submits the form, the data will be added to your Airtable account automatically. This will help you save valuable time and increase your productivity.

How to Create a Custom Airtable Form in WordPress

A WordPress Airtable integration is pretty easy to configure with WPForms. Just follow the steps below, and you’ll have an Airtable form ready to embed on your WordPress site in no time!

Step 1: Install WPForms

First of all, we recommend getting WPForms Pro because it comes with a Zapier integration that you’ll need to connect your forms with Airtable.

The WPForms home page

After purchasing the Pro license, install WPForms on your site. Check out the beginner’s guide on how to install a WordPress plugin in case you need any help.

We’ll assume that you want to send form entries automatically to the Leads table in one of your Airtable workspaces.

Step 2: Install the Zapier Addon

The next thing you need to do is install the Zapier addon for WPForms.

Zapier is an automation tool that lets you connect 2 or more apps to do a particular task. Hence, we’ll be using Zapier to connect WPForms and Airtable.

To install the Zapier addon, you need to go to the WPForms » Addons page.

WPForms addons screen

On this page, look for the Zapier addon. Click on the Install Addon button under it to start the installation.

Install the Zapier addon

The status will read Active once your addon is installed and activated.

Zapier activated

Now head over to WPForms » Settings page to get the Zapier API key. This key will be used to connect Zapier to WPForms account.

On the WPForms settings page, you need to click on the Integrations tab. And then, you should click on the Zapier logo to find the API key for your site.

Zapier API key

Keep this tab open for now. We’ll be needing the WPForms Zapier API key in a later step.

Step 3: Create a Form

From your WordPress dashboard and navigate to WPForms » Add New to create a new form.

Adding a new form in WPForms

On the Setup page, you can change the Form Name to any name of your choice. Plus, you can select a template from over 500 form template choices. We’ll use the Simple Contact Form template to create the custom Airtable form in this example.

Simple contact form

WPForms will now immediately load your form template and take you to the form builder screen.

Contact form template loaded

You may want to customize this form by adding more fields. We recommend that you match your fields to the columns of the Airtable record where you want to send your form data. This way, you can easily map your form fields to Airtable columns.

So, we’ll be adding the Phone field and a Single Line Text field labeled “Organization Name” because that’s how the columns of our Airtable worksheet are set up.

Customized Contact Form

You can follow our tutorial on how to create a simple contact form for detailed instructions on adding fields to any form using the drag and drop builder.

Finally, you need to click on the Save button, present at the top-right corner of your screen, to store the changes.

Saving your form

Great! In the next step, we’ll embed the form on your WordPress site.

Step 4: Embed Airtable Form on Your Website

In this step, we’ll embed the custom Airtable form to our website, and then we’ll add at least one test entry to the form.

But why do we need to add a test entry? The reason is we’ll be using it later to test the connection between WPForms and Airtable. This will assure us that everything is working properly.

You can easily embed the form on a post, page, or the sidebar of your website. Let’s take a look at how to embed it into a WordPress page.

First, you need to click the Embed button on the top of the form builder.

Embed form

When you press the button, you’ll see a modal window giving you two embed options. In this tutorial, we’ll embed the form in a new page by clicking on the Create New Page button.

Create new page

Name your box in the text box and then press the Let’s Go! button.

wpforms name your page box

You’ll see your WordPress page editor window open, which should contain the form you just created. You can edit other elements of the page here if you’d like or add content to it.

When you’re ready, press the Publish button on the top to publish your page with your new Airtable form embedded in it.

Publish the Airtable form

Now go ahead and open this page in a new tab of your web browser. And then, fill in the form and click on the Submit button to create a test form entry.

Airtable form is live

Excellent! Now that we’re done with creating our form, we can move onto creating an automation recipe for sending data from WPForms to Airtable automatically.

Step 5: Create a New Automation Recipe

To connect WPForms and Airtable, you need to create a new Zap on the Zapier website.

Wait! What is a Zap? It is a process of connecting 2 or more apps, and it always needs a trigger to perform a specific action.

In a new tab of your web browser, you should open the Zapier website and log in to your account. You can create a new account for free if you don’t have a Zapier account yet.

After logging into your Zapier account, click on the Create Zap button to start creating a new automation recipe.

Create New Zap

Now, the process of creating a zap comprises two parts. In the first part, you’ll have to set up WPForms as the trigger app. And then, you’ll need to configure Airtable as the action app.

Let’s get started with the trigger setup process.

Step 6: Configure the Trigger App (WPForms)

After pressing Create a Zap as shown above, you’ll see the recipe editor window open, where you’ll be required to select your trigger app first.

Search for WPForms using the search box to find and select it. You can also create the edit icon on the top-left of the window to give a title to your Zap.

Select the trigger app

Next, you’ll have to select New Form Entry using the Event dropdown. This will establish every new form entry as a trigger event to run this automation, which is just what we want.

Click on the Continue button at the bottom to proceed.

Select trigger event

At this point, you’ll have to choose your WPForms account to connect with Zapier. Click on the Sign In button.

Connect WPForms

A new popup window will open where you’ll be asked to enter your website URL and the Zapier API key. Get your WPForms API key for Zapier as we showed in step 2, and paste it into the API Key textbox along with your full website URL on the textbox above.

When you’ve inserted the required details, press Yes, Continue.

Allow Zapier to access WPForms account

After you do this, the popup window will close automatically, and you should see your WPForms account connected as the trigger app.

Press Continue to go to the next setting.

Now, you’ll be required to select the specific form that you wish to be processed for the WPForms-Airtable integration. Select the form that you created in Step 3.

We named our form “Custom Airtable Form”, so we’re going to pick that one from the dropdown.

When you’ve found the form you need, click on the Continue button.

Choose form for trigger

Once that’s done, Zapier will ask you to test your WPForms trigger by using a recent entry submitted for your selected form. If you submitted a test entry as we suggested in Step 4, Zapier will have no trouble finding it!

Click on the Test Trigger button to continue.

Test trigger

If there are multiple entries submitted for your form already, you can use the dropdown to select a specific entry. But it doesn’t matter which one you use, since Zapier only needs to test the integration at this point.

Press Continue to move forward.

Test entry

This will complete the trigger setup process. Well done!

In the next step, we’ll configure the Action app for our integration: Airtable.

Step 7: Configure the Action App & Publish Automation

As soon as you move on from the previous step, Zapier will show you the settings for configuring your action app.

Because we want Airtable as our action app, use the search field to find Airtable from the list of available apps and click on it.

Choose the action app

You’ll now have to choose an action event that you want to happen in Airtable. Because we want to send data to Airtable, we’ll choose the Create Record event option from the dropdown.

Create record

Next, click on the Sign In button to connect your Airtable account.

Connect Airtable account

When a new popup window opens, you’ll be required to enter your Airtable API key.

If you don’t have the key yet, go to your Airtable account and click on your profile icon on the top-right to expand the menu. Then, select Account.

On your account page, simply scroll down to find the Generate API Key button and click on it.

Generate Airtable API key

You’ll have an API key that you can copy now. With the key copied, switch to Zapier’s sign in window for your Airtable account and insert the API key.

When you’ve done that, press Yes, Continue.

Connecting Airtable with API key

Your Airtable account will now be connected with Zapier. Once again, click on Continue to proceed to the next step.

Airtable connected

Now, Zapier will ask you to select a Base (or workspace) in which to create the record based on the data sent from WPForms. You’ll also have to select the table within that workspace.

In our example, we set up a table in Airtable and named it “Leads”, so we’ll select that.

Set up action event

When you select your table, Zapier will fetch the column names from your table. To map your form fields correctly to your Airtable columns, simply select the matching WPForms field for each Airtable column field.

When you’re done, click on Continue.

Map form fields to Airtable

As with your trigger app, Zapier will now need to send a test record to Airtable based on the field mappings you selected earlier. Press the Test Action button to move forward.

Send test record to Airtable

You should see a success message confirming that your record was sent to Airtable.

We’re almost done! Click on Publish Zap to make your WPForms-Airtable integration live.

Publish Zap

At this point, another modal window will open, asking if you’re ready to publish your automation. Click on Publish & Turn On to get your automation recipe up and running.

Publish & turn on

Excellent! With your WordPress-Airtable integration turned on, it will ensure that new contacts will be added to your Airtable account whenever someone submits your WordPress form.

It’s a good idea to check your Airtable account to make sure the test record was properly sent by Zapier.

Airtable results

In our case, the record was sent almost instantly, and all the fields from the forms match perfectly with the columns we set up in our table.

And there you have it! You can now create custom Airtable forms in WordPress and improve your productivity with this efficient integration.

Next, Send SMS Notifications for Forms

If you found this WPForms integration useful, we recommend checking out how to send SMS notifications from your WordPress forms. Setting SMS notifications is a great way of staying updated about new form entries as soon as they’re submitted.

Create Your Airtable Form in WordPress Now

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