Would you like to add more integration options to your forms? With Zapier, a connector service, you can easily connect your forms to numerous web applications to add even more functionality. In this tutorial, we’ll show you how to install and use the Zapier addon for WPForms.
- Installing the Zapier Addon
- Creating a Zap in Zapier
- Examples of Zapier Connections for WPForms
- Frequently Asked Questions
Requirements: You will need a Pro license level or higher to access the Zapier addon.
1) Installing the Zapier Addon
Once the Zapier addon is activated, you’ll need to go to WPForms » Settings and then click on the Integrations tab.
Within this tab, you’ll see a Zapier option. Go ahead and click it to open more details. This is where you’ll find the Zapier API key for your site.
Be sure to keep this browser tab/window open, as you’ll need this API key in the next section.
2) Creating a Zap in Zapier
In Zapier, the integrations you create are called “zaps”. The next setup step is to create a zap that sends information from your forms to another service.
Note: Some integrations will require a paid account with Zapier. For more details on identifying paid integrations, please see Zapier’s page on premium features.
After you’ve logged into your account, you’ll need to click the black + button in the upper left corner.
This will open the setup page for your new zap. If you’d like to name your zap, go ahead and add a name in the upper left corner of the page.
Next, you’ll need to select WPForms as your first app. Within the Choose App & Event search box, type WPForms. Then click WPForms from the results that appear.
Once you’ve selected 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.
In the next step, you’ll connect Zapier to WPForms on your website. To do this, click the Sign in to WPForms button.
This will cause an overlay to appear. Here, you’ll need to add your API Key.
To find your API key, go back to the tab/window where you kept your WPForms Settings open in our first step. Then copy and paste the key here.
Next, you’ll need to fill out the Website field. Be sure to enter the full URL of your website and include the trailing slash (i.e.: http://example.com/).
When you’re ready, click the Yes, Continue button.
Once your site is connected, Zapier will then prompt you to choose which account to use for your Zap. Click on the dropdown menu to select your site, and then 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. We recommend doing this by selecting either the Test & Continue or the Test & Review button before continuing. This will enable you to feel confident that the integration is fully connected.
Note: The form you selected in the previous step needs to contain at least one entry in order for the test to work.
If you’ve selected Test & Review, then after a few moments you should see your form entries populate. Once these appear, you can expand the entries to be sure that all the data has been pulled correctly. Then, click the Done Editing button.
If you’ve selected the Test and Continue button, Zapier will automatically take you to the next step if things are working properly.
After checking your sample entries, Zapier will ask you to Choose App & Event.
This app is the service you’d like to send your form entry details to. Zapier has over 2,000 apps and services available, and you can find more about the integrations they offer on Zapier’s site.
After selecting an app, Zapier will walk you through steps to pass form data to your chosen service. The steps remaining will depend on the service you integrate with.
For specific tutorials on the most popular integrations for WPForms, please continue to the next section.
3) Examples of Zapier Connections for WPForms
Since the next steps will vary depending on the integration you choose in Zapier, we aren’t able to cover all possible options in a single tutorial.
For detailed guides on our most popular Zapier integrations, please check out the articles below.
Send Uploaded Files to Web Storage Services
Send Leads to Marketing Services/CRMs
- Mad Mimi
Send Entry Details to Task Lists or Team Communication Services
Send Entry Details to Invoice or Accounting Applications
Additional Popular Integrations
- Google to create contact lists
- Google Calendar to schedule events
- Google Sheets to create entries spreadsheet
- Jira to create support issues
- Planyo to take restaurant reservations
- Twilio to receive SMS text messages
- YouTube to upload videos
- ZenDesk to collect support tickets
4) Frequently Asked Questions
In this section, we’ll answer some of the most common questions about the Zapier addon.
Can I disable entry storage when using the Zapier integration with my form?
Yes, you can absolutely do this. You’ll need at least one entry for your form when setting up a Zap in Zapier. Once that’s done, you can disable entry storage.
That’s it! You can now connect your forms to hundreds of additional web services through the Zapier addon in WPForms.
Next, would you like to learn more about what you can do with WPForms entries? Be sure to check out our complete guide to entries for details on all of the available options and tools.