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.
Also, Zapier requires a secure connection. Make sure your site loads over HTTPS and has an up-to-date SSL certificate installed before you continue. If you need help, check out WPBeginner’s guide to SSL and HTTPS in WordPress.
Installing the Zapier Addon
Once the Zapier addon is activated, you’ll need to go to WPForms » Settings. Then click on the Integrations tab.
Here, you’ll see Zapier listed with your available WPForms integrations. Go ahead and click it to see 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.
Creating a Zap in Zapier
In Zapier, the integrations you create are called “zaps.” The next 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 documentation on premium apps.
After you’ve logged into your account, click the black plus (+) 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 title in the upper left corner of the page.
Next, you’ll need to select WPForms as your trigger app. In the Choose App & Event search box, type “WPForms.” In the results that appear, click on WPForms.
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 browser tab/window with your WPForms Integrations Settings. Then copy and paste the Zapier API key into the zap setup page.
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., https://example.com/).
Note: If you’re creating a zap for a site in a WordPress multisite network, you’ll need to enter the full path URL (i.e., https://sitename.com/subsite/) to create your zap.
When you’re ready, click the Yes, Continue button.
Once your site is connected, Zapier will 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 the Customize Form Entry step. Select the form you’d like to use from the dropdown, then 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.
Note: The form you selected in the previous step needs to have at least one entry in order for the test to work.
We recommend doing this by selecting either the Test & Continue button or the Test & Review button before you move on. This will enable you to feel confident that the integration was successful.
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 & Continue button, Zapier will test your connection in the background and automatically take you to the next step if it finds that the integration is working properly.
After checking your sample entries, Zapier will ask you to Choose App & Event for the action you want to take place in response to the trigger.
This app is the service you’d like to send your form entry details to. Zapier has over 2,000 apps and services available. You can find out more about the integrations they offer on Zapier’s site.
After selecting an app, Zapier will walk you through the steps to pass form data to your chosen service. These steps will depend on which service you integrate with.
Examples of Zapier Connections for WPForms
Since the next steps will vary depending on which 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
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 spreadsheets
- Jira to create support issues
- Planyo to make restaurant reservations
- Twilio to receive SMS text messages
- YouTube to upload videos
- ZenDesk to collect support tickets
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.
To do so, open a form for editing and go to Settings » General. Then select the Disable storing entry information in WordPress checkbox and save your changes.
That’s it! You can now connect your forms to hundreds of 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.