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How to Send WordPress Form Entries to Basecamp

by Shahzad Saeed on Oct 9, 2017

Do you want to send WordPress form entries to Basecamp? With WPForms, you can easily integrate your online forms with Basecamp to make project management and team communication much easier. In this tutorial, we’ll explain how to send WordPress form entries to Basecamp.

Why Connect Your Form With Basecamp?

Basecamp is one of the most popular project management tools.

You can connect your form with Basecamp to automate different tasks like:

  • creating a new project
  • making sure to follow up with a to-do list
  • adding a new message to a message board

This integration saves your precious time, so you no longer need to manually copy your WordPress form entries to your Basecamp account.

Integrate WPForms With Basecamp

To send form entries to Basecamp, the first thing you need to do is to install and activate the WPForms plugin. Here’s a step by step guide on how to install a WordPress plugin.

After the installation, you’ll need to create a simple WordPress form. You can see our tutorial on creating a simple contact form in WPForms. Let’s rename the form as Basecamp for the sake of this example.

create a simple contact form in wordpress

In order to send WordPress form entries to Basecamp, you’ll need to install and activate the Zapier addon on your site.

The Zapier addon lets you connect your WordPress forms to over 500+ web apps, including the Basecamp 3 app.

For more help with this step, you can check out our tutorial on how to install and use the Zapier addon.

Now let’s take a look at how to send WordPress form entries to Basecamp.

Make a New Zap

Log into your Zapier account and click the Make a Zap button in the top navigation.

Then, follow Zapier’s step by step guide to create a Zap. To see screenshots of every step, you can refer to our tutorial on using Zapier with WPForms.

Make sure to choose the Basecamp form you just created, when you’re asked to setup Edit Options. You must have at least one test entry on your form before fetching existing entries.

Send WordPress Form Entries to Basecamp - Form Entry

You should then see a successful confirmation message.

Connect Your WordPress Forms to Basecamp

Now that you’ve connected Zapier to WPForms plugin, it’s time to connect WPForms to Basecamp 3.

The first step is to choose Basecamp 3 as the action app. Use the search bar to find the Basecamp 3 app and click on it.

Send WordPress Form Entries to Basecamp - Action App

Then, you’ll be asked to select Basecamp 3 action. You’ll find a few different actions to choose from. Let’s choose Create Project in this example.

basecamp action create project

Choosing this action will help you create a new project automatically in your Basecamp account whenever your clients submit your form. This way, you don’t have to manually copy project requirements from your form entries to your Basecamp account.

Now you need to connect your Basecamp 3 account to Zapier. Click Connect a New Account. To do this, you’ll need to authorize Zapier to access your Basecamp data. After authorizing it, click Continue.

Send WordPress Form Entries to Basecamp - Connect

Now you’ll be asked to set up Basecamp 3 Project. In this step, you’ll need to connect each form field to the appropriate Basecamp field.

Now the tricky part is that you need to connect any extra fields in your online form to the Description field. For example, since our online form contains an Email field and the Zapier’s Basecamp app doesn’t come with that field, we need to connect it to Description. See the below screenshot.

setup basecamp project

After connecting the fields, click Continue.

If you want to test the integration, just click on Test. You can now see the data that has been updated in your Basecamp account. Click Create & Continue.

basecamp test

Now, you may even log into your Basecamp account to verify the updated data.

verify project in basecamp

In the final step, make sure to turn on your Zap. You can also give your Zap an appropriate name. By turning on Zap, you can add a new project to Basecamp whenever someone fills out your form.

Send WordPress Form Entries to Basecamp - Turn On Zap

Congrats! You’ve just connected your WordPress form to Basecamp.

To encourage your prospects to submit your form, you may also want to redesign your contact page. You can look at our impressive contact page examples for inspiration.

What are you waiting for? Get started with the most powerful WordPress forms plugin today.

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