How to Connect WPForms with Zapier- Complete Integration tutorial

How to easily connect WPForms and Zapier

Running an online business involves you doing multiple tasks in a day such as product development, content creation, traffic generation, data management and more.

Out of everything that you do, there are always several jobs that need more of your time and attention than others.

However, at times things can get a little out of hand and if you are not well planned then you might end up putting your time and effort into something where it is not required.

For example, if you are using social media just to share links and you are putting 20 minutes in a day on it then this may not look like a huge time investment for the time being.

But if you calculate it over a longer period of time such as weekly, monthly or yearly then you will realize that you have put plenty of time in doing something that could have been a bit differently.

And it would have saved you a lot of time that you could have invested on something better.

This is a very common scenario that can happen with anyone who is starting out and does not have access to all the tools.

There is a simple solution to this problem and that is automation.

Now, when you automate such monotonous tasks then it takes your mind off of the not so important and you can focus much better on things that actually needs your attention.

And this leads to improved productivity.

Before we move forward, it is important to know when you are running a website or a blog, automation will often gets related social media and that is not always the case.

See- Website vs Blog

There are other tasks as well that can be automated.

For instance, lets say you have created a form on your on site and have started collecting data from users.

Initially, there are chances that you may not get too many entries and hence moving that data into a marketing tool or a document can be done easily without having to invest too much time.

On the contrary, if this form is flooded with responses then the task will become time consuming and it will be much better for you if it is automated.

Keeping this in mind, in this article we will be discussing how can you easily connect WPForms with Zapier and automate your workflow.

We will be starting this tutorial by first getting to know the both the products a little better and then will dive into the actual process.

In case you are familiar with both WPForms and Zapier then you can jump to the tutorial section by using the Table of Content in the sidebar.

What is WPForms

WordPress is the most popular CMS and it powers nearly 40% of the web. You can easily start a blog or a website using it . Yet when it comes to creating forms most beginners hit a roadblock.

The reason behind this is simple, WordPress does not come with a built-in form builder functionality and to create one you need a tool.

This is where WPForms comes to the rescue.

WPForms is one of the best form builder plugins using which you can create any type of form easily in WordPress.

Often form builder plugins by default get associated with creating and adding contact forms. However, WPForms allows you to do a lot more and you can create various types of forms using it such as

And more. See the complete list of forms.

On top of this huge list of forms, WPForms comes with a library of 160+ pre built templates that makes the job much more easier and quicker.

In case you want to create your own form or add fields to an existing then this plugin comes with a drag and drop functionality and using this all you have to do is drag the field and drop it where you want it to appear.

And the plugin will take care of the rest without you having to worry about coding.

Also, forms created using WPForms are 100% responsive and this means the forms created will work and look perfectly fine on devices with any screen sizes. Be it a desktop or a handheld device.

WPForms being one the best form builder plugin has over 4 million downloads and more than 8000 five star ratings on WordPress.org.

Personally speaking, we are using WPForms on some of our sites and will highly recommend using this plugin.

What is Zapier

Now that you know using WPForms you can create forms in WordPress easily, the next thing we are going to discuss is the service that we will be using alongside it for automation.

And that is Zapier.

Zapier is an online automation tool that lets you connect the apps that you use regularly allowing you to automate the tasks on which you don’t want to spend your precious time on.

Using this service you can save plenty of time that can be invested in something much more meaningful.

Recently we have launched our free blog setup service and to ensure everything is organized, we have integrated the forms with Trello.

Now, when anyone fills the form, an entry is created automatically in the tool. Keeping us organized and on top of things.

The best part of this is we don’t have to spend any time in going through the all submissions and organizing them manually.

Having said that,

After reading this, some of you may be thinking that creating such workflows can be difficult then let me tell you both WPForms and Zapier are built to make things easy for you.

And with Zapier you can automate repetitive task easily with just a few clicks (No Coding Required).

How to integrate WPForms and Zapier

As mentioned above both Zapier and WPForms are built to make things easy for you and connecting them is pretty simple as well.

WPForms comes with a Zapier addon using which you can integrate them with a few clicks.

And once connected you can combine WPForms with thousands of other powerful apps and add even more functionality to it. Some of the apps that you can connect WPForms using Zapier are

• Salesforce
• Google Sheets
• Twillo
• Trello
• Asana
• Slack
• Google Drive
• Pipe drive
• Quickbooks
• Freshbooks

And more. See the complete list of integrations

Now that you are familiar with both WPForms and Zapier and know that you can connect pretty much any app, its time we

Install WPForms

First things first, WPForms is a user-friendly WordPress form builder plugin that has 2 versions.

• Free
• Premium

The free version lets you create contact form and newsletter form. However, to connect WPForms with Zapier and increase its functionality you need to install the premium version.

And for that you need to visit WPForms.com using our SPECIAL LINK and doing will get you an exclusive 50% off on your purchase.

Once you are on the WPForms website, you need to either click the Get WPForms button or the Pricing tab in the navigation.

Doing this will take you to the WPForms pricing page where you will see all the plans offered.

As you can see WPForms offers 4 plans

• Basic at $39.50
• Plus at $99.50
• Pro at $199.50
• Elite at $299.50

Before we move forward, it is important to know only the WPForms Pro and Elite comes with the Zapier addon and Plus and Basic do not.

Personally speaking, we use the Pro plan as it provides the maximum value for money and gives you access to all the features.

On top that it is the most popular plan.

Having said that,

You need to select a either Pro or Elite and for that you need to click the Get Started button under your choice plan.

When you click Get Started, it will take you to the checkout page where the first thing you will see is the plan you are about to purchase, the original price, discount offered and total.

In case the discount isn’t applied then you can click this SPECIAL LINK and the WPForms Coupon code will be applied automatically.

If all the information is correct then you need to scroll down a little to the Account Information section where you will have to enter some basic details about yourself such as

• Email
• First name
• Last name
• Password

It is important to know here that using this email and password you will be accessing your WPForms account.

Moving forward,

The last section on the checkout page is Payments. WPForms allows you to pay via 2 methods.

• Credit Card
• PayPal

You need to select the preferred payment mode here, enter the required details and click complete checkout to finish the process.

The payment processing will only take a few seconds and once done, you will receive a confirmation email from WPForms with the payment receipt and a link to download the plugin.

Now that you have purchased the plugin, the next step is to download it and for that you need to go back to the WPForms website and login using the credentials you have just selected.

When you login, the first thing you will come across is series of questions that will help set up your account.

On completion, it will take you to your WPForms account where you will see all the details under Overview tab.

Now, to download the WPForms plugin you need to navigate to the Downloads tab where you will see the button to Download WPForms.

Clicking Download WPForms will automatically download the plugin.

After you are done till here, the next step is to install WPForms

To install WPForms plugin, you need to login to your WordPress dashboard and then head over to Plugins and click Add New.

Doing this will take you to the free WordPress plugin repository and once there you need to click Upload plugin button on top.

And click this will show you an option to upload the plugin zip files that you have just downloaded.

Here you will just have to upload the zip file that you have just downloaded and then click Install Now to install the plugin.

Once the plugin is installed, it will show you an option to Activate WPForms plugin. And on activation it will take you to theWPForms welcome screen.

As you have the Premium version of WPForms, the next step is to verify the license.

To verify your WPForms license you need to navigate to Settings in WPForms.

And under General tab the first option you will see is License or License Key.

To get the WPForms license key, you need to go back to to your WPForms account and under Downloads tab you will find the key.

You need to copy this key and paste it in the space provided and click Verify Key.

The verification process might take a few seconds and once done you will see the level of your license under the box.

Now that you have successfully installed WPForms and verified the license, the next step is to

Install WPForms Zapier Addon

As discussed before, to integrate WPForms and Zapier you need to install the Zapier addon.

And for that you need to head over to WPForms in your WordPress dashboard sidebar and click Addons.

When you click Addons, it will show you all the available ones that you can install and here you need to search for Zapier.

After you have found the addon, the next step is to install it by clicking Install Addon button at the bottom of the listing.

Once it is installed, you will see the Status as Active and a toggle button to deactivate it directly opposite to it.

Now that the Zapier addon is successfully installed, it can now be connected to WPForms.

See- How to install addons in WPForms easily

For you to connect WPForms to Zapier, it is required that you

Create an account on Zapier

As you know Zapier is an automation tool and it helps you save a lot of time by taking care of the tasks that do not need much of your attention.

For this tutorial, we will be creating a free account on Zapier.

To create an account on Zapier, the first thing you have to do is visit Zapier.com and click Sign up button on the top right.

On doing this it will take you to the Zapier’s sign up page where you will see various services using which you can create an account on Zapier.

• Google
• Facebook
• Microsoft
• Work email

Select any of the service depending on your convenience and Sign Up.

After signing up, it will shown an onboarding sequence where in the first step you will have to answer a few questions

And in the next step you will have to select the apps that you use. It is important to know that you can always select more apps later.

Once you are done till here , you need to click Finish Setup and it will take you to the Zapier’s dashboard.

Now that you have successfully create an account on Zapier, the next step in the process is to

Create a Form using WPForms

Before we move forward, it is important to know that Zapier uses API’s to connect various applications and move information.

Unlike the WPForms and SendinBlue integration, here you will have to add the WPForms API in Zapier when creating a zap or an automation sequence.

Also, it requires you to select the form that you will be using to accept data from users.

And that is why it is required you create a form first and pass a dummy value. (More on this later)

Having said that,

To create a form using WPForms, you need to go back to your WordPress dashboard and navigate to WPForms in the sidebar and then click Add New.

Doing this will take you to the form builder where you have to select a template.

For demonstration purposes, we are going to select the Newsletter Sign Up form as it is a simple form that allows users to enter their names and email addresses.

After you are done creating a form, add it to a page or a post using the shortcode or WPForms block.

Once you are done embedding the form submit a dummy value and after that the next step is to

Create a Zap in Zapier

For creating a zap in Zapier, you need to go to your Zapier dashboard and click Make a Zap on top left.

On clicking this button, it will take you to a new page where you will have to select a Trigger.

A trigger is something that will start the automation sequence and in this case it is WPForms.

You need to search for WPForms here.

Once found, select the application and it will take you the next step which is to choose a trigger event.

After selecting an event, click Continue and it will ask you to Sign in to WPForms.

You need to click Sign in to WPForms here and a popup will appear where you will have to add the WPForms API and the URL of the website.

As mentioned above, Zapier connect the apps using their respective API’s and in the next step you need to

Locate WPForms API

Finding the WPForms API is pretty simple and all you have to do is go back to your WordPress dashboard.

And navigate to Settings in WPForms

And this time you need to go to the Integrations tab under which you will see the option to integrate Zapier.

When you click this option, it will show you the WPForms API key.

Now, you need to copy this API key and paste it in the popup along with the complete website URL. See the below screenshot for reference.

Once you are done till here, you need to click Yes, Continue and it will prompt you to choose which account you want to use for the Zap.

You can use the drop down to select the account and then click Continue.

On doing this, it will ask you to set up a trigger in which the first step is to select a form that you have created using WPForms.

You can select a form using the drop down and then click Continue.

Doing this will take you to the next step where you will have to Test the Trigger.

Before you click the Test Trigger button, it is important you add a dummy entry in your form (in case you haven’t done it previously) so that Zapier can confirm you are using the right account and form.

For this you can add any demo information (suggested during form creation) as that is what we have done here.

If you have done it then you can click Test Trigger and it will show the form entry. See the below screenshot for reference.

Here you need to check the values and if everything is retrieved correctly then you need to click Continue.

And this will take you to the next stage which is Action.

Here you can select an app that you want to connect with WPForms.

Zapier gives you an option to choose from over 2000 apps and automate your workflow. Here are a few examples.

And that’s it you have successfully connected WPForms to Zapier.

Before you leave, it is important that you know forms on a website are very prone to spam submissions and you can stay away from any such submissions using CAPTCHA.

Having said that,

I hope you have found this tutorial helpful and are able to easily connect WPForms with Zapier. In case you have any queries then feel free to reach via the comment section.

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