How to Install and Use Zapier Addon with WPForms

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WPForms is without doubt the best form builder on the market right now.

The popular form builder has made it very easy for people to add various integrations options to their forms.

In this blog post we shall look at how to install and use the Zapier addon with WPForms.

 

What is Zapier Addon?

The Zapier addon is a new addon created by WPForms that allows site owners to make endless integrations to their forms.

With the Zapier addon, you can now connect your WordPress forms with over 3000 + web apps.

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The addon makes integrations extremely easy to implement on any platform. The integration possibilities are simply unlimited.

It is now possible for you to connect WPForms to any application or Content Management System (CMS) of your choice with a just a few clicks.

 

The Zapier addon will allow you to;

  • Create a Lead in Salesforce
  • Create invoices on FreshBooks
  • Create a contact in HubSpot
  • Send text messages using Twilio
  • Add a Google Contact
  • Make a task in Trello or Asana
  • Add a customer in QuickBooks
  • Get a Slack Notification

 

Let’s dive right in,

 

How to install the Zapier Addon

It is important to note that you will need to have installed and activated the WPForms plugin before installing the Zapier Addon.

You can see how to install and activate a plugin here.

You will also need the Pro license level or higher to access the Zapier.

After installing and activating the Zapier addon, simply go to WPForms » Settings and then click on the Integrations tab.

Open-the-WPForms-integration-settings

 

You should see a Zapier option within the tab.

Now click on the Zapier option find the Zapier API key for your site.

Open-the-WPForms-integration-settings

It is important that you keep this tab or browser open such that you can easily access your API key.

We shall require the API key in the next steps.

 

How to Create a Zap in Zapier

You may be wondering what on earth zaps are. Don’t worry, I got.

Zaps are basically integrations that you create using the Zapier addon. Each new integration that you create using the addon is referred to as a zap.

We shall now create a zap that will essentially send information from your forms to other services.

It is however important to note that for some integrations you will require a paid account with Zapier.

You can visit Zapier’s page on premium features so you can easily identify those integrations that will require a paid account with Zapier.

So to create your zap your will need to be logged into your Zapier account.

You can create a free account here if you haven’t yet done so already.

Once you are logged in to your account, click on the black + button in the upper left corner.

Click-the-Make-a-Zap-button-in-Zapier

The set up page for your new zap will then be opened.

You will also have the option of naming your new zap.

To add a name for your new zap simply go to the upper left corner of the page and add a name of your choice.

In the next step you will select WPForms as your first app.

To do this, simply head over to the Choose App and Event search box and enter in “WPForms”.

Now click on the WPForms option form the results that show up.

Select-WPForms-as-the-Trigger-App-in-Zapier

Since you have selected WPForms, Zapier will show trigger options under Choose Trigger Event.

Now click on the Continue button to since there is only one trigger option available for WPForms.

The New Form Entry is the only available trigger option for WPForms.

Trigger-options-for-WPForms-in-Zapier

At this point you will now connect Zapier to WPForms on your website.

You can do this by simply clicking on the Sign in to WPForms button.

Click-the-Connect-an-Account-button-in-Zapier

Once you are signed into WPForms, an overlay will appear where you will need to add your API key.

You can find your API ley in the window/ tab where you kept your WPForms Settings open earlier on in the first step.

Simply copy and paste the API key.

Then go ahead and full out all the required information in the Website field.

Include the full URL of your website as well as the trailing slash (i.e.: http://example.com/).

You can then click the Yes, Continue button to proceed.

Connect-your-site-to-Zapier

You will then be prompted to select an account to use for your zap.

Then click on the dropdown menu to select your site and tap on the Continue button to proceed.

Choose-an-account-in-Zapier-1

A Customize form entry step will then appear. Go ahead and choose a form you would like to use and click the Continue button.

Customize-form-entry-in-Zapier

In the next step you will be able to pull in sample entries to test your connection using the Find My Data option.

It is however recommended that you go about this by selecting either the Test & Continue or the Test & Review button before continuing.

That way you will be able to ascertain whether the connection is fully connected or not.

You should also make sure that the form you selected in the previous step contains atleast one entry for the test to actually work.

Test-your-account-connection-2

Once you select Tests and Review you should see your form entries populate in a few moments.

You can then expand the entire and review them to ensure that all the data pulled in is accurate.

Once you are done reviewing the entries you can then click the Done Editing button.

Connection-test-was-successful-1

However if you click the Test and Continue button, you will simply proceed to the next step as long as all the settings have correctly been configured.

Once you are done checking your sample entries you will be prompted by Zapier to select Choose App and Event.

 

 

Once you select an app Zapier will then guide you through the steps to pass form data to your preferred service.

All the remaining steps will vary based on the specific service you integrate with.

Zapier supports integrations with over 3000 + web apps.

This makes it possible to connect your forms to any services supported by the Zapier addon.

For any assistance with using Zapier from creating zaps to troubleshooting error codes in zaps you can always check out their support page here.

 

 

 

 

 

 

 

 

 

 

 

 

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