Zapier and WPForms - an easy way to manage and automate form submissions on your website.
Zapier and WPForms are a great match for people with a Wordpress site that want to automate what happens after someone submits a form.
With Wordpress powering a staggering 39.5% of websites in 2021 there is a good chance you, the readers, fall into this group.
If you do, and if your business has any need for customers to fill in form on your website (like, basically, all of them, right?) then we’re going to go ahead and recommend you use WPForms to do this.
Why? Because apart from being a rock-solid form builder with all the bells and whistles you’d expect, they integrate with Zapier, meaning you can easily plug it in to the other apps your business uses.
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How to connect WPForms and Zapier
Getting setup is easy, and WPForms has written up this guide to help you.
In a nutshell, you first need to install and activate the Zapier addon. You’ll be shown your API key (which you need to remember) after which it’s time to head off to Zapier to build your zap.
Over in Zapier, create a zap and select WPForms as the trigger for your zap. Next you’ll be prompted to connect your WPForm accounts, inputting the API key you got earlier.
With that done, you’ll be able to select a form you want to watch for submissions and go from there to build the rest of your zap.
So, what can you automate with Zapier + WPForms
Basically anything - and we really mean that. Zapier connects with 3,000+ apps these days, with more added every week. So the chances of you finding all the other apps you business uses on that list is quite high.
But how about some specific ideas? Well, that depends on what processes make up your business day to day.
To suggest but a few broad ideas:
Create a Lead in Pipedrive
With all your lead’s details captured in a form, Zapier makes it easy to create leads and contacts in Pipedrive or any other CRM you use.
Create invoices on FreshBooks
Likewise, if people are placing orders via a form on your website, grab the details and create them an invoice automatically on Freshbooks or any other invoicing app. Moves like that get you paid quicker.
Create a contact in HubSpot
Most people have their contact forms routed to an email address, but why not add them in Hubspot as well, so you can keep track of who you’ve spoken to and what about.
Send text messages using TextMagic
Studies show that people pay more attention to an SMS than an email, so why not excite people that fill in your website form by sending them one. Services like TextMagic or others can take care of the technical side of this - connected by Zapier, of course.
Make a task in Asana
Keep on top of your todo list, by having form submissions translate instantly into tasks of tools like Asana. You’ll thank yourself later.
Get a Slack Notification
Who doesn’t love the thrill of a new ping in your company Slack. You can make that happen every time someone submits a form, making it quicker and easier for you to get to work on it.
Closing thoughts
Hopefully we’ve given you plenty of ideas to get started. If you do get stuck, feel free to reach out to us for help building your WPForms automations in Zapier.
Need the help of an automation expert? Contact us now.
