How To Automate Your Work with Zapier And WPforms

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Do you struggle with time management? Is your day filled with doing repetitive mundane online tasks that you wish could be done automatically for you? 

You don’t need to waste another second as Zapier is the best-automated tool on the market and better yet can be easily integrated with WPforms.

What is Zapier?

Zapier addon within WPforms is an automated tool used to connect popular applications such as Mailchimp, Gmail, and Google Slack just to name a few.

This easy-to-use tool allows you to connect two or more applications to automate repetitive online tasks that are taking up more of your time than they should daily.

You don’t need to worry about having any coding knowledge or web development skills as Zapier’s system is code-free.

The following example will help to illustrate how Zapier can get your tasks done faster. Let’s say you have a constant flow of email attachments that you would like to save to your Dropbox.

This means you would need to manually save each email attachment to your Dropbox. As you can imagine this will take up most of your extra time and energy that you might not have.  

However, by using Zapier, tasks such as the one in the example above can be automated to save immediately in your Dropbox each time you receive a new email attachment. 

Now I am aware that this example is pretty basic, but Zapier can automate more complex tasks.  

Some of these tasks could be having all your Facebook Lead Ads automatically copied to Google Sheets rows or even posting tweets across multiple Twitter accounts all at once.

The options are limitless as there are over 300 ways in which you can decide how to automate your work with Zapier.

Why do you need Zapier integrated into WPforms

Before I explain why you need Zapier, let me give you a brief explanation of what WPforms is.

WPforms is considered to be one of the best and highly valued Form Builders on the market.

They not only allow you to easily create forms with their drag and drop system but also allow you to create fully GDPR compliant forms.

This is possible through their GDPR agreement fields which can easily be added to your forms within seconds.

Hopefully, you are aware but if not GDPR is a law that has been written that protects EU citizen’s use of personal data. 

Their GDPR agreement fields allow you to track entries and consents given for the use of your user’s personal data.

These consents must be tracked and organized neatly in case of government authorities contacting you for proof of consent.

Not only can you make compliant forms you can now integrate Zapier with WPforms as an addon.

The integration for this could not be simpler and I will be sharing with you step by step on how you can do this later in the article.

The cost of creating your own integration without Zapier for a particular application that you enjoy using will not only be costly but also time-consuming. 

I say this because many applications require you to hire a web developer to place the codes needed to automate your tasks. 

Zapier was built to solve these problems, not create them. This is why Zapier integrates with many applications including WPforms that are valued and used by many people worldwide.

Filtering out time-consuming tasks within your workday may have been seen as something challenging to do in the past but with the Zapier integration in WPforms, it couldn’t be easier.

Having this automation tool working alongside you will streamline your processes and allow you more time to focus on other aspects of your business such as analyzing data, researching, and growing your business.

Step by Step guide on how to Integrate Zapier into WPforms 

Before following this step-by-step guide you need to make sure that you have the WPforms plugin installed and activated.

If you are not on a paid WPforms plan and are interested in one to gain access to your entries and consents to be GDPR compliant click here to find out more.

Now, let’s begin with integrating Zapier in WPforms:

Step 1: After installing and activating the WPforms plugin. Navigate to the plugin on the left column of your wordpress dashboard.

Step 2: Click on “Addons” if you don’t see any addons then click “refresh addons”.

Step 3: Then search for “Zapier” and click “install addon” after that it should say that the status is active.

Step 4: Then navigate to “Settings” in the WPforms plugin. From there click “integrations” and where it says Zapier click “see more”. You will then be able to see your API Key (Keep this browser open as you are going to need your API Key in a later step).

Step 5: From there you now need to understand that integrations made in Zapier are called “Zaps”. 

To integrate you would need to create a “Zap” to send information. 

To create a Zap you would first need to log into your Zapier account. If you don’t have an account don’t worry click here to create one for free.

Step 6: Once you are logged into your Zapier account you will need to click the Black “+” button in the top left-hand corner. This is used to create your Zap so add a name on the top left of that page.

Step 7: Next you would need to add WPforms as your first application. In the “Choose App and Event” tab search “WPforms”. Then click WPforms from the results that appear.

Step 8: Once you have selected WPforms then Zapier will display your trigger options under “Choose Trigger Event”. However, because WPforms only has one trigger option New Form Entry, you can click the “Continue button to proceed”.

Step 9: In the next step, you’ll connect Zapier to WPforms on your website. To do this click the “Sign in to WPforms” button.

Step 10: This is where you will add your API Key from “step 4” to connect.

Step 11: Next, you’ll need to fill out the “Website” field. Make sure you enter the full URL of your website and include the forward slashes “(i.e.: http://example.com/)”. 

When you’re done, click the “Yes, Continue button.

Step 12: Once your site is connected, Zapier will then prompt you to choose which account to use for your Zap. Click on the dropdown menu to select your site, and then click “Continue”.

Step 13: You will then see a customized form entry. Pick the form you would like to use and click “Continue”

Step 14: Zapier will then bring you to the “Find Data step. This will allow you to pull in sample entries to test your connection. I recommend you do this by picking the “Test and Continue” or the “Test and Review” button before continuing. This will ensure you know that it is working correctly. 

Important Note: The form you selected in the previous step needs to contain at least one entry for the test to work.

Step 15: If you picked “Test & Review”, then after a little while you should see your form entries. Once these appear, you can view the entry in more detail to be sure that all the data has been pulled correctly. After that click the “Done Editing button”.

Step 16: If you picked the “Test and Continue button” then Zapier will automatically take you to the next step only if everything is working correctly.

Step 17: After checking your sample entries, Zapier will ask you to “Choose App and Event”. This application is the service you would like to send your form entry details to.

Zapier has over 2,000 applications and services available. To find out more about their integration you can click here.

After choosing an application, Zapier will walk you through the steps to pass your form data to your chosen service. The steps remaining will depend on the service you integrate with.

Conclusion

As you have now read there are endless possibilities with the Zapier addon integration with WPforms.

This automation tool could be your way to saving time and money in the future. The struggle of having to spend countless hours manually doing your online tasks are over. 

Start using Zapier with Wpforms today and see how they can take your business to the next level.

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