#how to install and use zapier addon with wpforms | Explore Tumblr posts and blogs

sourabhdubey007 · 5 years ago

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Best Plugins for Contact Us Page

Wondering how to add contact forms on your WordPress site? It’s easy with a WordPress contact form plugin! But choosing the right plugin can be a tiring job, given the presence of thousands of WordPress form plugins on the market. Take a moment to think about how your site has evolved over the years and whether your contact form is still living up to your expectations. But as my website has grown, my needs have too. Are you looking to add a contact form on your WordPress site? Not sure which one of the 1625+ WordPress contact form plugins to use? In this article, we have hand-picked the 5 best contact form plugins for WordPress and compared their pros and cons, so you can easily add a contact form in WordPress. I need a contact form that does more than accept simple messages. This is one of the reasons why email is still one of the most convenient and reasonable ways of communicating and why it should be an option for business websites. An email form allows customers to shoot off a quick message and respond at their own convenience. Plus, contact forms let you direct the emails to the proper department for response. Before we look at some of the best contact form plugins, it’s important to know what features a quality contact form should have.

Contact Us Page – Contact People allows you to easily transform your themes dull and boring contact us page into a stunning and vibrant, ultra-professional Contact Us Page not only for your General sites contact us but for individual profiles. The first thing the plugin does is allow you to create an unlimited number of profiles. Profiles can be anything you want – People, Head Offices, branch Offices. Profile card are displayed in rows on the Contact Us Page under the Google map if you have activated the map.

USAGE

Install and activate the plugin

On wp-admin click on Contact Us menu

Profiles Menu > Add New, Add some profiles.

Settings Menu > Contact Us Page tab where you will find the plugins general settings

Settings Menu > Profile Card tab where you style the profile cards

Settings Menu > Profile Email Tab where you style the contact form

Settings Menu > Contact Us Widget tab where you set layout and content for the widget

WordPress Appearance Menu > Widgets and add contact widget to sidebar.

WordPress Appearance > Menus and add the Page Contact Us page to your menu.

Enjoy your dynamite looking contact us page.

Contact Form by WPForms – Drag & Drop Form Builder for WordPress

When it comes to adding forms to a website, WordPress users are spoilt for choice. However, many of the more powerful options are also, unfortunately, too complicated for beginners to get to grips with. That was, at least, until the release of one of the newest additions to the WordPress forms plugin space. The free version of WPForms has a number of basic form fields to choose from, along with a prebuilt contact form template. This template is ready for customization through the drag-and-drop form builder, although those seeking a standard contact form will be able to save their form and publish it on their website with no customization necessary. There are two other templates in the free version of WPForms Lite, including a ‘newsletter signup’ form and ‘suggestions’ form. WPForms to adapt to your workflow and allow you to create custom contact forms in minutes. By using our easy to use drag and drop online form builder, you can easily add custom form fields, rearrange them, and basically create a complete contact form in 5 minutes or less.

Features

Drag & Drop Contact Form Builder

Pre-Built Form Templates

Mobile ready, seo friendly and optimized for speed

· All the fields & features you need to succeed

· Surveys & polls

· Membership and default wordpress forms

· Payment form, donation form, booking form, and more

· Forms that are optimized for conversion and results

· Easy to customize and extend

Spam Protection – WPForms utilizes smart CAPTCHA and Honeypot method to stop spam contact form submissions.

Instant Form Notification – Quickly respond to incoming inquiries with our instant contact form notification system.

Smart Form Confirmation – Show a custom success message, or redirect users to a custom thank you page.

File Uploads – Collect files and media through your contact forms with File Uploads.

Multi-Page Forms – Split long forms into multiple pages with progress bar to improve user experience.

Smart Conditional Logic – Show or hide fields and contact form sections based on user behavior.

Signature Forms – Create signature forms or add the signature field to your contact form, application form, booking form, etc.

User Registration Forms – Create custom user registration form and custom login form in WordPress.

Post Submissions – Collect user-submitted content in WordPress with our front-end post submission form. Great for guest posts, testimonials, business directory, listings, etc.

Geolocation – Display location information about your users.

Custom Captchas – Create custom captchas for your contact form.

Surveys and Polls – Easily create surveys forms and analyze the data with interactive reports.

Form Abandonment – Unlock more leads and grow your business with partial-form submission.

Form Locker – Manage form permissions and add access control rules including password-protected forms, members only forms, limit contact form entry per person, close form after specific date / time, etc.

Offline Forms – Let your visitors save their entered data offline and submit when their internet connection is restored.

Form Landing Pages – Create “distraction-free” form landing pages to boost conversions. Great Google Forms and Wufoo alternative.

Conversational Forms – Interactive form layout that makes your form feels more human and boost overall completion rate. Great for surveys and registration forms. Perfect Typeform alternative for WordPress without the high costs.

PayPal Payment Forms – Create PayPal forms to easily collect payments, donations, and online orders.

Stripe Forms – Easily collect credit card payments, donations, and online orders with our Stripe addon.

Mailchimp Forms – Create Mailchimp newsletter signup forms in WordPress and connect with your contact form to grow your email list.

AWeber Forms – Create AWeber newsletter signup forms in WordPress and connect with your contact form to grow your email list.

Campaign Monitor Forms – Create Campaign Monitor newsletter signup forms in WordPress and connect with your contact form to grow your email list.

GetResponse Forms – Create GetResponse newsletter signup forms in WordPress and connect with your contact form to grow your email list.

Constant Contact Forms – Create Constant Contact newsletter signup forms in WordPress and connect with your contact form to grow your email list.

Drip Forms – Create Drip newsletter signup forms in WordPress and connect with your contact form to grow your email list.

Zapier Addon – Connect your WordPress forms with over 1000+ apps. Route your contact form data to your favorite CRM, email marketing service, etc.

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wandajouellette · 5 years ago

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How to Upload Files from a WordPress Form to Google Drive

Do you want to send files from a WordPress contact form to Google Drive?

Normally, your form plugins will upload any files directly to your WordPress site. However, you may want to automatically upload them to Google Drive as well for safekeeping and easier sharing.

In this article, we’ll show you how to easily upload files from a WordPress form to Google Drive.

Why Upload Files From Your WordPress Form to Google Drive?

Normally, you can use your WordPress form builder plugin to add a file upload field and keep the uploaded files on your website.

But what if you wanted to share the uploaded files with someone who does not have access to the WordPress admin area?

This is where Google Drive comes in. Google Drive allows you to store files on the cloud and easily share them with anyone. It also allows you to easily access files from any device without logging into your WordPress site.

For instance, if you create a job application form and ask for resumes, then you can automatically upload those files directly to Google Drive and share it with others in your team.

Another scenario is when you run a contest where users upload photos or submit articles to participate.

Sending those submissions directly to Google Drive saves disk space on your website. At the same time, it keeps those files safe in a remote cloud location.

That being said, let’s take a look at how to easily send WordPress form uploads to Google Drive.

Creating and Preparing Your WordPress Form in WPForms

For this tutorial, we will be using WPForms. It’s the most popular contact form plugin for WordPress with over 3 million active installs. It comes with a simple drag and drop interface that lets you easily create any kind of form.

Then, we are going to use a tool called Zapier to connect WPForms with Google Drive.

Zapier acts as a bridge to send data between two different apps, without you needing to use any code. It seamlessly integrates with over 2000+ apps.

Note: You need the Pro version or higher to access the Zapier addon for WPForms.

Creating a File Upload Form in WPForms

First, you need to install and activate the WPForms plugin on your website. For more details, see our step by step guide on how to install a WordPress plugin.

Next, you need a form that your website visitors can use to send you files. If you don’t already have a form set up, check out our step by step guide on creating a file upload form in WordPress.

Important: This method will only work with a single file. It will not work with multiple files from one form submission.

Once you have set up your form, you need to add it to your website. To do this, simply edit the post or page where you want the form.

On the post edit screen, click on the + button to add a new block. After that, search for the WPForms block and add it to your content area.

Then, publish your page or post to put your form live. Once you’ve done so, go ahead and create a test entry. This will be used to set up and test the connection between WPForms and Google Drive.

Here’s our test entry:

Preparing to Connect WPForms with Zapier

We are going to use Zapier as a bridge between WPForms and Google Drive. To do this, you need to install and activate the WPForms Zapier addon.

In your WordPress admin, go to the WPForms » Addons page and find the Zapier addon. Go ahead and click the ‘Install Addon’ link to install and activate it:

Next, you need to visit the WPForms » Settings » Integrations page. Simply click on the Zapier logo to get your Zapier API key. You will need this in order to connect Zapier with WPForms.

Copy the API key somewhere safe or keep this tab open. You will need the API key in a later step.

Creating a Zap to Send Files from Your Website Form to Google Drive

Once you have your form ready, go to the Zapier website. You need to create a free account or log in to your existing account.

In your Zapier dashboard, simply click the ‘Make a Zap’ button to get started. This will open the configuration wizard.

Note: Zapier uses the word ‘zap’ for a process with a trigger and an action. Our trigger will be a visitor filling in the form, and our action will be sending the file(s) attached to the form to Google Drive.

At the top of the screen, you need to choose a name for your zap. Once you’ve done that, it’s time to set up the trigger.

First, you need to select WPForms in the ‘Choose App & Event’ box. Just type ‘WPForms’ into the search bar to find it:

You will now be prompted to select a trigger event. This will default to ‘New Form Entry’ so all you need to do here is click the ‘Continue’ button.

Now, Zapier will ask you to sign into WPForms. Go ahead and click the ‘Sign in to WPForms’ button.

You should then see a popup window. Here, you need to enter the API key that you found earlier.

You also need to add your website’s URL (domain name).

After you’ve entered those details, just click on the ‘Yes, Continue’ button to move on.

Next, Zapier will ask you to select your file upload form from a dropdown list. Go ahead and click on the name of your form:

Once you’ve selected the correct form, you need to click the ‘Test trigger’ button to make sure that Zapier has connected to your form correctly.

After clicking that button, you should see a message that Zapier has found a test entry. You will see the data on the screen:

Click the ‘Continue’ button to move on to the Action part of the Zap. Here, you need to choose your second app, Google Drive.

Next, you will see the dropdown for choosing an action event. Here, you need to select the ‘Upload File’ option and then click to continue.

Zapier will now prompt you to sign into your Google Drive account:

Once you’ve done so, click the Continue button to move on:

Now, it’s time to set up where you want the files to go in your Google Drive. Simply click on the Drive dropdown to select whether you want to use your personal drive or a shared drive.

Then, click on the Folder dropdown to select the folder you want to use.

Next, you need to tell Zapier which file(s) to upload. Under the File dropdown, select the upload field on your form:

After that, you can leave the other settings blank and click the continue button to move on.

Zapier will now prompt you to test your Zap by sending an upload file to Google Drive. Simply click the Test and Continue button to do so:

This will send Google Drive the files you uploaded in your test form entry. Go ahead and check your Google Drive folder for the files:

Once you’re confident that your zap is working as intended, simply click the ‘Turn on Zap’ button to make it live:

Now, all files sent through your file upload form will automatically be uploaded to your chosen Google Drive folder.

WPForms will always keep a backup of all files on your WordPress hosting account in case the Zapier API experiences any outages.

Please keep in mind that if you get a lot of form submissions with large files, then this will take up increased storage space in your Google Drive. In our business, we use G Suite Business plan to get Unlimited storage space.

We hope this article helped you learn how to upload files from a WordPress form to Google Drive. You might also like our article on how to use user generated content to grow your business, and our collection of the must have WordPress plugins for all sites.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Upload Files from a WordPress Form to Google Drive appeared first on WPBeginner.

from WPBeginner https://www.wpbeginner.com/wp-tutorials/how-to-upload-files-from-a-wordpress-form-to-google-drive/

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wandajouellette · 5 years ago

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How to Get Slack Notifications From Your WordPress Site

Do you want to get Slack notifications based on certain activity on your WordPress site?

Slack has become a central communication platform for many online businesses. Having activity notifications like new sales, new leads, new blog posts, etc. inside Slack can be helpful in streamlining your business workflows.

In this article, we’re going to show you how to easily get Slack notifications from your WordPress site.

Why Get Slack Notifications From Your WordPress Site?

Getting Slack notifications for key events on your WordPress site lets you keep everyone informed and even respond to certain things quickly.

For instance, you might want to get a Slack notification when your site’s contact form is completed. Or you may want a notification if a product in your online store is low on stock.

We’re going to take you through several different ways to set up Slack notifications from your WordPress site.

You can simply use the navigation links to jump straight to the section you want.

Get a Slack Notification When a New Post is Published (Slack’s RSS App)

Setting Up the Slack Notifications Plugin

Get a WooCommerce Sales Notification in Slack (Slack Notifications Plugin)

Get a Slack Notification for Plugin Updates (Slack Notifications Plugin)

Get New Comment Notifications in Slack (Slack Notification Plugin)

Get a Slack Notification When a WordPress Contact Form / Lead Form is Submitted (Zapier)

Get a Slack Notification When a New Post is Published

If you run many WordPress blogs like we do, then you may want to keep your team informed on all the new article updates that are going live.

Alternatively, you may want to keep your team briefed on all the new things happening in your industry (competitor updates, thought leaders, etc).

This is where Slack notifications can help. You can simply create a new channel that gets RSS feed updates from your favorite sites.

First, go to the RSS app page in Slack’s App Directory then click the ‘Add to Slack’ button.

Next, click the ‘Add RSS integration’ button.

Now, you need to enter the URL of the feed you want to add and choose which Slack channel you want to post notifications to. Once you’ve entered these details, click the ‘Subscribe to this feed’ button.

The app will then fetch and display your RSS feed title on screen.

If you run multiple WordPress sites, then you can add more feeds as needed.

Tip: You don’t have to own the RSS feed. You could use the RSS app to keep an eye on your competitors’ sites or stay on top of news from other blogs in your industry.

You will now automatically get a notification in your chosen Slack channel when a new post is published. The app checks for new items every few minutes, which means these notifications may not appear instantly.

Setting Up the Slack Notifications WordPress Plugin

If you want Slack to notify you about new posts, comments, WooCommerce orders, and other activity on your site, then you need to use the Slack Notifications plugin.

First, you need to do install and activate the Slack Notifications plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, click the Slack Notifications link at the bottom of your WordPress admin sidebar. You will see the Slack Integration page.

apps page on Slack and click the ‘Create an App’ button:

Next, enter a name for your app and choose your workspace from the drop-down list. Then, go ahead and click the ‘Create App’ button:

You’ll now see a page titled Basic Information. Here, you need to click on the ‘Incoming Webhooks’ section.

On the next screen, switch the ‘Activate Incoming Webhooks’ slider to the ‘On’ position:

After that, you need to scroll down the page and click on the ‘Add New Webhook to Workspace’ button:

Slack will now prompt you to select the channel from a drop-down list. You need to click the ‘Allow’ button to give the app permission to post to it:

You will now see the previous page again, with your webhook in place. Simply copy this or leave the tab open, as we will need it in a moment.

Now you need to switch back to your WordPress site’s Slack Notifications settings page. On this page, go ahead and copy / paste the webhook URL you created earlier, enter the default channel, and the bot name that you want to use.

After that, you need to scroll down the page and click on the ‘Run Test’ button at the bottom.

You should get a notification into your Slack channel like this. The app will have the name you gave it when setting it up in Slack.

Don’t forget to click the ‘Save Settings’ button at the bottom of the page, too.

The Slack Notifications plugin is correctly connected. The next step is to set up notifications from your WordPress site.

To set up any notification, you need to go to Slack Notifications » Notifications in your WordPress admin. Click the ‘Add New’ button at the top of the screen:

We will go through several different useful options that you may want to use.

Get a WooCommerce Sales Notification in Slack

Are you running an online store with WooCommerce? Typically you can setup new sale notifications via email, but did you know that you can setup WooCommerce sales notification in Slack too?

With the Slack Notifications plugin, you can get a message to your chosen channel whenever a new WooCommerce order comes in.

First, make sure you’ve followed the instructions above to set up Slack Notifications correctly.

Then, simply set up WooCommerce notifications by going to Slack Notifications » Notifications and clicking on the ‘Add New’.

You’ll see several drop-downs. Go ahead and set ‘Notification Type’ to ‘WooCommerce’ and leave ‘Notification Options’ set to ‘New Order’. After that, click the ‘Save Notifications’ button.

You should now get a notification in Slack whenever a new order comes in. This will include the order ID, status, total, and payment method. It will also include the item(s) purchased.

Note: The notification will not include any personal details such as the customer’s name or address.

Get a Slack Notification for Plugin Updates

Outdated plugins can be a serious risk to the security of your WordPress site. As a business owner, sometimes you might get busy and forget to update plugins, especially if you run multiple websites.

The Slack Notifications plugin lets you get a notification whenever a plugin needs updating.

First, you need to install, activate, and set up the plugin, as shown above. Then, go to Slack Notifications » Notifications in your WordPress admin and click the ‘Add New’ button.

For the ‘Notification Type’ select ‘System’ and for the ‘Notification Options’ select ‘Plugin Update Available’. After that click, Save Notifications button.

You’ll receive a notification in Slack whenever a plugin needs updating:

Note: You can also set up an alert for theme updates and core WordPress updates in the same way.

Get New Comment Notifications in Slack

The Slack Notification plugin also lets you easily get notified of new comments on your WordPress site.

Simply install, activate, and set up the plugin, as shown above. Then, go to Slack Notifications » Notifications in your WordPress admin and click the ‘Add New’ button.

Next, you need to set the Notification Type to ‘Comments’. The Notification Options drop-down should default to ‘New Comment’. After that, simply click the ‘Save Notifications’ button at the bottom.

You’ll now receive a notification in Slack for each new comment on your site. This will include a link to the post being commented on, the commenter’s name and email address, and the text of their comment:

There are lots of other ways you could use the Slack Notification plugin to stay aware of what’s happening on your WordPress site.

For instance, you could get a notification every time a page is updated, every time a new post is scheduled, and so much more.

Get a Slack Notification When a WordPress Contact Form / Lead Form is Submitted

Often business owners want to immediately respond to new sales / lead form inquiries. You can connect just about every WordPress contact form to Slack using a tool called Zapier.

Zapier is like a bridge that lets you connect two apps, such as WPForms and Slack. It works with over 2,000 different apps. For the sake of this example, we’ll use WPForms which is the #1 rated WordPress form plugin.

First, you’ll need to install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Note: you’ll need at least the Pro version of WPForms to use the Zapier addon.

Upon activation, go to the WPForms » Settings page to enter your license key. You will find the license key in your account section on the WPForms website.

Next, go to the WPForms » Addon page. Find the Zapier addon, then go ahead and install and activate it.

Once you’ve installed that addon, go to the WPForms » Settings » Integrations page. Simply click on the Zapier logo here, and you’ll see your Zapier API key.

You need this to connect Zapier and WPForms, so copy it somewhere safe or keep this tab open in your browser.

You then need to set up a form and submit a test entry. We’re going to use the ‘Suggestion Form’ template as the basis of our form.

You can follow our instructions on creating a form in WPForms for help getting your form set up.

You will also need an account with both Zapier and Slack. In your Slack workspace, you need to add the Zapier app.

Then, you can create your Zap. Login to Zapier and click the ‘Make a Zap’ button on the top-left to start the configuration wizard.

In Zapier, a ‘zap’ is a process with a trigger and an action. Our trigger will be someone completing the form, and our action will be to send a Slack message.

At the top of the screen, go ahead and give your zap a name. After that, we need to set up the trigger.

In the ‘Choose App & Event’ box, simply type ‘WPForms’ into the search bar and click on the WPForms icon that appears.

Zapier should automatically fill in the trigger event ‘New Form Entry’, so you just need to click the ‘Continue’ button.

You’ll then be asked to log in to your WPForms account. Simply click on the ‘Sign in to WPForms’ button:

Next, you’ll see a popup window. Here, you need to copy the API key from WPForms that you found earlier. You also need to enter the URL (domain name) of your website. Once you’ve entered these, click the ‘Yes, Continue’ button.

On the next step, Zapier will ask you to choose your form from a drop-down list. Just click on the form that you want to use, then click the ‘Continue’ button.

You will now be prompted to test your trigger. Click the ‘Test trigger’ button so that Zapier can look for your test entry.

Once Zapier has found your test data, go ahead and click the ‘Continue’ button.

For the ‘Do this’ action part of the Zap, you need to choose Slack as your app. Simply type ‘Slack’ into the search bar and then click on the Slack app:

Next, you need to choose your Action Event. We’re going to choose ‘Send Channel Message’ here.

Tip: There are several other actions you could choose instead. For instance, you could trigger a direct message or a reminder.

Now, click the ‘Continue’ button. You will then be prompted to sign in to Slack. Simply follow the on-screen prompts to sign in and give Zapier permission to access your Slack workspace.

Once you’ve connected your Slack account, click the Continue button again to move on.

You’ll then be prompted to pick a channel from the drop-down list. We’ve chosen ‘website’ for ours.

Next, you’ll need to enter the text for the notification.

You can include the details of the form submission, as we’ve done here. When you click on the box, you’ll see your form fields in a drop-down below. Go ahead and add whichever fields you want to the message.

Tip: The name of the fields will not be included in the Slack notification. We have added some text before each field to help make the message clear.

Now, you need to give your bot a name. You may also want to choose an emoji. You can leave the other options as their defaults.

Once you are ready, click the ‘Continue’ button to move on.

It’s time to try out your app. Go ahead and click the ‘Test & Review’ button.

Zapier will send your test data to Slack. Go ahead and check Slack to see if your message came through as expected. If there is anything you want to change, you can go back and do so.

Once you’re happy with the Zap, simply click the ‘Turn on Zap’ button.

You may also want to send a new test entry through your form to ensure it appears correctly in Slack. Here is our Slack channel with our first test message plus a second one submitted after the Zap was turned on:

You can use Zapier to connect just about every email marketing service, marketing automation tool, and other business tools with each other as well as Slack.

The process is roughly similar to what we have demonstrated above with WPForms.

When used properly, Slack Notifications can significantly streamline your workflow by centralizing all the important things inside the central communication platform for your business.

We hope this article helped you learn how to get Slack notifications from your WordPress site. You might also be interested in our articles on the best business phone services for small business, and the best live chat software to get more sales / improve support.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Get Slack Notifications From Your WordPress Site appeared first on WPBeginner.

from WPBeginner https://www.wpbeginner.com/wp-tutorials/how-to-get-slack-notifications-from-your-wordpress-site/

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wandajouellette · 5 years ago

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How to Create a Custom Airtable Form in WordPress

Do you want to make a custom Airtable form for your WordPress site?

Airtable is a data management tool that lets you create your own custom data-driven apps. Basically, you can collect data using a form on your website and use it to make spreadsheets, contacts list, booking calendars, and more.

In this article, we will show you how to create a custom Airtable form in WordPress.

Why Create a Custom Airtable Form in WordPress?

Airtable is a data management tool that allows you to create custom data-driven apps. You can use it to better visualize the data collected on your website using WordPress forms.

For instance, you can use your WordPress contact form data in Airtable as a CRM (Customer Relationship Management) tool.

It can also be used to manage leads captured by your WordPress forms. You can also use it to store data from user surveys on your website.

Basically, you can use data collected from your WordPress contact forms in Airtable to create custom apps, workflows, and tools for your business.

That being said, let’s take a look at how to easily a custom Airtable form in WordPress.

Creating a Custom Airtable Form in WordPress

To create our custom Airtable form in WordPress. we’ll first create a contact form using WPForms.

It is the best WordPress form builder plugin on the market and allows you to easily create any kind of form using a simple drag and drop interface.

After that, we’ll connect our form to Airtable by using a service called Zapier.

Zapier works as a bridge to connect two different apps without any code. You can use it with dozens of online apps, including WPForms and Airtable.

Ready? Let’s get started.

Creating Your Form in WPForms

First, you need to install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Note: that you’ll need the Pro version or higher to access the Zapier addon for WPForms.

Upon activation, go to the WPForms » Settings page to enter your license key. You’ll find the license key under your account on the WPForms website.

Next, you need to visit the WPForms » Add New page in your WordPress dashboard. This will launch the WPForms builder interface.

We’re going to use a simple contact form template with two additional fields for ‘Company’ and ‘Phone Number’.

Once you’ve set up your form, you need to add it to your WordPress website. Simply edit the post or page where you want to add the form.

On the post edit screen, click on the (+) button to add a new block. After that, search for WPForms block and add it to your content area.

For detailed instructions see our step by step guide on creating a contact form in WordPress.

After you have added your form to your website, go ahead and create a test entry. This will be used to set up and check the connection between WPForms and Airtable.

Here’s our test entry, with name, email, phone, company name, and a message:

Preparing to Connect WPForms and Zapier

We’ll be using Zapier to build a bridge between WPForms and Airtable. To do that, you need to install and activate the WPForms Zapier Addon.

In your WordPress dashboard, go to the WPForms » Addons page and find the Zapier addon. Then, go ahead and install and activate it.

Now, you need to go to the WPForms » Settings » Integrations page. Simply click on the Zapier logo here, and you will get your Zapier API key. You need this to connect Zapier to your WPForms account.

Copy the API key somewhere safe or keep this tab open, as you will need it in the later step.

Preparing to Connect Airtable and Zapier

Now you need to prepare Airtable to connect with WPForms via Zapier. To do that, You need an API key for Airtable. This lets you connect Airtable with Zapier.

Simply create an Airtable account or log into your existing account. Then, click the Account button in the top right. You will be taken to your Account page, where you just need to click the ‘Generate API Key’ button

Once you’ve generated your key, you need to copy and paste it somewhere safe for later on.

Creating Your Zap to Send Data From Your Website Form to Airtable

Next, go to the Zapier website. Here, you need to create a free account or sign in to your existing account.

In your Zapier dashboard, click the ‘Make a Zap’ button on the top-left to start the configuration wizard.

Note: In Zapier, a ‘zap’ is a process with a trigger and an action. Our trigger will be someone filling in the form, and our action will be to create a record in Airtable.

At the top of the screen, you need to give your zap a name, and then you can set up the trigger.

First, in the ‘Choose App & Event’ box, type ‘WPForms’ into the search bar. After that, simply click on the WPForms icon that comes up:

Now, you will be prompted to choose a trigger event. Leave this set to ‘New Form Entry’ and click the Continue button.

Zapier will ask you to sign in to WPForms. Just click the ‘Sign in to WPForms’ button here:

Now, you should see a popup window. You will need to enter your API key that you found earlier plus the URL (domain name) of your website:

Once you’ve done that, click on the ‘Yes, Continue’ button to move on.

Next, you will be asked to select the form you created earlier from the drop-down list.

Once you’ve selected the correct form, click on the ‘Test trigger’ button.

You should then see a message telling you that Zapier found a test entry. The data from this will be shown on the screen:

Click the ‘Continue’ button to carry on. You are now onto the Action part of the Zap, where you need to choose your second app.

Simply type Airtable into the dropdown and select it. Then, you will see the dropdown for choosing an action event:

The action event is simply what you want to happen when someone completes the form on your site. You need to select ‘Create Record’ here:

Now, Zapier will prompt you to sign into Airtable. Simply click the ‘Sign into Airtable’ button and then login.

You now need to enter the Airtable API key that you got earlier:

Now, you will see a Continue button. Just click this to carry on making your zap.

Next, you need to select your Base, which is short for ‘database’. You also need to choose your Table. We’re going to use our Sales CRM as the base and add our new contacts to the Contacts table:

You now need to tell Zapier which fields from your WPForms form should correspond to which columns in your Airtable table.

For all the applicable fields, simply select the correct field using your test data:

Once you’re done, click the ‘Continue’ button to carry on. Zapier will now prompt you to send a test record to Airtable, using your test data. You will see a preview of the data.

Click the ‘Test & Continue’ button. This will send the test data to your chosen table in Airtable, creating a new record:

Now, you simply need to click the ‘Done Editing’ button to finish creating your zap.

You may want to double check that the record has been correctly added to Airtable. To do this, simply go to your Airtable account, open the Sales CRM base then the Contacts table, and check for your test data.

If you need to change anything, just go back to the ‘Customize Record’ step and change which data goes into which column in your table.

The final step is to switch your Zap on by clicking the slider at the bottom of your screen.

Your zap is now running. All form entries through your connected form will be added to the Airtable table that you selected.

We hope this article helped you learn how to create a custom Airtable form in WordPress. To go further with growing your business, check out our guides to the best business phone services and the best plugins for business websites.

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from WPBeginner https://www.wpbeginner.com/wp-tutorials/how-to-create-a-custom-airtable-form-in-wordpress/

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