Integrating Gravity Forms with Zapier in WordPress: A Step-by-Step Guide
Published on Feb 28th, 2024
Integrating Gravity Forms with Zapier unlocks a world of automation for your WordPress site, helping you streamline workflows and enhance productivity. Here's how to set it up efficiently.
Prerequisites
Before you start, ensure you have the following:
- An active WordPress website
- The Gravity Forms plugin installed and activated
- A Zapier account
Step 1: Create Your Form
In your WordPress dashboard, navigate to 'Forms', click 'Add New', and construct your form with the necessary fields.
Step 2: Enable Webhooks
Within Gravity Forms, enable webhooks by selecting 'Webhooks' under the form settings and setting up a new webhook. This will be your connection point for Zapier.
Step 3: Set Up Zapier
- Log into your Zapier account
- Click 'Make a Zap'
- Choose 'Webhooks by Zapier' as the Trigger
Step 4: Configure the Trigger
- Select 'Catch Hook' in Zapier and copy the webhook URL provided
- Paste the webhook URL into your Gravity Form's webhook settings
Step 5: Test the Trigger
Submit a test entry on your Gravity Form to ensure Zapier catches the data.
Step 6: Choose an Action
In Zapier, after the trigger is set, choose the action your zap will perform with the form data, like adding to a Google Sheet or CRM.
Step 7: Activate Your Zap
Finalize your settings and turn on the zap. Your Gravity Form entries will now automate tasks through Zapier, saving you time and effort.
Applying these steps will ensure a seamless integration of your WordPress site's Gravity Forms with Zapier, amplifying your ability to manage form submissions with powerful automations.
Note: Gravity Forms and Zapier both offer extensive documentation and support should you encounter any issues during setup.
By following this guide, you'll not only boost your site's functionality but also improve your search ranking as users engage with your streamlined, automated processes.