top of page

Step-by-Step Guide to Installing Gravity Forms Zapier Plugin

Published on Feb 28th, 2024

Integrate Your Forms Seamlessly: Installing Gravity Forms Zapier Add-On


If you’re looking to improve workflow automation on your WordPress site, integrating Gravity Forms with Zapier is an excellent choice. Zapier connects Gravity Forms with over 2000 web services, enabling you to automate tasks and enhance productivity. Here's a straightforward guide to installing the Gravity Forms Zapier plugin.


Prerequisites


Before you begin, ensure you have:



  • An active Gravity Forms license.

  • The latest version of Gravity Forms plugin installed on your WordPress site.

  • A Zapier account.


Installation Steps



  1. Download the Add-On:
    Log into your Gravity Forms account, navigate to the 'Downloads' section and download the Zapier add-on.



  2. Upload to WordPress:
    Within your WordPress dashboard, go to ‘Plugins’ -> ‘Add New’ -> ‘Upload Plugin’. Choose the downloaded file and click ‘Install Now’.



  3. Activate the Plugin:




After the installation is complete, click ‘Activate Plugin’ to enable the Zapier add-on on your site.



  1. Configure Zapier Feed:



  • Navigate to 'Forms' and select the form you wish to connect with Zapier.

  • Click on 'Settings' and select 'Zapier'.

  • Click 'Add New' to create a new Zapier feed.

  • Name your feed and follow the instructions to configure the integration with Zapier.



  1. Create a Zap:



  • Log in to your Zapier account.

  • Click ‘Make a Zap!’ and select Gravity Forms as the trigger.

  • Follow Zapier’s step-by-step process to choose an action from another service and finish setting up your Zap.


Testing the Integration


Once you've set up your Zap, it’s important to perform a test submission to ensure that the data flows correctly between Gravity Forms and the service you’ve integrated with Zapier.


Congratulations! You’ve successfully installed the Gravity Forms Zapier plugin. With this powerful integration, you can now streamline your data workflow and efficiently scale up your operations.


For further assistance or more detailed walkthroughs, don't hesitate to contact our development and technology consulting team.


bottom of page