Want an easy way to connect dozens of your favorite applications? As modern business owners, you’ve got an arsenal of different tools at your disposal. But sometimes, using them all at once can be a bit tricky. Who wants lots of different tabs open, with several websites to refer to all day? If you use different tools and website together, you might be looking for a way simplify your workflow. Say you want your form entries to create new Salesforce leads. Normally you’d have to copy the information over manually. Things can get messy pretty fast if you don’t have an efficient solution. It’s easy to lose your place, forget things, or misplace data along the way. That’s where Zapier comes in. The Zapier add-on is included in the Formidable Forms Business license. Zapier is a web-based service that uses app integration and automation to clean up your workflow. Zapier works by moving information from one application to another, the easy way. If you’re tired of having to move information over manually, this is the tool for you. All you need to do is perform the initial setup and Zapier will take it from there.
What can I do with Zapier?
Here are just a few examples of the kind of things you can automate with Zapier:
- Automatically insert a row on a Google sheets
- Connect your forms with a Google Calendar
- Post on social media platforms
- Copy files uploaded in a form to Dropbox
- Set up Slack notifications for your team or community
- Automatically create new tasks in Asana or Trello
- Create new contacts in Infusionsoft and Keap
- Create deals with Pipedrive
- Add new customers in QuickBooks
- Update or create items in Podio.
All of these can be triggered by a simple form entry. It means that if you need to add a contact to a database or an email list, Zapier can be set up to take care of it for you. Zapier can be used in conjunction with your email inbox or email marketing. Think smart email workflows and a better way to manage your inbox.
Why use Zapier with Formidable Forms?
The Zapier add-on for Formidable Forms makes your forms easier to integrate with other apps. If you’ve found yourself copying over form entries to a spreadsheet, there’s a much easier way! One of the most popular integrations we see is between Formidable Forms and Google spreadsheets. With this integration, you can set a new form submission to trigger a new row creation in a Google sheet automatically. That way, you don’t have to separately load your spreadsheet and manually enter the new information. In the future, you can set this to happen automatically. So, you won’t even have to lift a finger.
How to use Zapier with WordPress forms?
All you need is a Zapier account and a Formidable Forms Business or Elite license to connect to your WordPress website. It’s as simple as installing the add-on and integrating the two apps through an API key. Then, all you need to do is Create a Zap to link the two chosen processes up. Imagine an app that can handle all the stuff behind the scenes? That’s what Zapier is great for. It leaves you free to spend your time elsewhere on your business. Get started with Formidable Forms and Zapier today!