Formidable Forms is a powerful, user-friendly WordPress plugin that allows you to create forms with ease. Whether you need simple contact forms, surveys, or complex data collection forms, Formidable Forms can help. It also provides advanced features like custom views, calculations, and integration with other apps. With its drag-and-drop form builder, even beginners can create professional forms without any coding knowledge.

What is Zapier?

Zapier is a web automation tool that connects over 5,000 apps, allowing you to automate repetitive tasks without writing any code. It works by creating “Zaps,” which are workflows that automate actions between different apps. Each Zap consists of a Trigger (an event that starts the workflow) and one or more Actions (the tasks that are performed once the Trigger occurs).

For example, a Trigger might be when a user submits a Formidable Form, and the Action could be adding that user’s information to your CRM, sending an email, or updating a Google Sheet. With Zapier, you can set up workflows that save time and reduce the need for manual intervention.

How to Integrate Formidable Forms with Zapier

Integrating Formidable Forms with Zapier is simple and can be done in a few easy steps. Here’s how to set it up:

Step 1: Create a Form in Formidable Forms

Before setting up the integration, you need to create a form in Formidable Forms. This could be a contact form, order form, registration form, or any other form that suits your needs.

• Go to your WordPress dashboard and navigate to Formidable → Add New.
• Choose a template or create your form from scratch.
• Add the necessary fields such as Name, Email, Phone Number, etc.
• Save the form once you’re satisfied with the setup.

Step 2: Connect Formidable Forms to Zapier

Next, you’ll need to connect your Formidable Forms account to Zapier:

• In your Zapier dashboard, click on Make a Zap to start creating a new workflow.
• In the Trigger section, search for Formidable Forms and select it.
• You’ll be prompted to sign in to your Formidable Forms account. Follow the prompts to authenticate the connection.
• Once authenticated, select the form you want to trigger the workflow.

Step 3: Set Up Your Trigger

After selecting the form, you’ll need to choose a trigger event. Common options include:

• New Entry: Triggers the workflow whenever a new entry is submitted in your selected form.
• Updated Entry: Triggers when an existing entry in the form is updated.

Choose the event that best fits your needs and test it to ensure the connection is working correctly.

Step 4: Choose an Action

Now that your trigger is set, it’s time to decide what will happen when the trigger occurs. Zapier gives you a wide range of action options. You can connect Formidable Forms with thousands of apps like Google Sheets, Mailchimp, Slack, Salesforce, and more. Here are some ideas:

• Add New Row to Google Sheets: Automatically add form submissions as rows in a Google Sheets document for easy tracking and analysis.
• Create a New Contact in Mailchimp: Add the form submitter as a new contact to your Mailchimp mailing list.
• Create an Event in Google Calendar: Automatically schedule a meeting or an event based on the information submitted in your form.
• Post a Message in Slack: Send an instant notification to your Slack channel when a new form submission comes in.

After selecting your desired action, you’ll need to authenticate the app you’re integrating with (for example, logging into Google Sheets or Mailchimp). Once authenticated, map the form fields from Formidable Forms to the corresponding fields in the action app.

Step 5: Test Your Workflow

Before finalizing your Zap, test the workflow to ensure everything is functioning correctly. Zapier will run a test to confirm that the trigger and actions are working as expected. If everything looks good, click on Turn on Zap to activate it.

Common Use Cases for Formidable Forms and Zapier Integration

Now that you know how to set up the integration, let’s take a look at some of the most popular workflows you can create using Formidable Forms and Zapier.

1. Lead Management:

When a user submits a form on your website (e.g., a contact or quote request form), Zapier can automatically add their details to your CRM system like HubSpot or Salesforce. This helps ensure you never miss a lead.

2. Order Management:

If you run an e-commerce store, you can automatically create new orders in your accounting software (like QuickBooks) whenever a customer submits a purchase form. This will save you time on manual data entry and reduce human error.

3. Email Marketing Automation:

Once a user fills out a newsletter or subscription form, you can use Zapier to automatically add them to your email marketing platform (e.g., Mailchimp or ActiveCampaign). You can even trigger specific email campaigns based on the form submission.

4. Event Registration:

Automate event registrations by connecting Formidable Forms to Google Calendar, Eventbrite, or Zoom. Whenever someone registers through your form, the details can be automatically added to your calendar or used to send them a confirmation email with event details.

Why You Should Use Formidable Forms and Zapier Together

The integration of Formidable Forms with Zapier opens up endless possibilities for automating tasks and improving your workflows. Here’s why you should consider using this powerful combo:

• Save Time: Automate repetitive tasks like data entry, email marketing, and notifications, so you can focus on what matters most.
• Increase Efficiency: With workflows running in the background, your team can be more productive and responsive.
• Reduce Errors: Automation eliminates the risk of manual data entry mistakes, ensuring more accurate and reliable results.
• Easy Setup: No coding knowledge is required. Both Formidable Forms and Zapier are designed to be user-friendly and intuitive.
• Seamless Integrations: Zapier supports over 5,000 apps, meaning you can connect Formidable Forms to virtually any tool you use in your business.