Adding forms to the website was far quicker than finding out how to use the form data. As described above, it is necessary to move from data between several apps to take further action in many scenarios.

With Zapier, a connector service, your forms can be quickly connected to various online apps, allowing you to extend their capabilities. Find out more about Zapier in WPForms by reading on.

What is WPForms?

WPForms is one of the most useful plugins when it comes to generating WordPress surveys. WPForms’ drag-and-drop form building allows users for their WordPress Website to produce dynamic surveys and forums.

As against other WordPress surveys, WPForms allows you to generate magnificent, sophisticated drag and drop surveys without the requirement of pricey yearly membership rates. Compared to other WordPress surveys, Not only does this plugin allow you to construct a form, you can automate it using the Zapier Addon.

To integrate easily with other CRM systems or applications. WPForms Zapier form is not available for free.

What is Zapier?

Zapier has allowed users to integrate several web applications to eliminate repetitive tasks and enhance seamless operations since its establishment in 2011. Support was given to Slack, Google Sheets, WP, Gmail, Google Drive, MailChimp, and many more.

You can instantly connect WPForms to more than 2,000 online apps with Zapier”s WPForms connection. After creating a connection, you may send WPForms data to other programs. For instance, attachments of Google Drive, submissions for email marketing tools, etc.

Benefits of Integrating Zapier and WPForms?

Zapier with WPForms integration has numerous benefits, including:

● It allows you to move form entries from WPForms to SalesForce leads.

● Zapier stores new form entries as contacts in HubSpot after they are submitted.

● New form entries are saved as contacts in Google Contacts as soon as they get entered.

● Forms get automatically entered into QuickBooks, and the customer is identified.

● New form entry information gets sent to the Slack channel via WPForms, which also notifies team members of the entry.

● According to the date and time supplied by the user during WPForms form submission, Zapier creates an event in Google Calendar.

● Data is sent from a web form to Google Sheets using this tool.

● YouTube videos are automatically uploaded by WPForms when fresh form submissions are received.

Workflow automation with Zapier and WPForms: Step-by-Step Instructions

Step 1: Purchase WPForms Plugin

Applications are comparable to WordPress plugins. You may add a contact form, slideshow, purchase cart, and more with these plugins. The first step with WordPress is the WordPress plugin to download and enable.

Plugins get installed in your WordPress dashboard by searching for them inside the plugin section. The manual installation of a plugin might involve FTP or the WordPress Plugin upload mechanism. Before you continue, you need to install the WPForms plugin.

Step 2: Activate the WPForms Zapier Addon

The Zapier plugin will be available after the installation of WPForms. Choose WPForms, then Addons from the WordPress dashboard.

When you find Zapier, you may start Zapier by clicking the button. You need to enable and install Zapier. The integration of Zapier is available now. A form must be attached to Zapier.

Step 3: Navigate to the Integration Tab

WPForms, then settings, integration is the right place to go after the addon gets installed. This tab has the Zapier option. It’s going to answer a simple tap.

For the Zapier and WPForms connection, there should be an accessible API key. Turn to the new tab when you keep the browser tab active.

Step 4: Login or Signup to Zapier

Zapier now gets connected to WPForms. The Settings & WPForms tab is available for the Integrations tab. In a new window, when you click Zapier’s arrow, the settings display.

Step 5: Create a Zap

You need to log in to Zapier first to start. You may define a Zap between two apps. In the top left-hand part of your screen, click on the black “+” button to make a zap.

Step 6: Select WPForms App

A new configuration window gets launched by hitting the “+” button. Please enter a name to Zap and select WPForms from the drop-down “Apps & Events.”

Step 7: Choose a WPForms Trigger Event

When Zapier selects WPForms, it gives all possible WPForms trigger options. For WPForms, just one trigger – “New form entry” – was supported by Zapier. Choose it in the box “Choose trigger event.”

Step 8: Initiate a connection between Zapier and WPForms

When you click the Continue button at Zapier, WPForms prompts you for your login credentials. The login procedure gets completed now that the WPForms tab has appeared in our browser.

Enter your Zapier API key at the moment.

Step 9: Enter the Zapier key API

The API key must get given to Zapier. It is in the Settings area under Zapier, under WPForms. Copy and paste the API key into this box. You also have to mention your website’s URL. You enter a URL in the right format. When everything’s ready, tap the red “yes proceed” button.

Zapier will prompt you to select an account to use when you are ready to run a ZAP. Click on WPForms in a drop-down menu and on the menu of selection after picking your size. A successful relationship between Zapier and WPForms is created by following the steps above.

Step 10: Select WPForms

Zapier will now identify WPForms on your website on its own. Choose the one for which a new form entry trigger is established, and then hit Continue to proceed.

Step 11: Test the Connection

Zapier may get used for testing your connection between the aforementioned form and Zapier. If at least one entry gets provided in your preferred form before the connection, testing at this time is not possible.”

Before starting the test procedure, please ensure that your selected form contains at least one entry or application form throughout the testing process. Zapier will pull the entries from the WPForms to this page.

Step 12: Choose App and Event

If you want to send the WPForms form to a different application, you will get asked to select the application via Zapier.

You need to provide the app name in this area to link WPForms to another application using Zapier.

WPForms + Zapier FAQ

Ques 1: Does the Zapier link with the form allows to deactivate at entry storage?

Yes, this can be. When setting up Zap in Zapier, there has to be one form entry. After this is complete, your entry storage will get deactivated.

Ques 2: Who has benefited from WPForms?

This plugin is ideal for owners, bloggers, developers, and photographers of companies. To develop custom WordPress forms, use WPForms.

Ques 3: What are the WPForms requirements?

WPForms is a plugin for WordPress. Only a WordPress site may utilize WPForms.

Conclusion

As described in this post, the automation of WordPress forms has to be understood and properly applied.

The post How to Automate your Work with Zapier and WPForms? appeared first on Useful Technology Tips.

Therefore, if you want to skyrocket your sales, emails are a better option to consider. However, to leverage email marketing, you will need to focus on the best strategies and tools proven to drive sales. Here, we will discuss the WPForms Elite and ActiveCampaign, as the most powerful email marketing tools. We will also offer a decisive step by step guide to integrating WPForms and ActiveCampaign for your WordPress.

ActiveCampaign

ActiveCampaign is an automated marketing, email marketing, and CRM solution designed to aid in the growth of small to mid-size businesses. ActiveCampaign is a useful software that helps marketers collect helpful information such as customer’s contact information, order details, and other information through tracking, site, and event tracking.

The software also tracks web visitor activities like purchases history, email opens, reads, and forwards, among other actions. Marketers and business owners use the information to build an email list, follow up their customers and leads at ease, and personalize their email marketing campaigns. Further, it helps marketers in split testing and email segmentation, which are among the essential actions to perform on an email marketing campaign.

In addition to that, ActiveCampaign is user friendly and easy to use. When integrated with other software such as WPForms, it offers your site visitors a great experience. Also, integrating is hassle-free.

WPForms

WPForms is a WordPress form builder plugin. The plugin comes in four different packages, both paid and free packages; elite, pro, plus, and basic. WPForms plugin is user-friendly and easy to use. It comes with prebuilt templates; hence the users do not have to have a tech or coding background. In addition to that, the plugin’s mobile responsive friendliness and security features make it even more popular among other WordPress plugins.

WPForms is the best plugin when it comes to email marketing. Due to the plugin’s simplicity and integration, business owners can create different forms that can help them interact with their site visitors, customers, and leads. Also, it is easier for the marketer to integrate the plugin with other addons such as ActiveCampaign.

Now that you know what ActiveCampaign and WPForms are let’s look at how to integrate them for your WordPress

How to Integrate WPForms and ActiveCampaign For Your WordPress?

Note that ActiveCampaign is available for WPForms Elite only. Therefore, you will need to upgrade to the elite package before integrating it.

Step 1: Install and Activate the ActivateCampaign Addon

The very first thing to do is to install and activate ActiveCampaigm Addon. As said earlier, you need to sign up for WPForms elite package to get access to ActiveCampaign. After signing up, go to WPForms, click on Addons and search ActiveCampaign addon. Click on install on locating the addon. You can activate or deactivate the addon by clicking on the status toggle beside the addon status.

Step 2: Create and Configure your Form

After activating ActiveCampaign, you can go ahead and start creating your forms. To create a new form, go to WPForms and click on Add New. Setup screens will appear where you will need to name the form. After identifying your form, click on Newsletter Signup Form. A simple form will be created. You can customize the form as you wish through drag and drop.

Step 3: Add GDPR Agreement Field

GDPR Agreement field helps you create a compliant form. The form gives your site visitors an option to agree with your storing of their personal information, which you might use later to send them promotional emails.

To add a GDPR Agreement field to your form, go to settings from WPForms and check the GDPR Enhancement checkbox. From the settings field, you can also enable or disable user cookies, the storing of user details and IP address and user agent on all forms.

Remember to save your work after customizing your form.

Step 4: Connect Your Form to ActiveCampaign

The other step after creating a simple newsletter form and adding the necessary fields is to connect it with ActiveCampaign. To join, click on Marketing, then ActiveCampaign. On the box that appears, click on Add New Account. A conversational box will appear. You will need to fill each field with the necessary ActiveCampaign account info before proceeding. On the domain named;

• ActiveCampaign Account Name – Enter the name of your account. You can enter any name you like.
• ActiveCampaign API URL and Key – On this field, you need to enter a unique API and key of the account you need to connect with your form. Note that each account has a unique key. To get the API and the Key of your account, you have to log in to your ActiveCampaign account and click on Settings. From the menu that appears, click on Developer and copy the API and the Key below the Developer Settings. Paste them to the ActiveCampaign API URL and Key fields, respectively.
• Event Tracking Account ID and Key – This field is optional. To get the Account ID and the Key, click on settings, from your ActiveCampaign account, then Tracking and turn ON the status toggle. Copy the event key that appears, and paste it to the respective field, and then click on the Event Tracking API link. Copy the numbers only, that appears with a text beside the term “actid” and paste them to the Event Tracking Key field and click on the Save button.

After filling all the fields, click on the Add button to connect your form with AtiveCampaign.

Step 5: Configure Your ActiveCampaign Form

The second last step from publishing your form is to set up your ActiveCampaign form. To set up, enter a name for your form and click on the OK button. Another settings menu with more fields will appear. You will require to fill-in each area. For example, under the domain named Select Account, choose the ActiveCampaign you have connected, under the Action to Perform field, you will select the action that should be taken when a user fills your form.

Step 6: Publish Your ActiveCampaign Form to Your WordPress Website

After setting up your ActiveCampaign form, the last thing to do is to publish it to your WordPress website. You can add your form on either web page, blog post, or sidebar widget. On this guide, we will publish on a web page. To add, got to the page you want to add on and click inside the page. In the search box that appears, type in “WPforms.” Click on Add WPForms and select your simple newsletter form and click on the publish button.

Conclusion

That is all you need to do to integrate WPForms Elite with ActiveCampaign for your WordPress. Although the combination is expensive, it is worth paying. If you want to skyrocket your sales, consider using the two most powerful tools for your marketing.

The post How to Integrate WPForms and ActiveCampaign on WordPress appeared first on Useful Technology Tips.