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4 ways to automate Formidable Forms

By Hannah Herman · January 29, 2021
Formidable Forms logo with the app logos it can connect to.

If you need to collect information, a form is one of the easiest ways to do it. If your site runs on WordPress, Formidable Forms—a plugin that helps you create drag-and-drop forms with custom styling—is a great option for embedding them on your site.

With Formidable Forms, you and your visitors can submit and edit entries and posts from the front-end of your site. And when you have data, you can then display it with graphs and custom views.

Zapier is an automation platform that lets you connect Formidable Forms with other popular apps to automate your work and streamline tasks that take a lot of time, such as moving form data into other apps. You can automatically create new leads from form data, save attachments to your cloud storage app, and more.

Here are a few popular pre-made workflows—we call them Zap templates—to help you get the most out of Formidable Forms. To get started, just click on a template, and we'll guide you through the setup process. 

Create leads, contacts, or subscribers based on form submissions

Forms can be a great way to capture new leads or potential customers. But if thousands of people visit your site every day, you may be left with a lot of submissions to sort through and add to your CRM or marketing hub app. Instead of doing it by hand, you can use a Zap to automatically create a new lead, contact, or subscriber in the correct app whenever someone fills out your Formidable Form.

Add new Salesforce Leads from Formidable form entries

  • Formidable Forms logo
  • Salesforce logo
Formidable Forms + Salesforce
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    Your Formidable form can be a simple way to add new leads to your Salesforce database. Just use this integration to automatically add new leads whenever your site's contact form is filled out.

    Add contacts to Constant Contact from Formidable form entries

    • Formidable Forms logo
    • Constant Contact logo
    Formidable Forms + Constant Contact
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      Turn completed forms entries into contacts instantly with the Formidable to Constant Contact integration. Set it up, and when a new form is completed in Formidable, Zapier will create a new contact in Constant Contact. This automation paves the path for you to reach out to potential customers quickly.

      Add or update HubSpot contacts for new Formidable entries

      • Formidable Forms logo
      • HubSpot logo
      Formidable Forms + HubSpot
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        If those Formidable entries are going to end up on HubSpot anyway, why not directly connect the two apps with this integration? Once you've configured this one, every new entry on Formidable will send its data through Zapier to HubSpot, creating a contact or updating a match with the information so the details you need keep flowing through your pipeline reliably.

        Add new Mailchimp subscribers from new entries on Formidable

        • Formidable Forms logo
        • Mailchimp logo
        Formidable Forms + Mailchimp
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          Why slow your marketing down by waiting for manually added newsletter subscribers? Just flip the switch on this Formidable Mailchimp integration to automate the whole thing! Once it's active, a new Mailchimp subscriber will be added every time a new entry is received on Formidable, ensuring that your lists are always up to date and able to reach the widest audience possible.

          Send a follow-up email or text after you get a new form submission

          If your Formidable Form is an easy way for customers or prospects to get in touch, you probably want to make sure you're responding quickly. Instead of trying to stay on top of replies by hand, you can use a Zap that sends an initial response as soon as they've filled out the form. This way, you can confirm that you received their submission and let them know you'll be reaching out soon!

          Send Mailchimp Transactional templates from new Formidable entries

          • Formidable Forms logo
          • Mailchimp Transactional logo
          Formidable Forms + Mailchimp Transactional
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            Now that you've got your email templates all set up in Mailchimp Transactional, how are you providing the data to send them off? Don't slow yourself down by adding it manually—use this Formidable Mailchimp Transactional integration instead. Once it's up and running, it will trigger every time you receive a new entry on Formidable. That data will then be sent to Mailchimp Transactional, filling out your template with everything you need to fully automate all kinds of email delivery processes, so you can focus on everything else calling for you.

            Send Mailchimp Transactional email when Formidable form is filled out

            • Formidable Forms logo
            • Mailchimp Transactional logo
            Formidable Forms + Mailchimp Transactional
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              Quickly get in touch with people who've filled out your Formidable form—or send yourself an email notification—with this Zapier Mailchimp Transactional integration.

              Send an email from Gmail when Formidable form is filled out

              • Formidable Forms logo
              • Gmail logo
              Formidable Forms + Gmail
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                Quickly get in touch with people who've filled out your Formidable form—or send yourself an email notification—with this Zapier Gmail integration.

                Send Twilio SMS messages for new Formidable entries

                • Formidable Forms logo
                • Twilio logo
                Formidable Forms + Twilio
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                  Want to stay on top of your Formidable results, but can't afford to check them all the time? Use this Zap to receive notifications about them, wherever you are. Once it's active, you'll receive an automatic SMS through Twilio for each and every new entry added to Formidable. The Formidable Twilio integration will continue to trigger for every new entry as long as you leave it on, creating a reliable alert system with all the data you need to stay on top of things at a glance.

                  Save form attachments to your cloud storage app

                  Sometimes, you might give people the option to include a file or image when they fill out your form. These can be important to save, especially if—for example—you're using the attachments to offer better customer support or to mock up custom products. Instead of manually downloading and re-uploading them to a storage app, you can use a Zap that saves them to your favorite cloud storage tool instantly. 

                  Create files on Google Drive for new Formidable entries

                  • Formidable Forms logo
                  • Google Drive logo
                  Formidable Forms + Google Drive
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                    Need an easy and flexible backup and archival system for your Formidable information? Zapier automation can handle that the minute they come in. Once this Formidable Google Drive integration is active, a new text file will be created on Google Drive every time a new Formidable entry is received, containing all its data. From then on you can rely on complete and reliable records, safe in the cloud at all times.

                    Add files to Dropbox from new Formidable entries

                    • Formidable Forms logo
                    • Dropbox logo
                    Formidable Forms + Dropbox
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                      Want to keep your Formidable data safe on Dropbox, or perhaps share it with others? This Formidable Dropbox integration can make that happen for you automatically. Once you completely set it up, it will be triggered every time a new Formidable entry is received, creating a new text file on Dropbox with all the data you need. This will continue to happen as long as the Zap remains active, giving you the peace of mind and spare time to focus on more important work.

                      Create calendar events or to-do list items from form entries

                      Whether you need to schedule sales demos or hair appointments, a Formidable Form can be a great way to let customers or prospects set up time with you one-on-one. But how do you get appointments from the form submission and on to your calendar? A Zap can create custom calendar events based on the information in a form submission—with no extra work.

                      Add new detailed events on Google Calendar for new Formidable entries

                      • Formidable Forms logo
                      • Google Calendar logo
                      Formidable Forms + Google Calendar
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                        Using Formidable to track events and scheduling data? Why not create the actual items the moment you receive a new entry? This Formidable Google Calendar integration will take care of that for you easily: every new Formidable entry you receive will trigger a new detailed event on Google Calendar, complete with all the data you need. Set it up once, and from then on Zapier can handle all that scheduling, keeping you organized, up to date, and on time without having to worry about a thing.

                        Or, if you'd rather add form submissions to your to-do list as an action item, you can use a Zap to do that, too!

                        Create Trello cards from new Formidable entries

                        • Formidable Forms logo
                        • Trello logo
                        Formidable Forms + Trello
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                          If you're having trouble tracking all those new entries on Formidable, maybe it's time for a process with more actionable outcomes. This Formidable-Trello integration definitely fits the bill: once it's active, a new card will be created on Trello every time a new Formidable entry is received. From then on, all the information you need will be prepared automatically, giving you the structure you need to tackle the data as fast as it comes in without missing a thing.

                          Take your website forms to the next level

                          This is just the start of all that you can do with Formidable Forms and Zapier. Zapier supports thousands of apps, so you automate almost any task at work. Start building your Zap now and see what you can create.

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                          A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'