- Paid/versioned account: Requires a Gravity Forms' Pro or Elite License
- Partner’s documentation: https://docs.gravityforms.com/category/add-ons-gravity-forms/zapier-add-on/
Getting started with Gravity Forms on Zapier is a bit more work than most apps on Zapier since you have to make sure you have your WordPress installation setup just right, but if you follow the steps here you shouldn't have any problems at all.
- Gravity Forms v1.7.5+ Developer License
- WordPress v3.5+
The Zapier Add-On can be installed from the Add-On manager within Gravity Forms in your WordPress Dashboard.
To install manually follow the directions below:
- Download the add-on plugin.
- Upload the plugin folder and files via FTP to your wp-content/plugins folder OR upload the plugin zip file via the “Add New” plugin menu in WordPress.
- Activate the “Gravity Forms Zapier Add-On” plugin you just uploaded.
After you have installed and activated the Zapier Add-On there is pretty much nothing you need to do until you are ready to integrate a form with Zapier. There are no global settings or API keys that must be configured.
The Zapier Settings page that appears within the global Settings in Gravity Forms is only for uninstalling the Zapier Add-On and it's associated data in your WordPress database. Zapier integration takes place primarily on the Zapier site itself and then from within the Form Settings of a form you would like to integrate with Zapier.
The first step in integrating with Zapier is going to be creating the form you would like to use to integrate with Zapier. This can include existing forms. It's best for the form you want to integrate with Zapier to already exist so that when you integrate that form with Zapier the list of fields associated with that form are up to date when you are configuring your Zapier settings on the Zapier site.
Connecting Gravity Forms to Zapier works a bit differently. First up is setting Gravity Forms as the trigger for your Zap. Then on Step 2 you'll be prompted to paste a Zapier URL into Gravity Forms.
Once you have the Zapier URL, jump into your WordPress admin and navigate to the settings for the form you want to use as your trigger and paste that url into the Zapier portion like so:
If your form does not have any submissions yet, go ahead and submit at least one sample submission.
Once you've done this and saved the settings in Gravity Forms, go ahead and switch back to Zapier and click "Continue."
From there you should be good to go!