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6 ways to automate WPForms with Zapier

By Juliet John · December 19, 2024
The logos for WPForms, Google Drive, Twilio, and Salesforce.

If you're like most marketers, you'd give anything to make lead generation and management easier. And WPForms' versatile contact forms, you're well on your way. But creating a beautiful online form is only half the battle. After potential customers fill it out, you still need to review the submission, add the respondents' information into a database for tracking, follow up with them, and even update your team. 

That's where our automated workflows—called Zaps—come in. With Zapier, you can connect WPForms to other business-critical apps in your tech stack to streamline your lead management process and scale your lead gen efforts with ease. 

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Track form submissions in a spreadsheet

Once you add a contact form to your website, you need a way to track incoming submissions, extract the contact information, and organize the data so it's easy to share with your team. 

While you can manually export each form submission into a spreadsheet or Airtable database, you risk mistakes like missed or duplicate entries. Plus, if you're generating a high volume of leads, it becomes virtually impossible to keep track of every new form submission manually. 

Instead, use one of these Zaps to send new WPForms entries to a designated Google spreadsheet, Excel sheet, or Airtable database—all automatically. If your form includes custom fields like file uploads, you can also use a Zap to save them in a cloud storage solution like Google Drive. This way, you can organize form submissions and keep your data where it needs to be—in a secure, centralized place—without manual intervention. 

Save new WPForms entries to a Google Sheets spreadsheet

  • WPForms logo
  • Google Sheets logo
WPForms + Google Sheets
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    Need to see all your form entries at a glance, or sort through all the data you receive via WPForms? With the help of Zapier, you can save time by automatically sending each new form entry to a row in a specified Google Sheets spreadsheet. Now you can easily tally survey responses, analyze customer orders, and create visualizations of your data.

    Create records in Airtable for new WPForms form entries

    • WPForms logo
    • Airtable logo
    WPForms + Airtable
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      Feeling a little disorganized? Let's help you get on the right track with this integration, which will help you get info from form entries where they need to be. Just set it up once and new WPForms form entries will generate Airtable records. Now, you have a place to view, share, and organize important information.

      Add new form entries in WPForms to Microsoft Excel rows

      • WPForms logo
      • Microsoft Excel logo
      WPForms + Microsoft Excel
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        Organize incoming online form details in your spreadsheet effortlessly. This integration helps by automatically adding a row to a Microsoft Excel sheet when there is a new form entry in WPForms. It's never been so easy to organize your form entries.

        Save WPForms uploads to Google Drive

        • WPForms logo
        • Google Drive logo
        WPForms + Google Drive
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          Don’t let your WPForms file uploads just sit in your WordPress Media Library! Keep them safe with Zapier by automatically saving all file uploads to your Google Drive. Now you can save time by keeping your files organized and all in one place.

          Send messages from form submissions

          Before I started using Zaps, I used to craft a new email every time a potential client booked a discovery call or submitted a request on my website. That process was not only too much work, but it also led to many delayed responses, which isn't a good look for first-time clients.

          If you're at all like me, you can use automation to speed up that response time and take manual work out of the process. Just set up any of these Zaps and craft your response message so that every time someone hits send on your WPForms, Zapier will send an email from your Gmail or email by Zapier address. 

          Send emails from Gmail for new responses to WPForms

          • WPForms logo
          • Gmail logo
          WPForms + Gmail
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            Creating an email from scratch and sending it to every one of your WPForms respondents is too much work. There's a better way. Set up this integration, and each time someone hits the Send button in one of your forms, they'll get an email. Craft your automatic message. We'll make sure it gets sent from your Gmail account whenever someone replies.

            Post emails with new WPForms entries

            • WPForms logo
            • Email by Zapier logo
            WPForms + Email by Zapier
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              Incoming form data can give you valuable insight, but only if you spend the time and energy to act on it. You'll spend less if you use this integration, though. It automatically sends an email message when a WPForms form entry is submitted. Stay on top of your form data without the tedium of endlessly refreshing and crafting messages.

              Alternatively, if you need to keep team members updated on new WPForms entries, these automated workflows can send every form submission straight to your favorite communication app. Eliminate manual updates and save your team the time they spend checking for the latest info so they can focus on doing the work that matters. 

              Post new WPForms entries to a Slack channel

              • WPForms logo
              • Slack logo
              WPForms + Slack
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                Need instant notifications of your new WPForms entries? With Zapier, you can see your new WPForms entries right in the Slack channel of your choice. Now your whole team can receive them right where you work, instead of having to dig through your email inbox.

                Send SMS messages in Twilio with new WPForms entries

                • WPForms logo
                • Twilio logo
                WPForms + Twilio
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                  Making sure your mobile teams are up to date can mean hours spent on manual messaging, but with this integration it doesn't have to. Automatically send SMS messages from Twilio when a WPForms form entry is submitted. Instantly keep your mobile teams in the loop, hands-free.

                  Add new contacts to an email list

                  Using forms to collect emails is one of the most powerful ways to grow an email list. And you can expedite that growth when you bring automation into the mix. Instead of wasting time transferring contact details from WPform into your email marketing tool, use these Zaps to automatically add form respondents as subscribers to an email list.

                  Automating this process eliminates manual data entry and ensures that each lead is nurtured through consistent and timely communication. These Zaps can also update existing subscriber records with the latest information from the submission. That way, your email list stays organized and ready for future campaigns.

                  Turn WPForms respondents into Mailchimp subscribers

                  • WPForms logo
                  • Mailchimp logo
                  WPForms + Mailchimp
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                    Now that you've collected emails via forms, you need to add them to your email marketing platform. This integration makes it easy. Set it up and, next time someone fills out your WPForms form, we'll add them as subscriber on Mailchimp.

                    Create ActiveCampaign contacts for new WPForms entries

                    • WPForms logo
                    • ActiveCampaign logo
                    WPForms + ActiveCampaign
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                      Don't waste time manually entering contact info- send a form instead! You can do that with this integration. After setup, new WPForms entries will generate ActiveCampaign contacts. Just send a new customer the form, and all their details will end up in your CRM, easy as that!

                      Create MailerLite subscribers from new WPForms entries

                      • WPForms logo
                      • MailerLite Classic logo
                      WPForms + MailerLite Classic
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                        Use WPForms to capture leads? Easily transform WPForms entries to MailerLite subscribers to automatically manage leads and follow up quicker.

                        Keep your CRM up to date 

                        When a new submission comes from your website's contact form—built with WPForms—you want your team to act on those leads immediately. But if your current workflow involves exporting form submissions, opening a spreadsheet to review the entry, and then painstakingly adding each lead to a CRM, then your team is wasting valuable time on repetitive tasks. 

                        Manually updating your CRM slows down your entire sales process, reducing the chance of converting hot leads into customers. It also exposes your data to human error, such as missed or misplaced entries.

                        Instead, use automation to keep your CRM in sync after a lead submits a form. These Zaps will automatically create or update a new contact record in your CRM—complete with all the relevant details from the form—whenever there's a new submission. With these workflows, your CRM data stays clean and reliable and your sales team can take action quickly.

                        Create Pipedrive deals from new form entries in WPForms

                        • WPForms logo
                        • Pipedrive logo
                        WPForms + Pipedrive
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                          This integration creates Pipedrive deals from new form entries in WPForms.

                          Add Klaviyo subscribers from new WPForms entries

                          • WPForms logo
                          • Klaviyo logo
                          WPForms + Klaviyo
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                            Once this Zap is active, you’ll be able keep your outreach up to date without any added clicks or keystrokes. When a new form entry is received in your WPForms account, this integration automatically capture those details to generate a subscriber in Klaviyo.

                            Create HubSpot contacts from new WPForms entries

                            • WPForms logo
                            • HubSpot logo
                            WPForms + HubSpot
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                              Use WPForms to capture new leads? Save time managing leads by automatically creating new HubSpot contacts from leads collected with WPForms.

                              Create Zoho CRM contacts from new WPForms entries

                              • WPForms logo
                              • Zoho CRM logo
                              WPForms + Zoho CRM
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                                Use WPForms to capture leads? Manage leads easier and follow-up quicker by automatically creating Zoho CRM contacts from leads collected through WPForms.

                                Add new WPForms entries to LeadConnector as contacts

                                • WPForms logo
                                • LeadConnector logo
                                WPForms + LeadConnector
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                                  Easily manage your leads and grow your contact database with this workflow. Whenever a new entry is submitted through WPForms, this automation will create or update a contact in your LeadConnector account. Save valuable time, ensure accurate information, and focus on nurturing those valuable leads.

                                  Create tasks and appointments from form entries

                                  Form submissions often include tasks that need to be completed right away or scheduled for later. Whether sending a proposal, scheduling a demo, or even following up with a customer, automation ensures your team stays on top of important to-dos without losing momentum. 

                                  With these Zaps, you can automatically create a new task in your task management app or add a new event to your calendar from WPForms entries. For example, you can set up an automation to create a new card in your Trello board when a new submission comes through your WPForms account. You can then assign the card to the right team member to ensure important action items don't slip through the cracks.

                                  Create monday.com items with new form entries in WPForms

                                  • WPForms logo
                                  • monday.com logo
                                  WPForms + monday.com
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                                    Incoming form entries mean that your follow-up work needs to be updated too. That’s where this integration comes in. It automatically generates a monday.com item from each new form entry in your WPForms account.

                                    Create Trello cards from new WPForms entries

                                    • WPForms logo
                                    • Trello logo
                                    WPForms + Trello
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                                      Need to see all your form entries at a glance? Zapier makes project management easy by adding all WPForms entries to your Trello board. You can assign cards to the right team member and be sure to take action for each form entry.

                                      Create new Google Calendar events from WPForms entries

                                      • WPForms logo
                                      • Google Calendar logo
                                      WPForms + Google Calendar
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                                        Want to streamline your work process by automatically adding events to your Google Calendar from WPForms? Zapier makes it easy. Now you can create efficient client booking forms, appointment request forms, event submission forms, and more.

                                        Connect WPForms to any other app using webhooks

                                        If the automated workflow you need requires an app that doesn't integrate with Zapier (yet), you can use webhooks to create a custom automation. 

                                        Webhooks let you send messages between apps when a specific triggered event occurs. For example, say you want to create a new contact in a bespoke customer database whenever a new WPForms entry is submitted, you can use this Zap to get started.

                                        POST to webhooks when new WPForms form entries come in

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                                        • Webhooks by Zapier logo
                                        WPForms + Webhooks by Zapier
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                                          Getting your form respondents' info into all the apps you need doesn't have to involve manual entry - we can help with that. When active, it sends form entries to a chosen webhook URL. Now, you can keep info collected through forms where it's most convenient for you.

                                          Simplify lead management with WPForms and Zapier 

                                          Lead generation and management are only one part of your marketing  process—they shouldn't slow down your business. When you automate your workflow with WPForms and Zapier, you and your team can eliminate manual work, stay organized, and focus on what matters most—nurturing leads and converting them into customers.

                                          This article was originally published in January 2021, written by Krystina Martinez. It was most recently updated in December 2024 by Juliet John.

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