Should you’ve been following Purchasewp for some time, then you realize that we use and love Gravity forms, and we extremely advocate it as probably the most beginner friendly WordPress form. By default Gravity Varieties integrates with quite a few companies, however not too long ago they elevated that checklist by over 200+ by merely integrating with a web-app automation device referred to as Zapier. Now you can combine your WordPress varieties with companies like Salesforce, Google Spreadsheet, Highrise, Basecamp, Google Calendar, and a lot extra.
You keep in mind once we confirmed you IFTTT, the device to automate WordPress and social media. Effectively, Zapier means that you can do the identical factor however with much more internet apps. For instance functions, we'll present how one can combine Gravity varieties with a Google Spreadsheet utilizing the Zapier add-on. We'll use a typical contact kind and save these kind entries to a Google Spreadsheet.
Right here’s what you’ll must observe together with this tutorial: a Gravity Varieties developer license (coupon), the Zapier Gravity Varieties add-on, a Zapier account, and a Google Spreadsheet.
Putting in the Zapier Add-on With Gravity Varieties
For the sake of this tutorial, we’ll assume you have already got Gravity Forms put in in your WordPress website. Should you don’t have Gravity Varieties put in, then you'll be able to get it here.
With that out of the way in which, let’s leap into establishing the Zapier add-on. In your WordPress admin space, go to Varieties » Add-Ons.
Scroll to the underside of the web page, and also you’ll discover the Zapier add-on. Go forward and obtain the add-on plugin. After downloading the plugin you want to set up and activate it (see how to install a WordPress plugin).
Now that you've the Zapier add-on activated, you'll be able to go away it alone. The remainder of the configuration will occur at Zapier.com or throughout the Gravity Varieties plugin.
Setting Up Our Contact Type
The very first thing to do is create the shape you need to use. You should use an already present kind for those who’d like. It’s at all times finest to have the shape already created earlier than establishing your Zap in Zapier.
We’ll use a fundamental contact kind that asks for first and final title, electronic mail tackle, telephone quantity, and what can we assist with area.
Now that we've got our kind setup, we are able to transfer on to establishing our spreadsheet.
Setting Up Our Google Spreadsheet
Zapier expects our Google Spreadsheet to work a sure manner. The primary row of information must have labels for every Gravity Varieties area we need to insert into the spreadsheet. And the second row must have an instance of what that row seems to be like. We created a spreadsheet that appears one thing like this:
Now that we've got our spreadsheet up and operating, we’ll simply use Zapier to attach the shape to the spreadsheet.
Making a Zap to Join the Type to the Spreadsheet
Go to Zapier and create your account. After signing up, you'll land in your Zapier Dashboard. Click on on "Create a Zap" button to get began. On Step 1, you’ll need to choose Gravity Varieties and "New Type Submission" as your Set off and Google Docs "Create Spreadsheet Row" as your Motion.
On Step 2, you’ll want to repeat the webhook URL offered by Zapier and paste it into Gravity Varieties. You will discover the Gravity Varieties area to stick the Webhook URL into by navigating to the settings beneath to your particular kind and deciding on the Zapier tab as scene beneath.
Paste the webhook URl in kind settings to your contact kind in Gravity Varieties.
Click on to the following step.
On Step three, You’ll want to attach your Google Docs account. Click on "Settle for" when Zapier prompts to connect with Google Docs.
On Step four, Zapier enables you to add customized filters. We’ll skip this for now.
On Step 5, we’ll choose the spreadsheet and worksheet we simply created above.
Subsequent we’ll click on the small Gravity Varieties icon on the precise of every area to insert the Gravity Varieties placeholders into our Google Spreadsheet, like this:
If Zapier doesn’t pull up any of the Gravity Varieties fields, then go submit an entry to your Gravity Type actual fast and are available again to Zapier.
As soon as we've got all of the fields mapped, click on to go to Step 6.
On Step 6, we are able to check our Zap. Should you don’t have any check knowledge, go submit an entry to your Gravity Type and are available again and refresh the pattern knowledge.
We've a pattern kind enter that we’ll check sending to our Spreadsheet.
And you'll see that it labored.
On Step 7, we’ll give our Zap a reputation:
And that’s it! We are able to click on "Make Zap Dwell" and all of our Gravity Varieties submissions will robotically go to our Google Spreadsheet.
So let’s go forward and check it reside!
Zapping from Gravity Varieties to Google Spreadsheet Dwell!
Now that our Zap is reside, let’s go check it. Go to your web site and fill out the contact kind.
And as soon as we click on submit, we’ll go take a look at our spreadsheet and we should always see Bart Simpson within the subsequent row down. It would take only a few seconds to indicate up.
And there you have got it. For examples functions, we confirmed you how one can join Gravity Varieties to Google Spreadsheet. Nevertheless you'll be able to combine many different web applications to Gravity Forms utilizing Zapier. The essential technique is similar for many internet companies.
Net app integrations could be a ache specifically when it's a must to begin from scratch. Utilizing this resolution, it can save you numerous hours of improvement time. We hope that you simply discovered this text useful. Have you ever ever used Zapier earlier than? Have any questions or feedbac? Tell us by leaving a remark beneath.
