![]() ![]() ![]() You will then be able to add your action step. You can find more information about testing your Gravity Forms + Zapier connection here.Īfter you have finished testing, go back to Zapier and choose the “Ok, I did it” button Select the “Add New” button, paste your webhook link from Zapier into the webhook URL section, and then select “Save Zapier Feed.” Then under your new or existing form choose > Settings > Zapier. In WordPress, either create a new form or choose an already created form. This will give you a Zapier webhook which you can test out in Gravity Forms. This will automatically give you the “New Form Submission” as the trigger, so simply hit “Save + Continue” to move on. Then select Gravity Forms as your trigger app. Once you have an account set up, you can start creating Zaps.įrom Zapier, choose the “Make a Zap” button in the top right-hand corner. You will also need to create a Zapier account (you can sign up for one here). This will give you access to Zapier in WordPress under Forms > Settings. In order to use Zapier and Gravity Forms to add more functionality to your Gravity Flow workflows, you’ll need the Zapier Add-On for Gravity Forms. Gravity Flow supports Gravity Form’s Zapier Add-on Click To Tweet Adding Zaps to Your Gravity Flow Workflows Gravity Flow supports Gravity Form’s Zapier Add-on, so you can use Zaps to add additional functionality to your Gravity Forms workflows, similar to the above example. Highrise data is sent to MailChimp to send emails to new prospects.The form is sent to Highrise’s database. ![]() A user fills out (Gravity Forms) form online. ![]() The entire process created an automated workflow that looked like this: They used it to collect client data using Gravity Forms and imported that data directly into Highrise, and then used another Zap to connect Highrise to MailChimp. One company built their own Zap to connect Gravity Forms with Highrise, a CRM not already available in Zapier’s pre-built database. You can also use their Zap Editor to completely customize any Zap, whether it’s pre-built or custom. If you want to make your own Zap using Gravity Forms, like sending a form submission to a CRM that’s not already a part of Zapier’s pre-built Zaps, you can always use Zapier’s templates to create a custom Zap (just follow these instructions). You can do things like save new Gravity Forms submissions to a CRM like HubSpot, import lead information from forms into Salesforce, send form submissions to MailChimp or another email provider, or even create a new calendar event in Google Calendars. You can find a range of tutorials and helpful info on basic Zapier + Gravity Forms integrations over on the Gravity Forms Zapier Add-On page. The Gravity Forms WordPress plugin already has a number of Zaps available through Zapier, which you can use to quickly and easily add automation to your form submissions. You can use Zapier’s pre-built Zaps in order to automate these processes, or you can create your own Zaps to do almost anything you need. Zaps allow you to automate many of your everyday business processes, like collecting emails, importing contact information into a CRM, creating Trello or Asana cards, creating new events in your Gmail calendar, sending notifications for projects, and so much more. The Zapier integration process works by creating a trigger (like a form submission) that leads to a specific action (like importing a form submission to Google Sheets). Zapier is a tool that allows you to connect one app to another using “Zaps,” which are essentially little trigger-based workflows. Click Here Using Zapier to Build Better Workflows ![]()
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