WPForms Zapier Addon 1.8.0

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  • Secure Payment
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Description

WPForms Zapier Addon: Connect your forms to thousands of apps and automate your business

 

The WPForms Zapier Addon is the direct bridge between your form submissions and thousands of apps. It effectively turns every record into a meaningful action: creating a lead in your CRM, opening a task in your project manager, sending a text message, or notifying your team in real time. We chose the WPForms Zapier Addon because it reduces clicks, manual errors, and downtime; in other words, it turns forms into workflows that run automatically the first time.

When we first connected WPForms to Zapier, we saw a clear pattern: teams stopped copying and pasting and started reviewing results. In our case, each contact form submission feeds Salesforce and HubSpot instantly. Plus, WPForms Zapier formats fields exactly as the CRM expects, minimizing bounces and doubling the value of each lead.

The versatility is real. With the WPForms Zapier Addon, we send rich notifications to Slack with critical data, trigger SMS reminders using Twilio, and, if the event is a course registration, the WPForms Zapier Addon automatically creates the follow-up task in Trello or Asana with a due date. For sales, marketing, support, and finance teams, this means fewer steps and more focus on what matters: closing sales and providing better customer service.

Requirements and up and running in minutes (no code)

Implementing the WPForms Zapier Addon is a straightforward process. We followed this sequence and it works like a charm:

  1. Activate the WPForms Zapier Addon from your WordPress installation.

  2. Create (or identify) a form with at least one test submission.

  3. In Zapier, choose “WPForms” as the trigger and link your site with a secure connection.

  4. Test the trigger with a real input; validate that the correct fields arrive.

  5. Define the action: CRM, Slack, Trello/Asana, Twilio, QuickBooks, FreshBooks, Google Contacts…

  6. Map fields accurately and save the Zap.

  7. Conduct an end-to-end test and publish.
    When we tested the WPForms Zapier Addon on time-sensitive projects, the key was to prepare clean forms: clear field names, standardized options, and consistent labels. This way, the WPForms Zapier Addon “understands” the data right away. And a tip that saved us hours: create a “lab” form to test Zaps without touching your production forms.

Ready recipes: from lead to customer in your CRM effortlessly

With the WPForms Zapier Addon, each submission can open a new lead or contact. Our favorite recipes:

  • Salesforce (Instant Lead): We mapped name, email, phone number, campaign source, and message. In our experience, with the WPForms Zapier Addon, we assigned owners based on country and reduced response times.

  • HubSpot (Contact + Company): We duplicate the contact and company action in a single Zap. With the WPForms Zapier Addon, we apply lifecycle stage properties and tags to segment nurturing.

  • Google Contacts (Unified Agenda): When the form is for events or support, the WPForms Zapier Addon creates the contact and adds notes with the entry ID for traceability.

  • Automatic scoring: We combined the WPForms Zapier Addon with an intermediate step (filters/formatters) and assigned priority if the quote or company met certain criteria.
    When we connected the WPForms Zapier Addon for B2B sales, we went from delayed responses to “leads served within minutes.” The difference in conversion is noticeable.

CRM best practices

  • Map required CRM fields and use default values ​​when information is missing.

  • Avoid duplicates with previous searches (find or create) within the Zap.

  • Add the WPForms submission URL for auditing and team context.

Smart Operation: Automatic Notifications, Tasks, and Reminders

Team coordination is where the WPForms Zapier Addon shines on a daily basis:

  • Slack: Each send triggers a message with the prospect’s name, service of interest, and priority. We added buttons with links to the CRM file and the email response.

  • Trello/Asana: The WPForms Zapier Add-on creates cards/tasks with predefined checklists (“contact,” “schedule demo,” “send proposal”) and deadlines + assignees. In our case, this prevents leads from falling out of the funnel.

  • Twilio (SMS): After subscribing to a webinar, the WPForms Zapier Addon sends a confirmation SMS and another reminder the day before. When we enabled this, it increased actual attendance without adding to the team’s burden.
    Additionally, with conditional paths, Zaps adapt: ​​if the user selects “Demo,” WPForms Zapier creates a high-priority task; if they choose “Support,” it opens a ticket and notifies the appropriate channel.

    Team template ready to copy

    • Slack channel for each key offer.

    • Trello board by funnel stage.

    • Priority fields in the form to route with WPForms Zapier Addon.

    Finance on autopilot: invoices and customers from every shipment

    The back office is often the bottleneck. With the WPForms Zapier Addon, we free up hours:

    • QuickBooks: Create the client with a name, email, phone number, and company; optionally, open the estimate.

    • FreshBooks: From the order form, the WPForms Zapier Addon generates the invoice with the correct service line and currency.
      In our case, we automated pre-invoicing: the service request forms feed QuickBooks and FreshBooks without intervention. With WPForms Zapier, the finance team receives clean records, ready for review and submission.

    Frictionless accounting

    • Standardizes tax and currency formats on the form.

    • Use “find or create” to avoid duplicate clients.

    • Attach notes with the submission ID to track changes.

    Clean data: field mapping, validations, and deduplication

    Data quality defines the effectiveness of any automation. Here’s how we leveraged the WPForms Zapier Addon:

    • Formatters: We standardize phone numbers (E.164), capitalize names, and validate emails.

    • Filters: We only process “valid” submissions (consent, minimum budget, target country).

    • Pre-searches: With “find or create,” the WPForms Zapier Add-on prevents duplicates in CRM, accounting, or contacts.
      When we adjusted these steps, support dropped dramatically: fewer errors, less manual intervention. And if a field arrives empty, the WPForms Zapier Add-on applies default values ​​to avoid breaking the flow.

    Quality Checklist

    • Mandatory fields and clear placeholders.

    • Drop-down lists with closed options.

    • Format validations before sending to Zapier.

    Security and reliability: SSL, trigger testing, and retries

    Automation must be reliable. With the WPForms Zapier Addon, we follow this protocol:

    • SSL/HTTPS active on the site to secure the connection.

    • Trigger testing with real data (not Lorem) to anticipate edge cases.

    • Retries and logs : If an external app fails, Zap retries help prevent lost submissions; we keep key logs for auditing purposes.

    • Roles and Permissions : We limit who can edit critical Zaps or forms.
      Thanks to this approach, the WPForms Zapier Addon maintains stability even during traffic spikes and intense campaigns.

    Quick Comparison: Zapier Addon vs Webhooks Addon

    • WPForms Zapier Addon: Ideal if you want to connect to thousands of apps without code, with templates and ready-made paths. Perfect for non-technical teams that need speed, visibility, and immediate scalability.

    • Webhooks Addon: Preferred if you’re looking for direct connections, lower latency, or custom integrations with your own endpoints. It requires more technical control and maintenance.
      In many projects, we start with WPForms Zapier for speed and coverage; if volume or architecture demands it, we migrate critical flows to specific webhooks and maintain the WPForms Zapier Addon for everything else.

      Conclusion

      WPForms Zapier turns your forms into automated processes from start to finish. We implement it for sales, marketing, support, and finance with immediate results: CRM leads, helpful notifications, completed tasks, and accounting documents generated without intervention. If you’re looking for a solution that scales quickly, reduces errors, and frees up your team for higher-value tasks, WPForms Zapier is the direct path to a more agile operation.

Original price was: $99.00.Current price is: $4.99.

  • Lifetime Updates And Support
  • Unlimited Website Usage
  • This item is licensed 100% GPL
  • Money-back Guarantee

Price is in US dollars and excludes tax and handling fees

Author WPForms

Last Update: 27 October 2025

Version: 1.8.0

Author’s Site: Visit

Category:

Get in Subscription – Unlimited Downloads for $14.99/mo

Frequently asked question

You can use any product from our store on any website you want.

Of course. If you buy an individual product, you’ll get lifetime updates for that purchase.

On the other hand, if you purchase a membership, you will receive updates until your membership expires.

Yes, each product is original. The difference with the author is that we distribute under the GNU GPL v2/3 regulations/license, so we don’t provide additional services from the author, such as customizations, etc. We also don’t provide license keys, and in the case of products that require one to work, we pre-activate them so they don’t require anything and you can use them seamlessly on any website you want.

Yes, and regarding time, it is usually on average within 24 to 48 business hours.

Now, there are times when, in less than a day, we have already provided an answer and a solution, depending on the case.

No. We don’t believe in that format, so you can download as many times as you want. No problem. We pay for high-quality professional storage just to avoid any issues.

No. It’s not feasible, since we’ve already experienced keys flying everywhere, and we could lose the corresponding accounts.

That said, while all products are original, in the case of products that require a license key to operate, we will take care of pre-activating them.

We’re here to make sure you’re 100% satisfied with your experience. Our Customer Support Team will do everything possible to ensure you’re comfortable with placing an order and happy with the products you download. But we also know sometimes things happen.

Due to the nature of digital media means that once you have downloaded a plugin or theme there’s really no way to ‘return’ it. No refunds will be given except in the case when the digital product is completely unusable.

If the digital product is unusable, we need time to try to fix it. Otherwise, we will make a refund.

Our support team is available 24/7, if you have any question or need help in installing or configuring digital products purchased on the website, please don’t hesitate to CONTACT US.

Please note that we are not developers of the provided products, so our technical support capabilities are limited.

We do not change product functionality and do not fix developer bugs.

In case you are accepted to get refund, payment refunds are processed within 5-7 business days. All refunds are issued to the original payments. It may take up to 5 days for your refund to be reflected in your PayPal account or bank statement. If you paid using a credit or debit card, the money will be refunded to your card. Depending on your card issuer, it can take up to 30 days for the refund to appear on your card statement.

IMPORTANT! Please CONTACT US first so we can handle your issues. If you arbitrarily open a dispute without contacting us first, your account may be suspended immediately without notice.

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Missing style sheet error when installing the theme

A common issue that can occur with users new to installing WordPress themes is a "Broken theme and/or stylesheets missing” error message being displayed when trying to upload or activate the theme. This error message does not mean that the theme you have purchased is broken, it simply means it has been uploaded incorrectly. Luckily, there is a very easy fix.

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What Is The Support Schedule?

We try our best to monitor the forums around the clock, however, this is not always possible due to different timezones. We check tickets all throughout the day but reply times can be up to 24 hours Monday-Friday, and 24-48 over the weekend.

Thank you so much and we look forward to serving you!

Original price was: $99.00.Current price is: $4.99.

  • Lifetime Updates And Support
  • Unlimited Website Usage
  • This item is licensed 100% GPL
  • Money-back Guarantee

Price is in US dollars and excludes tax and handling fees

Author WPForms

Last Update: 27 October 2025

Version: 1.8.0

Author’s Site: Visit

Category:

Get in Subscription – Unlimited Downloads for $14.99/mo

Frequently asked question

You can use any product from our store on any website you want.

Of course. If you buy an individual product, you’ll get lifetime updates for that purchase.

On the other hand, if you purchase a membership, you will receive updates until your membership expires.

Yes, each product is original. The difference with the author is that we distribute under the GNU GPL v2/3 regulations/license, so we don’t provide additional services from the author, such as customizations, etc. We also don’t provide license keys, and in the case of products that require one to work, we pre-activate them so they don’t require anything and you can use them seamlessly on any website you want.

Yes, and regarding time, it is usually on average within 24 to 48 business hours.

Now, there are times when, in less than a day, we have already provided an answer and a solution, depending on the case.

No. We don’t believe in that format, so you can download as many times as you want. No problem. We pay for high-quality professional storage just to avoid any issues.

No. It’s not feasible, since we’ve already experienced keys flying everywhere, and we could lose the corresponding accounts.

That said, while all products are original, in the case of products that require a license key to operate, we will take care of pre-activating them.

We’re here to make sure you’re 100% satisfied with your experience. Our Customer Support Team will do everything possible to ensure you’re comfortable with placing an order and happy with the products you download. But we also know sometimes things happen.

Due to the nature of digital media means that once you have downloaded a plugin or theme there’s really no way to ‘return’ it. No refunds will be given except in the case when the digital product is completely unusable.

If the digital product is unusable, we need time to try to fix it. Otherwise, we will make a refund.

Our support team is available 24/7, if you have any question or need help in installing or configuring digital products purchased on the website, please don’t hesitate to CONTACT US.

Please note that we are not developers of the provided products, so our technical support capabilities are limited.

We do not change product functionality and do not fix developer bugs.

In case you are accepted to get refund, payment refunds are processed within 5-7 business days. All refunds are issued to the original payments. It may take up to 5 days for your refund to be reflected in your PayPal account or bank statement. If you paid using a credit or debit card, the money will be refunded to your card. Depending on your card issuer, it can take up to 30 days for the refund to appear on your card statement.

IMPORTANT! Please CONTACT US first so we can handle your issues. If you arbitrarily open a dispute without contacting us first, your account may be suspended immediately without notice.

Description

WPForms Zapier Addon: Connect your forms to thousands of apps and automate your business

 

The WPForms Zapier Addon is the direct bridge between your form submissions and thousands of apps. It effectively turns every record into a meaningful action: creating a lead in your CRM, opening a task in your project manager, sending a text message, or notifying your team in real time. We chose the WPForms Zapier Addon because it reduces clicks, manual errors, and downtime; in other words, it turns forms into workflows that run automatically the first time.

When we first connected WPForms to Zapier, we saw a clear pattern: teams stopped copying and pasting and started reviewing results. In our case, each contact form submission feeds Salesforce and HubSpot instantly. Plus, WPForms Zapier formats fields exactly as the CRM expects, minimizing bounces and doubling the value of each lead.

The versatility is real. With the WPForms Zapier Addon, we send rich notifications to Slack with critical data, trigger SMS reminders using Twilio, and, if the event is a course registration, the WPForms Zapier Addon automatically creates the follow-up task in Trello or Asana with a due date. For sales, marketing, support, and finance teams, this means fewer steps and more focus on what matters: closing sales and providing better customer service.

Requirements and up and running in minutes (no code)

Implementing the WPForms Zapier Addon is a straightforward process. We followed this sequence and it works like a charm:

  1. Activate the WPForms Zapier Addon from your WordPress installation.

  2. Create (or identify) a form with at least one test submission.

  3. In Zapier, choose “WPForms” as the trigger and link your site with a secure connection.

  4. Test the trigger with a real input; validate that the correct fields arrive.

  5. Define the action: CRM, Slack, Trello/Asana, Twilio, QuickBooks, FreshBooks, Google Contacts…

  6. Map fields accurately and save the Zap.

  7. Conduct an end-to-end test and publish.
    When we tested the WPForms Zapier Addon on time-sensitive projects, the key was to prepare clean forms: clear field names, standardized options, and consistent labels. This way, the WPForms Zapier Addon “understands” the data right away. And a tip that saved us hours: create a “lab” form to test Zaps without touching your production forms.

Ready recipes: from lead to customer in your CRM effortlessly

With the WPForms Zapier Addon, each submission can open a new lead or contact. Our favorite recipes:

  • Salesforce (Instant Lead): We mapped name, email, phone number, campaign source, and message. In our experience, with the WPForms Zapier Addon, we assigned owners based on country and reduced response times.

  • HubSpot (Contact + Company): We duplicate the contact and company action in a single Zap. With the WPForms Zapier Addon, we apply lifecycle stage properties and tags to segment nurturing.

  • Google Contacts (Unified Agenda): When the form is for events or support, the WPForms Zapier Addon creates the contact and adds notes with the entry ID for traceability.

  • Automatic scoring: We combined the WPForms Zapier Addon with an intermediate step (filters/formatters) and assigned priority if the quote or company met certain criteria.
    When we connected the WPForms Zapier Addon for B2B sales, we went from delayed responses to “leads served within minutes.” The difference in conversion is noticeable.

CRM best practices

  • Map required CRM fields and use default values ​​when information is missing.

  • Avoid duplicates with previous searches (find or create) within the Zap.

  • Add the WPForms submission URL for auditing and team context.

Smart Operation: Automatic Notifications, Tasks, and Reminders

Team coordination is where the WPForms Zapier Addon shines on a daily basis:

  • Slack: Each send triggers a message with the prospect’s name, service of interest, and priority. We added buttons with links to the CRM file and the email response.

  • Trello/Asana: The WPForms Zapier Add-on creates cards/tasks with predefined checklists (“contact,” “schedule demo,” “send proposal”) and deadlines + assignees. In our case, this prevents leads from falling out of the funnel.

  • Twilio (SMS): After subscribing to a webinar, the WPForms Zapier Addon sends a confirmation SMS and another reminder the day before. When we enabled this, it increased actual attendance without adding to the team’s burden.
    Additionally, with conditional paths, Zaps adapt: ​​if the user selects “Demo,” WPForms Zapier creates a high-priority task; if they choose “Support,” it opens a ticket and notifies the appropriate channel.

    Team template ready to copy

    • Slack channel for each key offer.

    • Trello board by funnel stage.

    • Priority fields in the form to route with WPForms Zapier Addon.

    Finance on autopilot: invoices and customers from every shipment

    The back office is often the bottleneck. With the WPForms Zapier Addon, we free up hours:

    • QuickBooks: Create the client with a name, email, phone number, and company; optionally, open the estimate.

    • FreshBooks: From the order form, the WPForms Zapier Addon generates the invoice with the correct service line and currency.
      In our case, we automated pre-invoicing: the service request forms feed QuickBooks and FreshBooks without intervention. With WPForms Zapier, the finance team receives clean records, ready for review and submission.

    Frictionless accounting

    • Standardizes tax and currency formats on the form.

    • Use “find or create” to avoid duplicate clients.

    • Attach notes with the submission ID to track changes.

    Clean data: field mapping, validations, and deduplication

    Data quality defines the effectiveness of any automation. Here’s how we leveraged the WPForms Zapier Addon:

    • Formatters: We standardize phone numbers (E.164), capitalize names, and validate emails.

    • Filters: We only process “valid” submissions (consent, minimum budget, target country).

    • Pre-searches: With “find or create,” the WPForms Zapier Add-on prevents duplicates in CRM, accounting, or contacts.
      When we adjusted these steps, support dropped dramatically: fewer errors, less manual intervention. And if a field arrives empty, the WPForms Zapier Add-on applies default values ​​to avoid breaking the flow.

    Quality Checklist

    • Mandatory fields and clear placeholders.

    • Drop-down lists with closed options.

    • Format validations before sending to Zapier.

    Security and reliability: SSL, trigger testing, and retries

    Automation must be reliable. With the WPForms Zapier Addon, we follow this protocol:

    • SSL/HTTPS active on the site to secure the connection.

    • Trigger testing with real data (not Lorem) to anticipate edge cases.

    • Retries and logs : If an external app fails, Zap retries help prevent lost submissions; we keep key logs for auditing purposes.

    • Roles and Permissions : We limit who can edit critical Zaps or forms.
      Thanks to this approach, the WPForms Zapier Addon maintains stability even during traffic spikes and intense campaigns.

    Quick Comparison: Zapier Addon vs Webhooks Addon

    • WPForms Zapier Addon: Ideal if you want to connect to thousands of apps without code, with templates and ready-made paths. Perfect for non-technical teams that need speed, visibility, and immediate scalability.

    • Webhooks Addon: Preferred if you’re looking for direct connections, lower latency, or custom integrations with your own endpoints. It requires more technical control and maintenance.
      In many projects, we start with WPForms Zapier for speed and coverage; if volume or architecture demands it, we migrate critical flows to specific webhooks and maintain the WPForms Zapier Addon for everything else.

      Conclusion

      WPForms Zapier turns your forms into automated processes from start to finish. We implement it for sales, marketing, support, and finance with immediate results: CRM leads, helpful notifications, completed tasks, and accounting documents generated without intervention. If you’re looking for a solution that scales quickly, reduces errors, and frees up your team for higher-value tasks, WPForms Zapier is the direct path to a more agile operation.

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