Get zapier API key. Now, click the zapier icon to view the API key for your site. This API key is used to connect zapier to wpforms, so this page must be opened. Step 4: use the new Zapi to generate zapier, which can connect more than 2 applications and create zap to continuously execute automatic tasks. Zap needs triggers to perform specific operations. In our case, the trigger is someone submitting a pipedrive form and sending the boot to the pipedrive account.
So navigate to the zapier website and log in to your account. If you don’t have a zapier account, you can create it for free. To create a new zap, make a zap! The button is located in the upper right corner. This opens a new page where you can launch the configuration wizard. The production process of zap is divided into two parts. First, you must set wpforms to trigger the application, and then configure pipedrive as a working application. Let’s move on to the next step and start the process. Step 5: to configure wpforms as a trigger application and continue pipedrive WordPress form setting, the first thing to do is to search wpforms using the trigger application selection search box. Then click it to go to the next step.
The trigger option must now be selected. Wpforms is the only trigger option that provides new form items. Select and click Save + continue. The next step is to connect zapier to the wpforms account. To do this, click the \
2 to test the connection between applications, click the test button. If a success message appears, click Save + continue to continue. Male zapier now searches all web forms on the website. Continue selecting the pipedrive form from the drop-down box, and then click the Continue button. After that, zapier displays the items in the selected table. For testing purposes, you must select one of the form items and click continue to continue. Step 6: configure pipedrive as a working application. In the previous step of setting up pipedrive WordPress form, configure wpforms as a trigger application.
Male pipedrive is set as an action application. \
To get an API token, go to the pipedrive website and log in to your account. Then click the name in the upper right corner of the screen to display the drop-down menu. Then click set options. You must click API in other parts of the settings page. You can now view the API token for the pipedrive account. Continue to copy the API token and paste it into the API token text box in the pop-up box. When finished, click Yes to continue with zapier
Grant access to the pipedrive account and perform other operations. Male next, click the test button to confirm the connection between zapier and pipedrive. After receiving the success message, you can click Save + continue. Male step 7: pipedrive template creation you will now be prompted to set up a template to create a new pipedrive transaction. Whenever someone submits a form, zapier creates a transaction for the pipedrive account based on the template. Let’s continue to learn how to set up the pipedrive word press form. The most important field in this template is the title text box. Therefore, click the insert field Icon and select the title field to add. The remaining fields are optional, but some fields must be configured to generate appropriate transactions. You can use the step drop-down box to select the step in which you want to place the new transaction. Therefore, click the drop-down box and select import. Zapier gets the details of some fields (such as stage) from the pipedrive account, and the rest are searched in the WordPress form. Now, let’s set up the person field in this template. Don’t you need your contact name and email? Male scroll down to find the person field and click the add search step button. This opens a mode box that prompts you to create a new step between the trigger and the action step. Why other steps are needed? Well, we want to search whether the person is already in the pipedrive account list. Otherwise, please create a new contact with the details we have. So click OK and add a new step to set the template for finding people in pipedrive. For a name field, you must click the insert field Icon and select a name from the drop-down box. Zapier uses this field to search for people in the pipedrive account. Male next, \
I hope it can help you understand. A better way to use wpforms and zapier is to review the following guidelines. Automatically create asana task from WordPress form WordPress create custom Icontact subscription form WordPress query form connect to discard and create custom airtable form for WordPress. If you haven’t used wpforms yet, please start with the best drag and drop WordPress form builder plug-in today! In addition, please follow us on Facebook and Twitter and receive updates on your blog.
