3 Awesome Zapier and Gravity Forms Recipes to Improve your WordPress Website

Back in the day, getting one digital service to “talk” to another, was not an easy task, and most often it was only achieved through custom programming and building integrations. Nowadays, there are excellent services that assist in these efforts and drastically cut down on the level of effort to build them. Zapier is one such service.

Zapier is a terrific third party system that acts as a middleman between applications, joins them together, and allows them to exchange information between one another. It does this specifically by transmitting data and information through webhooks.

Through these webhooks, one can expand their website workflows to be quite robust and expansive, with little overhead.

To exemplify how powerful this can be, we thought we would share our top 3 favorite “zaps” that can help automate your website management and/or digital marketing efforts.

1. Aggregating Form Data in a Globally Available Spreadsheet

I know that doesn’t sound too riveting at first, but administratively, it is important to be able to collect information in one place that can be distributed through an organization or team quickly and easily.

Imagine, for example, that you wanted to create a really simple RSVP form for an annual event, and you wanted to share the list of respondents with other departments.

To do this, we would build a “zap” between Gravity Forms and your Google Sheets account. Specifically, a trigger would be set up so that when a website user submits a form on your website, Zapier grabs all of that information and parses it into a Google sheet of your choosing.

2. Create New Leads in Salesforce

This really is an exciting one! More and more companies are shifting towards using Salesforce as their CRM of choice for managing their leads and prospects. Very frequently, organizations and companies have to duplicate their efforts when a site visitor submits a form on their website by then going and manually entering the lead in their Salesforce dashboard.

By creating a “zap” to act as the middleman, the forms on your website can send all of the user submitted information automatically to Salesforce, and create a new prospect record for your internal sales team to work off of.

3. Auto Post Website Content to Social Media

One of the most common tasks marketers want to accomplish with their website is to use it in conjunction with their social media properties and build out a more robust marketing ecosystem. With that, a very common requirement for website build is the ability for the website to automatically post content to social media accounts.

Zapier has several zap options that can assist with accomplishing this, and it can be setup such that when you post a new blog article, Zapier grabs the post image and posts it to Twitter and other social media platforms along with a link back to the website.

The sky is the limit to what you can automate with Zapier and WordPress. How are you using the platform? Share this blog if you found it helpful and read more WordPress tips and tricks here.

About Author

Ellis LaMay
Ellis LaMay has been building websites since he was in the 6th grade, starting with plain old HTML, long before developers were doing cool things with JavaScript and CSS. One day, he discovered WordPress and from then on he was hooked. So hooked, in fact, that he began building sites professionally. Today, Ellis is a WordPress expert. He is the Director or WordPress Operations and works with a team of account and project managers to plan, develop, and implement functionality for clients. Ellis’ favorite part of his job is solving puzzles, in order to help client’s accomplish their business goals. Outside of work, Ellis enjoys spending time outside, hiking, camping, and exploring new cities with his wife. A fun fact about Ellis? Whenever his neighbor’s surround sound system gets too loud he retaliates with heavy metal riffs on his electric guitar. His wife does not appreciate this as much as he does.

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