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If you\u2019re like most entrepreneurs, you\u2019re always looking for ways to reduce your workload and get more done in the same amount of time.<\/p>\n
One of the best ways to grow your business is to free yourself from repetitive, laborious tasks that suck your time and energy by taking advantage of automation.<\/p>\n
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Form data is easy to collect, but what comes next can be challenging. When a job applicant fills out a form<\/a>, you may need to plug that info into Greenhouse. When a client fills out a form, you may have to create a Trello card. When a customer makes a purchase, you may want their data stored in a Google Sheet.<\/p>\n These are just some of the time-intensive tasks that businesses struggle with every day.<\/p>\n We\u2019ve built a big selection of add-ons<\/a> to help you move and manipulate your form data, but if we don\u2019t have an integration that meets your unique needs, check out Zapier<\/a>.<\/p>\n Gravity Forms and Zapier make a powerful pair. When used together, you can do pretty much anything you could ever want with your form data.<\/p>\n In this article, we\u2019re going to introduce you to Zapier and explain how to connect it to Gravity Forms.<\/p>\n [content_upgrade cu_id=”13175″]Free download: 12 Powerful Zapier + Gravity Forms Automations[content_upgrade_button]Click Here[\/content_upgrade_button][\/content_upgrade]<\/p>\n Zapier is an automation tool that lets you connect more than 2,000 apps. By connecting two apps together, you can automate many of the manual tasks you perform every day, saving countless hours and a lot of stress.<\/p>\n For example, let\u2019s say you want to make a post on Facebook every time you publish a new blog post. Instead of posting manually each time, you could create a Zapier workflow that automatically shares new blog posts.<\/p>\n Here are some of the most common Zaps:<\/p>\n For some more inspiration, check out Zapier\u2019s book with 300+ ways to automate your business:<\/p>\n Automation Inspiration: Find the Best Tips & Tricks in Your Industry to Put the Busy Work on Autopilot<\/a>.<\/p>\n Before you dive into Zapier, it\u2019s important to understand a few key terms.<\/p>\n Zap<\/strong> – This is Zapier\u2019s name for an automated workflow. You\u2019ll create a Zap to connect two applications together. Zaps consist of two components: A trigger and an action.<\/p>\n Trigger<\/strong> – A trigger is an event that starts a Zap. Zapier will monitor an application for the trigger so it knows when to complete the workflow.<\/p>\n Action<\/strong> – An action is an event that completes a Zap. It\u2019s the thing that happens when Zapier identifies a trigger.<\/p>\n Task<\/strong> – Every piece of data that passes through a Zap is called a task. Each task is something you would have had to do manually without Zapier.<\/p>\n Here\u2019s an example\u2026<\/p>\n Let\u2019s say you have clients who send you projects by email. You want a way to quickly assign them to your team. You can set up a workflow – a Zap – that creates a Trello card any time you \u201cstar\u201d an email in Gmail.<\/p>\n In this example, the trigger is whenever you click a star icon next to an email in your inbox. The action is the creation of the Trello card Zapier. Each time Zapier makes a Trello card is a task.<\/p>\n Okay, let\u2019s get down to it. Here\u2019s a step-by-step process to connect Gravity Forms and Zapier.<\/p>\n Your first step is to open your own Zapier account<\/a>. The free account lets you use 20 Zaps at once. You can access premium features for free for two weeks.<\/p>\n This step isn\u2019t necessary, but we strongly recommend it.<\/p>\n Zapier is a powerful tool you\u2019ll find useful beyond a Gravity Forms, so poke around the apps page<\/a> and the integrations page<\/a>. These will give you inspiration for other kinds of Zaps that might help your business. As you\u2019ll see, Zapier works with many<\/em> tools you probably use every day.<\/p>\n Zapier has pre-built some Gravity Form Zaps, as well. Check out the Gravity Forms Integrations page<\/a> to see how most people use these two apps together.<\/p>\n For the purpose of this guide, we\u2019re going to assume you want to do something simple like sending all Gravity Form submissions to a CRM like Salesforce.<\/p>\n If you have a Pro or Elite Gravity Forms license, you\u2019ll definitely want to use the Zapier Add-On. It\u2019s a seamless, easy-to-use way to push the data you collect with Gravity Forms to countless applications and services.<\/p>\n Please note:<\/strong> You don\u2019t need to use Zapier if we already provide an Add-On for the service you want to connect to. For instance, you don\u2019t need to hook Gravity Forms to MailChimp via Zapier because we already have a direct integration to MailChimp. Learn more here<\/a>.<\/p>\n Follow these steps to add the Zapier Add-On to your WordPress site.<\/p>\n If you prefer to install the Add-On via FTP, read this guide<\/a>.<\/p>\nWhat is Zapier?<\/h2>\n
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Zapier Terms<\/h2>\n
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<\/p>\nHow to Connect Gravity Forms and Zapier<\/h2>\n
Step 1: Create a Zapier Account<\/h3>\n
Step 2: Explore Zapier<\/h3>\n
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<\/p>\nStep 3: Install the Gravity Forms Zapier Add-On<\/h3>\n
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Step 4: Create Your Form<\/h3>\n
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