Do you want to make a custom Airtable form for your WordPress site?
Airtable is a data management tool that allows you to create your own data-driven applications. Basically, you can collect data using a form on your website and use it to make spreadsheets, contact lists, booking calendars, and more.
In this article, we will show you how to create a custom Airtable form in WordPress.
But first, if you've never installed WordPress, find out How to Install a WordPress Blog in 7 Steps et How to search, install and activate a WordPress theme on your blog
Then to why we are here.
Why create a custom Airtable form in WordPress?
airtable is a data management tool that allows you to build custom applications based on data. You can use it to better visualize the data collected on your website using WordPress forms.
For example, you can use your data from Contact form WordPress in Airtable as a tool CRM (Customer Relationship Management).
It can also be used for manage prospects captured by your WordPress forms. You can also use it to store user survey data on your website.
Basically you can use the data collected from your WordPress contact forms in Airtable to build custom apps, workflows, and tools for your business.
That being said, let's take a look at how to easily create a custom Airtable form in WordPress.
Creating a custom Airtable form in WordPress
To create our custom Airtable form in WordPress. We will first create a Contact form help by WPForms.
It is the best WordPress form builder plugin on the market and it allows you to easily build any type of form using a simple drag and drop interface.
After that we will connect our form to Airtable using a service called Zapier.
Zapier works as a bridge to connect two different apps without code. You can use it with dozens of online apps, including WPForms and Airtable.
Ready ? Let's go.
Creating your form in WPForms
First of all, you need to install and activate the plugin WPForms. For more details, see our step-by-step guide on how to install a WordPress plugin.
Note: You will need the Pro version or higher to access WPForms Zapier addon.
When activating, go to the page WPForms >> Settings, enter your license key. You can find the license key in your account on the WPForms website.
Then you have to go on WPForms »Add New in your WordPress dashboard. This will launch the WPForms interface.
We will use a model of Contact form simple with two additional fields for 'Company' et 'Phone'.
Once you have configured your form, you need to add it to your WordPress website. Just edit the post or page where you want to add the form.
In the post-edit screen, click the button capacitor positive (+) lead to add a new block. After that, find the WPForms block and add it to your content spot.
For detailed instructions, see our step-by-step guide on the creation of a contact form in WordPress.
Once you've added your form to your website, go ahead and create a test entry. This will be used to configure and verify the connection between WPForms and Airtable.
Here is our test entry, with name, email, phone, company name, and a message:
Preparation for connecting WPForms and Zapier
We are going to use Zapier to create a bridge between WPForms and Airtable. To do this, you need to install and activate the WPForms Zapier Addon.
In your WordPress dashboard, navigate to the page WPForms >> Addons and find the Zapier addon. Then go ahead, install it and activate it.
Now you have to go to the page WPForms »Settings» Integrations. Just click on the Zapier logo here, and you will get your Zapier API key. You need this to connect Zapier to your WPForms account.
Copy the API key to a safe place or keep this tab open, you will need it in the next step.
Preparation for connecting Airtable and Zapier
Now you need to prepare Airtable to connect with WPForms through Zapier. To do this, you need an Airtable API key. it will allow you to connect Airtable with Zapier.
Just create an account airtable or log into your existing account. Then click on the button Account top right. You will be taken to your account page, where you just have to click on the 'Generate API Key'
Once you've generated your key, you need to copy and paste it somewhere safe for later.
Creating your Zap to send data from your website form to Airtable
Then go to the Zapier website. Here you need to create a free account or log into your existing account.
In your Zapier dashboard, click on the 'Make A ZAP'at the top left to start the configuration wizard.
Please note: In Zapier, a “ZAP” is a process with a trigger and an action. Our trigger will be someone filling out the form, and our action will be to create a record in Airtable.
At the top of the screen, you need to give your zap a name, then you can configure the trigger.
First of all, in the area 'Choose App & Event', type' WPForms' in the search bar. After that, just click on the WPForms icon that appears:
You will be prompted to choose a trigger event. Leave this game on 'New Form Entry'and click on the button Continue.
Zapier will ask you to sign in to WPForms. Click here on the 'Sign in to WPForms':
You should see a popup window. You will need to enter your API key that you received earlier as well as the URL (domain name) of your website:
Once you've done that, click on the " Yes, continue To move on.
Next, you will be asked to select the form you created earlier from the drop-down list.
Once you have selected the correct form, click on the 'Trigger test'.
You should then see a message telling you that Zapier found a test entry. The data will be displayed on the screen:
Click on the button 'Keep on going' to continue. You are now on the Action part of the Zap, where you must choose your second application.
Just type Airtable in the drop-down list and select it. Then you will see the drop-down list to choose an action event:
The action event is just what you want to happen when someone fills out the form on your website. You must select 'Create Record' here :
Now Zapier will prompt you to log into Airtable. You just need to click on the 'Sign into Airtable', then log in.
Now you need to enter the Airtable API key you received earlier:
Now you will see a button Continue. Just click on it to continue creating your zap.
Then you need to select your 'database'. You must also choose your Table. We are going to use Sales CRM as a base and add our new contacts to the table Contacts :
Now you need to tell Zapier which fields in your WPForms form should match the columns in your Airtable table.
For all applicable fields, simply select the correct field using your test data:
Once you are done, click on the button Continue " to continue. Zapier will now prompt you to send a test recording to Airtable, using your test data. You will see a preview of the data.
Click on the button 'Test & Continue'. This will send the test data to your chosen table in Airtable, thus creating a new record:
Now you just need to click on the 'Done Editing'to finish creating your zap.
You can verify that the record was correctly added to Airtable. To do this, simply go to your Airtable account, open the database Sales CRM, then view the Contacts table, and verify your test data.
If you need to change anything, just go back to step 'Customize Record'and change the data that goes in which column in your table.
The last step is to activate your Zap by clicking on the slider at the bottom of your screen.
Your ZAP is now running. All form entries through your connected form will be added to the Airtable table you selected.
Discover also some premium WordPress plugins
You can use other WordPress plugins to give a modern appearance and to optimize the handling of your blog or website.
We offer you here some premium WordPress plugins that will help you do that.
1. Facebook Recent Comments Widget
This widget allows you to display a list of the latest Facebook comments from your WordPress blog on the first page, or anywhere there is a widget used by the website.
As features you will have among others: the display of all the latest comments of your website or WordPress blog, theAutomatic or manual approval of comments to be displayed on the widget,sending an email notification when a person comments through the Facebook comments plugin, good SEO, compatibility with any WordPress theme, ooptions to customize the widget and much more.
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2. WordPress Quiz
WP Quiz is a WordPress Plugin which makes it easy to create multiple choice questions (MCQs) on your blog for many purposes like teaching, blogging, advertising, etc…
After a person completes their test, data regarding their score and answers will be immediately saved to the database for statistical purposes. Thanks to this statistical function, you can collect all the data necessary for your different objectives from your WordPress website.
See also Some WordPress features you probably do not know
In addition, WP Quiz has several customization parameters such as the localisation, color changing according to user interface, random questions, etc ...
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3. Related Posts for Distinct Posts
Ce WordPress Plugin was designed to help you solve the problem of displaying related content on your website. So it helps you deliver content that will interest users. You don't need to select related posts every time, as this process will be fully automated.
Related Posts for Distinct Posts is a WordPress Plugin which displays a default list of different blog posts as well as custom posts as related posts.
See also How to make an external link with the title of a WordPress article
You will still be able to search and select different items for individual items. You will also be able to configure certain rules to display related publications.
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Recommended Resources
Find out about other recommended resources to help you build and manage your website.
- 6 WordPress plugins to add Authorize.Net to your website
- Some WordPress plugins to engage visitors
- WordPress backup: explanations and the best WordPress plugins
- 8 Best Competitive Research Tools for Marketing Pros
Conclusion
Here ! That's it for this tutorial. We hope this article has helped you learn how to create a custom Airtable form in WordPress. Do not hesitate to share with your friends on your favorite social networks.
However, you can also consult our resources, if you need more elements to carry out your projects of creation of Internet sites, by consulting our guide on WordPress blog creation.
If you have suggestions or remarks, leave them in our section Comments.
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