Do you need to make a custom Airtable type to your WordPress website?
Airtable is a information administration device that permits you to create your personal customized data-driven apps. Basically, you may gather information utilizing a type in your web site and use it to make spreadsheets, contacts checklist, reserving calendars, and extra.
In this text, we are going to present you the way to create a custom Airtable type in WordPress.
Why Create a Custom Airtable Form in WordPress?
Airtable is a information administration device that enables you to create customized data-driven apps. You can use it to higher visualize the info collected in your web site utilizing WordPress kinds.
For occasion, you should utilize your WordPress contact type information in Airtable as a CRM (Customer Relationship Management) device.
It can be used to handle leads captured by your WordPress kinds. You may also use it to retailer information from person surveys in your web site.
Basically, you should utilize information collected out of your WordPress contact kinds in Airtable to create customized apps, workflows, and instruments for your small business.
That being stated, let’s take a take a look at how to simply a custom Airtable type in WordPress.
Creating a Custom Airtable Form in WordPress
To create our custom Airtable type in WordPress. we’ll first create a contact type utilizing WPForms.
It is the greatest WordPress type builder plugin in the marketplace and permits you to simply create any form of type utilizing a easy drag and drop interface.
After that, we’ll join our type to Airtable by utilizing a service referred to as Zapier.
Zapier works as a bridge to join two totally different apps with none code. You can use it with dozens of on-line apps, together with WPForms and Airtable.
Ready? Let’s get began.
Creating Your Form in WPForms
First, you want to set up and activate the WPForms plugin. For extra particulars, see our step-by-step information on how to set up a WordPress plugin.
Note: that you just’ll want the Pro model or increased to entry the Zapier addon for WPForms.
Upon activation, go to the WPForms » Settings web page to enter your license key. You’ll discover the license key beneath your account on the WPForms web site.
Next, you want to go to the WPForms » Add New web page in your WordPress dashboard. This will launch the WPForms builder interface.
We’re going to use a easy contact type template with two further fields for ‘Company’ and ‘Phone Number’.
Once you’ve arrange your type, you want to add it to your WordPress web site. Simply edit the publish or web page the place you need to add the shape.
On the publish edit display screen, click on on the (+) button to add a new block. After that, seek for WPForms block and add it to your content material space.
For detailed directions see our step-by-step information on creating a contact type in WordPress.
After you might have added your type to your web site, go forward and create a check entry. This can be used to arrange and examine the connection between WPForms and Airtable.
Here’s our check entry, with title, electronic mail, telephone, firm title, and a message:
Preparing to Connect WPForms and Zapier
We’ll be utilizing Zapier to construct a bridge between WPForms and Airtable. To do this, you want to set up and activate the WPForms Zapier Addon.
In your WordPress dashboard, go to the WPForms » Addons web page and discover the Zapier addon. Then, go forward and set up and activate it.
Now, you want to go to the WPForms » Settings » Integrations web page. Simply click on on the Zapier brand right here, and you’re going to get your Zapier API key. You want this to join Zapier to your WPForms account.
Copy the API key someplace protected or hold this tab open, as you will want it in the later step.
Preparing to Connect Airtable and Zapier
Now you want to put together Airtable to join with WPForms by way of Zapier. To do this, You want an API key for Airtable. This permits you to join Airtable with Zapier.
Simply create an Airtable account or log into your current account. Then, click on the Account button in the highest proper. You can be taken to your Account web page, the place you simply want to click on the ‘Generate API Key’ button
Once you’ve generated your key, you want to copy and paste it someplace protected for in a while.
Creating Your Zap to Send Data From Your Website Form to Airtable
Next, go to the Zapier web site. Here, you want to create a free account or signal in to your current account.
In your Zapier dashboard, click on the ‘Make a Zap’ button on the top-left to begin the configuration wizard.
Note: In Zapier, a ‘zap’ is a course of with a set off and an motion. Our set off can be somebody filling in the shape, and our motion can be to create a report in Airtable.
At the highest of the display screen, you want to give your zap a title, after which you may arrange the set off.
First, in the ‘Choose App & Event’ field, kind ‘WPForms’ into the search bar. After that, merely click on on the WPForms icon that comes up:
Now, you may be prompted to select a set off occasion. Leave this set to ‘New Form Entry’ and click on the Continue button.
Zapier will ask you to signal in to WPForms. Just click on the ‘Sign in to WPForms’ button right here:
Now, you need to see a popup window. You will want to enter your API key that you just discovered earlier plus the URL (area title) of your web site:
Once you’ve accomplished that, click on on the ‘Yes, Continue’ button to transfer on.
Next, you may be requested to choose the shape you created earlier from the drop-down checklist.
Once you’ve chosen the right type, click on on the ‘Test trigger’ button.
You ought to then see a message telling you that Zapier discovered a check entry. The information from this can be proven on the display screen:
Click the ‘Continue’ button to keep it up. You at the moment are onto the Action a part of the Zap, the place you want to select your second app.
Simply kind Airtable into the dropdown and choose it. Then, you will note the dropdown for selecting an motion occasion:
The motion occasion is just what you need to occur when somebody completes the shape in your website. You want to choose ‘Create Record’ right here:
Now, Zapier will immediate you to signal into Airtable. Simply click on the ‘Sign into Airtable’ button after which login.
You now want to enter the Airtable API key that you just received earlier:
Now, you will note a Continue button. Just click on this to keep it up making your zap.
Next, you want to choose your Base, which is brief for ‘database’. You additionally want to select your Table. We’re going to use our Sales CRM as the bottom and add our new contacts to the Contacts desk:
You now want to inform Zapier which fields out of your WPForms type ought to correspond to which columns in your Airtable desk.
For all of the relevant fields, merely choose the right area utilizing your check information:
Once you’re accomplished, click on the ‘Continue’ button to keep it up. Zapier will now immediate you to ship a check report to Airtable, utilizing your check information. You will see a preview of the info.
Click the ‘Test & Continue’ button. This will ship the check information to your chosen desk in Airtable, creating a new report:
Now, you merely want to click on the ‘Done Editing’ button to end creating your zap.
You might want to double examine that the report has been accurately added to Airtable. To do that, merely go to your Airtable account, open the Sales CRM base then the Contacts desk, and examine to your check information.
If you want to change something, simply return to the ‘Customize Record’ step and alter which information goes into which column in your desk.
The ultimate step is to change your Zap on by clicking the slider on the backside of your display screen.
Your zap is now operating. All type entries by means of your linked type can be added to the Airtable desk that you just chosen.
You may see : How to Organize WordPress Files in Media Library Folders
We hope this text helped you learn the way to create a custom Airtable type in WordPress. To go additional with rising your small business, take a look at our guides to the greatest enterprise telephone providers and the greatest plugins for enterprise web sites.