How to create a custom Airtable form for WordPress? Without Zapier.

Efficient data collection and management are crucial for business growth and success. Integrating custom Airtable forms into WordPress offers a powerful solution for this task. You can make your data collection and workflow more efficient by using Airtable with WordPress.

This guide will teach you how to create and integrate your Airtable forms into your WordPress site without relying on Zapier. Ready to explore the benefits and optimize your workflow? Let’s dive in!

Why create custom Airtable forms for WordPress?

Airtable is a tool that combines a relational database with the simplicity of a spreadsheet. This makes it easy to create strong systems for managing data and business processes.

The applications are numerous and diverse. Airtable is great for managing projects and customer relationships (CRM). It also offers many options for automating tasks and creating custom solutions within your organization.

You may still wonder where the connection with WordPress lies. We understand. In reality, websites are highly strategic and powerful tools for collecting relevant and useful data for business development.

Adding forms to your website is a great way to gather information for various purposes. This includes marketing, product improvement, customer loyalty, and inventory management.

But here’s the issue: Airtable helps manage data, while a lot of valuable data is lost through your WordPress forms. This is where the power of integrating website forms with Airtable comes into play.

What are the advantages of creating custom Airtable forms for WordPress?

Creating custom Airtable forms for WordPress offers many advantages for streamlining your data collection and management process. Here are some practical advantages to consider.

1. Automation possibilities: By integrating your forms with Airtable, you gain access to the countless automation and integration possibilities that Airtable offers. You can automatically trigger actions such as sending emails or updating a database upon form submission. This simplifies your workflow, streamlines your data flow management, and offers you more productivity and efficiency.
2. Improved data management: On Airtable, you’ll find it easy to manage your data. For example, you can easily filter, organize, and analyze responses to your web forms.
3. Simplified and transparent integration: Just follow our simple and transparent guide, and you’ll be all set in just a few steps. Moreover, this improves the experience of your visitors and your data collection and management process.
4. Evolution and flexibility: Custom Airtable forms provide flexibility and evolution for your WordPress site, allowing you to adapt to growth and user needs. For instance, integrating Airtable with WordPress can help you effectively manage event registrations and collect customer feedback.
5. Ergonomics and user experience: Custom Airtable forms seamlessly integrate with your site’s branding. Take advantage of aesthetically pleasing and highly user-friendly forms. This way, you provide a better user experience and increase your chances of conversions.

Now that you understand the reasons for creating Airtable forms in WordPress and their advantages, let’s dive into the main topic.. How to create a custom Airtable form for WordPress?

You have two options:

1. Use a third-party automation service like Zapier to connect your Airtable account to WordPress.
2. Use add-ons such as WPForms to Airtable or Gravity Forms to Airtable to seamlessly connect your custom Airtable forms with WordPress.

Many online tutorials will suggest using Zapier. However, this option has several disadvantages and limitations.

Disadvantages of using Zapier to integrate a custom Airtable form into WordPress

Zapier is a widely acclaimed automation solution that offers a wide range of integrations. However, using Zapier to create custom Airtable forms for WordPress exposes you to several constraints and limitations.

Extra costs

Using Zapier to connect your custom Airtable forms to WordPress can incur additional expenses. Of course, there is a free plan. However, remember that Zapier’s prices can increase quickly. The prices can double or even more depending on your number of automated tasks.

Configuration complexity

Connecting a custom Airtable form to WordPress via Zapier is complex and time-consuming. It requires a thorough understanding of Zapier’s functioning to implement automation effectively. The Airtable to WordPress connection via Zapier involves multiple steps that demand careful attention. Moreover, a technical error in automation may lead to data loss or outliers.

Dependency on a third-party platform

Using Zapier to integrate your WordPress forms with Airtable makes you reliant on a third-party service. Otherwise, any malfunction on Zapier’s end could disrupt the functioning of your automation and business processes. Additionally, you grant access to your data flow to a third-party platform.

So, how can you integrate your WordPress forms with Airtable without encountering these risks? The answer is quite simple: use the WPForms to Airtable plugin.

💡 Get started with our WPForms to Airtable add-on now!

How to create a custom Airtable form in WordPress without Zapier?

Integrating custom Airtable forms into WordPress is a breeze with the WPForms to Airtable plugin. Just follow these simple steps to see how easy it is. To complete this tutorial, you will need:

• An Airtable account with the database you want to connect to your WordPress site
• A WPForms to Airtable license
• The WPForms plugin installed on your site

That being said, here are the 6 steps to integrate custom Airtable forms into WordPress in a few minutes.

Step 1: Install the WPForms plugin and create your form

WPForms is an excellent WordPress form creation plugin, very intuitive and easy to use. With drag-and-drop functionality, you can create all kinds of forms with this plugin. You can install and activate WPForms on your WordPress site by simply going to the official plugin directory. WPForms offers several pricing plans: a Lite version and premium versions. Note that our WPForms to Airtable add-on works perfectly with the free version of the WPForms plugin.

Note: Already using Gravity Forms for your WordPress forms? Use our Gravity Forms to Airtable add-on to integrate Airtable and WordPress in just a few clicks.

Step 2: Install, activate, and configure the WPForms to Airtable add-on

WPForms to Airtable is an add-on that allows you to connect your WPForms to your Airtable base to easily manage your data. With this extension, you can easily integrate custom Airtable forms into your website. To install WPForms to Airtable:

1. Visit the WPForms to Airtable page on WP connect website, choose your pricing plan, and download the plugin to your computer
2. Log in to your WordPress dashboard and click on “Add New Plugin” in the plugin menu
3. Choose the plugin file (downloaded in step 1) and click on “Install Now”

Wait a few seconds for the plugin to be installed. Once the installation is complete, activate your plugin and proceed to activate your WP connect license.

Activating your WPForms to Airtable Add-On license is a two-step process:

1. In your WordPress dashboard, go to the WPForms section in the left menu. Then click on “WP connect”.
2. Copy your license key and paste it into the designated field. Once entered, click on the “Activate” button to complete the process.

Step 3: Generate an access token for your Airtable account

To integrate custom Airtable forms into your WordPress site, you will need an Airtable access token. Follow these steps to create one:

1. Access your Airtable account and click on the account icon at the top right of the screen.
2. In the menu that appears, click on “Developer Hub”.
3. Click on “Personal access tokens” and then on “Create token”.

4. Add a name for your token.
5. Right below, click on “add Scope” and add the following 3 records:
   • “data.records:write”
   • “schema.bases:read”
   • “Data.records:read”
6. Next, click on “add base” and add the table you want to connect to your WordPress form.

4. Click on the “Create token” button. In the dialog box that opens, copy your Airtable access token.

Step 4: Add your Airtable access token to WPForms

Now that you’ve created your Airtable access token, it’s time to integrate it into your WPForms plugin.

To do this:

1. In your WordPress dashboard, go to “Settings” in the WPForms plugin menu.
2. In the options presented at the top of your screen, click on “Integrations.”
3. Click on Airtable and then “Add a new account.”
4. Enter a name for the connection you want to create.
5. Paste the access token you created in Airtable previously into the designated field.
6. Click the “Connect to Airtable” button.

Step 5: Create the connection between Airtable and your WordPress form

You’re almost done. At this step, you’ll connect your WPForms form to your Airtable base. Follow these steps to do so:

1. Open the form you want to connect to Airtable.
2. Go to the marketing settings in the left menu of the screen.
3. Choose Airtable from the list of options presented.
4. Click on “Add new connection” to set up the connection information.
5. Give a name to the connection you are creating between your WordPress form and your Airtable base.
6. Select your Airtable account.
7. Go back to your Airtable account. Access the table you want to connect to your WPForms form and copy its complete URL from your browser.
8. Return to the WPForms connection configuration page in your WordPress dashboard. Paste the Airtable table URL into the “Table lookup” field. WPForms will automatically extract the database ID “Base ID” and the table ID “Table ID”. These IDs will be filled in the designated fields.

In the next step, you’ll match the different fields between your Airtable table and your WPForms form, and you’ll be done.

Step 6: Map fields between WPForms and Airtable

Once the connection with your Airtable table is established, you need to map the fields from your WPForms form to the corresponding fields in the Airtable table. This will transfer the data entered into the form to the correct fields in your Airtable database and in the correct formats.

1. In the table fields section of your connection, you will see your “available form fields,” which are the fields present in your form.
2. On the right, in the “Table field type” section, select the field type you want to associate with your available form fields.
3. In “Table field name”, enter the precise, case-sensitive name of your Airtable field.
4. Repeat steps 2 and 3 for each form field present in your form.
5. Then click on “Save” in the upper right corner.

💡 Get started with WPForms to Airtable integration now!

Congratulations! You have just connected your WPForms form to your Airtable table, all without needing to use a third-party service like Zapier.

If you want to go further by sending your data only if certain conditions are met, you can take the next step. But know that this is optional.

Step 7 (Optional): Add conditional logic

In earlier steps, you set up your WPForms form to work with an Airtable table by making basic configurations. You can use conditional logic if you want to send data to Airtable only for certain conditions met in your form. To do this, follow these steps:

1. Click on “Enable condition.”
2. On the left, you can choose a field from your form and select the criteria that will trigger sending to Airtable, for example: “Request type” IS “Business request.”
3. Once you finish configuring the conditions you need, click on “Save settings”.

When you’ve finished integrating your Airtable custom form into WordPress, be sure to test it before going live.

Benefits of using WPForms to Airtable to create custom Airtable forms for WordPress

The WPForms to Airtable plugin is made specifically for WordPress. It allows you to link your custom Airtable forms to your WordPress site. Let’s explore some advantages of this solution.

Custom solution

The WPForms to Airtable plugin seamlessly integrates with the WordPress ecosystem. It incorporates all the latest WordPress best practices, ensuring optimal compatibility and a smooth user experience. The same applies to the security of your data.

A dedicated team of experts

A team of WordPress solutions and automation specialists oversees the WPForms development to Airtable add-on. You thus benefit from the support of a team of experts in automation, no-code solutions, and WordPress. Our team is actively improving the plugin’s features to provide you with more flexibility and advantages. Also, note that the team provides technical support and personalized advice.

Simplicity of configuration and use

WPForms to Airtable plugin has a simple interface, making it easy to configure and use. You can fully control the settings to customize the Airtable connection to WordPress based on your needs.

Ready to optimize your workflow with Airtable and WordPress? Try out the WPForms to Airtable plugin now for a customized, easy, and affordable solution for seamless integration.

Cost savings and controlled expenses

The WPForms to Airtable plugin offers transparent and predictable pricing. Zapier, on the other hand, charges based on the number of tasks per month. This can lead to unexpected costs. Save money and enjoy automation benefits by using Airtable and WordPress together with WPForms to Airtable add-on.

Examples of how to use Airtable custom forms for WordPress

Using custom Airtable forms in WordPress opens up a range of possibilities to enhance operational efficiency and productivity. Here are some concrete examples of how this integration can be beneficial for your business.

Lead and Customer Management

You can gather information from your WordPress form and keep it organized in Airtable using custom Airtable forms in WordPress. This allows for effective prospect tracking and quick follow-up alerts to your sales team. With all customer information in Airtable, you can track interactions, personalize communications, spot real-time sales opportunities, and facilitate team collaboration.

Customer satisfaction survey

Many businesses use customer satisfaction forms to improve their products and services. These forms can be on your WordPress website. By connecting your forms to Airtable, you can automatically collect feedback and even get alerts for unhappy customers. This way, you can address problems quickly.

Airtable also lets you see all the feedback in one place, so you can easily spot trends. This helps you make better decisions to keep your customers happy.

Job application form

Integrating your WordPress job application form with Airtable simplifies the hiring process. All managers can access applications that are automatically stored in one place when they submit them. Plus, you can automate personalized responses to applicants and notify HR instantly about new submissions. With Airtable, tracking each candidate’s status becomes effortless, from submission to the final decision.

Final Thoughts

And there you have it! You’re now equipped to seamlessly integrate custom Airtable forms into your WordPress site, without relying on Zapier.

We trust that our WPForms to Airtable plugin will empower you to collect, organize, and analyze data effortlessly, driving productivity and enhancing customer engagement.

If you’re a fan of WordPress plugins, feel free to check out our other fantastic extensions :

• Gravity Forms to Airtable Add-On: Seamlessly integrate your Gravity Forms submissions with Airtable, enabling effortless data management directly within Airtable’s interface.
• Contact Form 7 to Airtable: With our free integration, easily connect Contact Form 7 submissions to Airtable, allowing for efficient organization and management of form entries.

Our solutions offer seamless workflow automation directly from your WordPress Admin panel, eliminating the need for complex automation tools like Zapier or Make.