Step 1: Get the Zapier addon for Formidable

  • Submit a ticket to have Webtech activate the Zapier addon for Formidable. It can be activated per subsite where needed, or network activated.

Step 2: Create your form in Formidable

  1. Include required fields for:
    1. First Name
    2. Last Name
    3. Email 
    4. Zip Code
  2. There are other mandatory fields that Salesforce requires, but the Zapier integration allows you to provide them from the Zap if they are not unique to the individual submitting the form.
  3. Make sure the form is saving entries, at least during the setup process.  Entry data is required for mapping. 
    Your form > Settings > General > Do not store entries submitted from this form Unchecked
  4. Submit one or two tests to make sure there are useful entries in the database for mapping

Note: we don’t recommend storing form entries after setup.  For more information on this topic:
https://webtech.its.maine.edu/usit-web-technologies-user-documentation-wordpress-administrator-guide/forms/#Forms-FormandDataSecurityRequirements

Step 3: Create new Connection

  1. Visit https://zapier.com/app/connections
  2. Click + Add Connection button
  3. Choose Formidable Forms from the list of available applications
  4. Follow the instructions in the popup window
    1. Navigate to the WordPress Dashboard on the subsite where your Formidable Form lives
    2. Formidable > Global Settings > API
    3. Copy the provided API Key from WordPress andPaste to the appropriate field in the Zapier popup window
    4. Carefully enter the URL for the subsite, making sure to include a trailing slash.  
  5. On the newly created Connection, click the button with 3 dots (…) and choose Test connection ensuring that the test is successful
    1. Optional: Rename this connection to something like Formidable /subsite so it’s easy to recognize

Step 4: Create a Zap

Setting up the integration requires Salesforce-specific knowledge about the fields and data that Salesforce expects in order to create a record.

  1. Visit https://zapier.com/app/zaps/
  2. Follow on-screen instructions to finish setting up your Trigger event.  This is where you tell Zapier about the data source.
    1. Click + Create button
    2. Choose New Zap 
    3. Add a Trigger. Choose Formidable Forms.
    4. App & event: For the Event, choose New Entry 
    5. Click Continue button
    6. Account: For the Account, choose the Connection you created in Step 2. (ex: Formidable /subsite)
    7. Trigger: A list of your Formidable Forms should be displayed.  Choose the one you wish to integrate with Salesforce.
    8. Click Continue button
    9. Test: Click Test trigger 
    10. A list of form entries (Records) should appear.  Choose the Record from the list that you wish to use for the purposes of mapping data to Salesforce.  
    11. Click Continue with selected record.
  3. Follow on-screen instructions to set up your Action event.  This is where you tell Zapier what to do with the data.
    1. Search for and choose Salesforce app
    2. In the list of available Events, search for and choose Create Record.
    3. Click Continue button.
    4. Create/Choose a Salesforce account.  Salesforce credentials are required to connect and create records in Salesforce.
    5. Salesforce Object: Choose Interaction (Interaction__c)
    6. Map all required fields either from the form, or set them manually during the mapping process.  First Name, Last Name, Email, Mailing Postal Code are all required by Salesforce for record creation and record de-duping.
      1. Interaction Source: set to Webform
      2. Lead Source: Set to Web Inquiry or something campaign specific.
      3. Make sure to set the appropriate Institution.
      4. Fields such as Term and Academic Interest require specific values if these need to be mapped to form field values.