{"id":110491,"date":"2020-09-15T19:13:40","date_gmt":"2020-09-16T00:13:40","guid":{"rendered":"https:\/\/wpengine.com\/?post_type=resource&#038;p=110491"},"modified":"2023-10-19T16:00:15","modified_gmt":"2023-10-19T21:00:15","slug":"add-airtables-to-wordpress","status":"publish","type":"resource","link":"https:\/\/wpengine.com\/case-studies\/resources\/add-airtables-to-wordpress\/","title":{"rendered":"Seamless Airtable to WordPress Integration Guide"},"content":{"rendered":"\n<p>If you collect user data on your site, such as names and email addresses, you may have discovered that organizing all that information into something usable can be tough. This is especially true on large sites that get tens or hundreds of form submissions every day.<\/p>\n\n\n\n<p><a href=\"https:\/\/airtable.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Airtable<\/a> is an elegant solution to this problem. It takes the power of a database, the flexibility of a spreadsheet, and the ease-of-use of a modern app, and combines them all into one platform that can be tailored to your exact needs.&nbsp;<\/p>\n\n\n\n\n\n<p>In this article, we\u2019ll cover exactly what Airtable is and why you should be using it on your WordPress site. Then we\u2019ll walk you through how to connect it to your forms so you can start collecting data today. Let\u2019s get started!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Is an <a href=\"https:\/\/airtable.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Airtable<\/a>?<\/h2>\n\n\n\n<p><a href=\"https:\/\/airtable.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Airtable<\/a> is an incredibly flexible system that combines the functionality of a spreadsheet with the power of a database. The end result is a highly-customizable tool that can be applied to nearly any task you can think of.<\/p>\n\n\n\n<p>A few examples include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project management<\/li>\n\n\n\n<li>Customer relationships management<\/li>\n\n\n\n<li>Content calendars<\/li>\n\n\n\n<li>Client booking<\/li>\n<\/ul>\n\n\n\n<p>In a nutshell, Airtable is whatever you want it to be. It can be used to organize information and then display it in a variety of ways, from a simple spreadsheet-style layout to calendars, Kanban boards, and gallery views.&nbsp;<\/p>\n\n\n\n<p>The best part is that Airtable takes the hassle out of creating these tools. Getting advanced functionality out of a spreadsheet can be quite complex, but Airtable is designed to be simple and easy to use.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Add an Airtable to Your WordPress Site?<\/h2>\n\n\n\n<p>There are a lot of ways you could incorporate Airtable on your WordPress site, but the most common use is to collect and manage data about your visitors. That information can come from either user surveys or signup forms.<\/p>\n\n\n\n<p>Most websites include signup forms of one kind or another, for email newsletters, notifications, product trials, user account creation, and so on. By connecting these forms to Airtable, you can have the information automatically aggregated into a spreadsheet that organizes names, email addresses, product preferences, and more. This is extremely powerful for content planning, enabling you to tailor posts and <a href=\"https:\/\/wpengine.com\/resources\/marketing-to-gen-z\/\" target=\"_blank\" rel=\"noreferrer noopener\">marketing materials<\/a> to your audience.&nbsp;<\/p>\n\n\n\n<p>Airtable can also be used to aggregate and display survey results. This lets you easily get a birds-eye view of your user base, and the data can be used to inform product planning, relationship management, and more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">A Guide to Integrating Airtable Into Your WordPress Site (In Five Easy Steps)<\/h2>\n\n\n\n<p>To get Airtable set up on your WordPress site, you\u2019ll need a forms plugin that can integrate with&nbsp; a <a href=\"https:\/\/zapier.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">service like Zapier<\/a>, which connects two apps or services. The <a href=\"https:\/\/www.gravityforms.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gravity Forms plugin<\/a> is a popular choice.<\/p>\n\n\n\n<p>Then you\u2019ll just create your form and use Zapier to send the data to Airtable. Let\u2019s walk through how the process works.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Integrating Airtable with Your WordPress Contact Form<\/h3>\n\n\n\n<p>We\u2019ll use Gravity Forms for our demonstration, since it\u2019s such a popular and easy-to-use tool. First, you\u2019ll need to <a href=\"https:\/\/www.gravityforms.com\/pricing\/\" target=\"_blank\" rel=\"noreferrer noopener\">purchase and download the plugin<\/a>. Then head to your WordPress dashboard and navigate to <em>Plugins &gt; Add New.<\/em><\/p>\n\n\n\n<p>Click on <em>Upload Plugin<\/em>, and choose the Gravity Forms file you just downloaded. Don\u2019t forget to activate it once it\u2019s installed!<\/p>\n\n\n\n<p>Next, you need to create your form. We\u2019ll use a basic <a href=\"https:\/\/wpengine.com\/resources\/form-to-database\/\" target=\"_blank\" rel=\"noreferrer noopener\">contact form<\/a> as our example. Navigate to <em>Forms &gt; New Form <\/em>in the sidebar, then give it a name and click on <em>Create Form.<\/em><\/p>\n\n\n\n<p>Next, select the field options you want from the list on the right:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/XJ4rbDbryXei4ScSuaLcK8f-xNlriQfv0qBi7BMPeZoiSyceplY08fOH7RIk0FUz9h4sKr7HVZ1Kt8WKGkZhPw0VOgukI33gujJvqpxwRRNW9zafoccsWqzk0A9iqsbNAsQABRI4\" alt=\"Visual representation of integrating Airtable with WordPress\"\/><\/figure>\n\n\n\n<p>When you\u2019re done, click on <em>Update <\/em>to save your form. Next, open up the page in the WordPress editor and add a new <em>Forms<\/em> block:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/cAmUx151EDA8pZzOfn3JnzBEgw1GabAQr7izDQ8wX4P6Vxf8jygXA79vTgrk76rEl5ZfGW9Wl6tj6Ra_uquoi__yTbOw3rKNUKUgwoCOyKp2Fq1ixXtjBVv-tCGJXqXdqNiiBHL5\" alt=\"Visualizing WordPress Integration with Airtable Process\"\/><\/figure>\n\n\n\n<p>Select your newly-created form from the drop-down list and you\u2019ll be all set. Make sure to update the page as well.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Enabling the Gravity Forms Zapier Add-On for Airtable to WordPress Integration<\/h3>\n\n\n\n<p>With your form created, the next step is to connect Zapier to the form and your Airtable account. The first thing to do is make sure that Zapier integration is turned on for Gravity Forms.<\/p>\n\n\n\n<p>To do that, navigate to <em>Forms &gt; Add-ons. <\/em>Scroll all the way down until you see the <em>Zapier<\/em> add-on (they\u2019re in alphabetical order):&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/BXUdROg4KB7gmiPD_z83JT2TrpN2z1ZPFVed9ZnU6XWXiSL3VwY7qxefL1sdOMKnh3S7B4GR6dcYkzCPO4sgV1LAwk5l6uRYMPxuEy3cLxHWJKs1Eg9uKUzgq4zHIyVmQBY1VsMc\" alt=\"Step-by-step guide screenshot demonstrating how to integrate Airtable with WordPress using Zapier Forms and Add-ons.\"\/><\/figure>\n\n\n\n<p>If it\u2019s not active, click on <em>Activate.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Integrating Your Airtable API Key with WordPress<\/h3>\n\n\n\n<p>Next, you\u2019ll need to <a href=\"https:\/\/airtable.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">set up an Airtable account<\/a>. There\u2019s a free trier as well as several premium options, so feel free to choose the plan that fits your needs.<\/p>\n\n\n\n<p>Then, head to your Airtable account page and click on the Generate<em> API key <\/em>button:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/T-I_2DhFvySuOtq-_Hcw9IuME3om3FS17gn7vLQzcnXvKzShp5mhVtbi6dfMf28FK5G_Kfy-2gIHvntB8dOp16MH9HgfSUnPnK-zx04fg4vqiNuhU_ww1qO-rp_kJ-nISDG0l9xr\" alt=\"Visual Guide on Generating Airtable API Key for WordPress Integration\"\/><\/figure>\n\n\n\n<p>Copy and paste that key somewhere safe, as you\u2019ll need it shortly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Create a Zapier \u2018Zap\u2019 to Connect Airtable to WordPress using Gravity Forms<\/h3>\n\n\n\n<p>At this point, you\u2019ll want to <a href=\"https:\/\/zapier.com\/sign-up\/\" target=\"_blank\" rel=\"noreferrer noopener\">create a Zapier account<\/a> if you don\u2019t have one already. Then you can head to your account settings page and select <em>Make a Zap<\/em>. In the first section, type in \u201cgravity\u201d to pull up Gravity Forms:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/cUwU_nffNpn04JIcV6fX3ixRxAO6r07C3fObPidsMnxSTREZZPhvG5ml6LykEOU5CX90k8O9nzu_SPIApjc5oTJ0EjU0DaQcf-8BJvQaLQcuarmwpTbIwCVIVeWGIM7W1bihE8Fq\" alt=\"Snapshot illustrating the process of integrating Airtable with WordPress via Zapier\"\/><\/figure>\n\n\n\n<p>Select the Zap and click on <em>Continue<\/em>. You\u2019ll be given a URL that you need to paste into your Gravity Forms form from Step 1.<\/p>\n\n\n\n<p>So head back to your WordPress dashboard, select <em>Forms<\/em> from the sidebar, and find your new form. Hover over it and click on <em>Settings<\/em>, then select <em>Zapier<\/em> from the list:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/fTNwZcYBG3sm-WFKVKtUsDjA2cg3Uyc5Og7PuOrfY4hgfdx_KRY5Rg056OLunuiyd_r-wBlh7pV5jjDNazMVFoyrg139qdUtB8M7XlNpKBV-XaiCHssMeS8lm6zLEKjl3Hh7UWtH\" alt=\"Visual guide on setting up Airtable to WordPress integration via Zapier\"\/><\/figure>\n\n\n\n<p>Next, click on <em>Add New<\/em>. Enter the name of your Zap and paste in the URL you were given. Make sure the <em>Active<\/em> toggle is set to \u201cOn\u201d as well. Then select <em>Save Zapier Feed:<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/k85-fK1sg8GrRLoPynQfKKZtX9PoivY8GF3nmyHxUUUXnU6zjI9H3BlyzO4jimyIwJJZzCCUQUtROaFjPheWySlCjxl2qf0xyRwmJFHESu6Jj_LPliLMupWm4rHO9SUicSFMPwLR\" alt=\"Visual representation of Airtable integration with WordPress - showcasing Airtable to WordPress connectivity\"\/><\/figure>\n\n\n\n<p>At this point, you can head back to the Zapier Zap settings. Click on <em>Continue<\/em> and follow the prompts, and the app will test your connection. If the test passes, you can move on to adding Airtable to the Zap.&nbsp;<\/p>\n\n\n\n<p>In the <em>Do this&#8230;<\/em> section, type in \u201cAirtable\u201d and select it from the list. Then choose <em>Create Record<\/em> from the three options:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/VFD0jNK0YEzm0ayQZNZzhR-Nrn4G8AXgF1fWGflYm8xVzvNiiMIg3SV89NabhQbDvbRR2t6sYNI9pStQ-pjrs38ikWP-Vmp3uaefznU7TaJP-psN2e_s4gOEnV9ALeTVU9nO1Mhh\" alt=\"Visual guide on establishing an Airtable to WordPress integration using Zapier\"\/><\/figure>\n\n\n\n<p>Click on <em>Continue<\/em>, and hit <em>Sign in to Airtable<\/em>. There, you\u2019ll paste the API key you copied earlier. When you\u2019re done, select <em>Continue<\/em> again.<\/p>\n\n\n\n<p>Next, you\u2019ll need to choose the \u2018Base\u2019 and \u2018Table\u2019 you want the form data to go to in Airtable. For this example, we\u2019ll choose \u201cSales CRM\u201d and \u201cContacts\u201d:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/tz1bywlD_wt3qv7U_U2F82OWNuKYrryd074_3fr9FqkbUvN-eLoxLkyaBKYFbSShzzT-4FtlafPz1Mx8HnNq5Lfdq5R7glSBUSrlRac8kjQetgxcV-okAEtPwhxhI5PXClohx1mx\" alt=\"Stepwise guide to integrating Airtable API key into WordPress via Zapier - screenshot\"\/><\/figure>\n\n\n\n<p>Next you need to test the Airtable integration. Click on the fields that correspond to your form and enter some test data. Then select <em>Test and Continue<\/em>:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/qJpkeJQmMoXP5O99kmaiMSmpG5ERvU6Onxm0nFxIZuysc26xIMgrBL6Nck6EpJGrmAVgAXAxo5yNpLVLPxhMG0H9L-IeF932eHj4Hxw_sFXxCGkmIknIJQExBfyMGfYo7NA0Ipff\" alt=\"Visual guide on integrating Airtable to WordPress successfully\"\/><\/figure>\n\n\n\n<p>If the test is successful, you\u2019ll finally have the option to activate your Zap. Click <em>Turn on Zap<\/em>:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/gGyWxQMQaD5STFA2ylU-5S9LW_dVq5oxoQRPezq08C0PJeB_7jeOXkAkJY06xHTXAmu56SRl2Ekhp6WODvYwQ7QUzTA98chm-6OHM_SsHG4iFUX0z8NKNoF0xx89wJ4sUtpiWQTH\" alt=\"Image demonstrating successful integration of Airtable with WordPress using Zap\"\/><\/figure>\n\n\n\n<p>That\u2019s it! Now your Gravity Forms form is connected to Airtable via Zapier. Any data entered in the form will be sent to your Airtable account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: Testing Airtable with your WordPress Form<\/h3>\n\n\n\n<p>Before taking your form live, it\u2019s a good idea to test it yourself to make sure everything works as expected. Head to the page where your form is located, enter some test data, and then check your Airtable account to make sure the information shows up where you need it.<\/p>\n\n\n\n<p>With that, you\u2019re all set. You now have a simple contact form that will send any data entered to Airtable, which you can then use however you like.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Customize Your Site with WP Engine<\/h2>\n\n\n\n<p>If you need an elegant, customizable way to capture and organize data from your site, <a href=\"https:\/\/airtable.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Airtable<\/a> might just be it. By connecting this solution to your forms, you can easily gather and organize information to inform your marketing, development, and more.<\/p>\n\n\n\n<p>If you need even more customization options, WP Engine can give them to you. We offer the best resources on the web for users and developers, and our <a href=\"https:\/\/wpengine.com\/wordpress-hosting\/\" target=\"_blank\" rel=\"noreferrer noopener\">WordPress hosting<\/a> <a href=\"https:\/\/wpengine.com\/plans\/\" target=\"_blank\" rel=\"noreferrer noopener\">plans<\/a> can help you deliver an incredible digital experience to your customers!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you collect user data on your site, such as names and email addresses, you may have discovered that organizing all that information into something usable can be tough. This is especially true on large sites that get tens or hundreds of form submissions every day. Airtable is an elegant solution to this problem. It<span class=\"tile__ellipses\">&hellip;<\/span><span class=\"tile__ellipses--animated\"><\/span><\/p>\n","protected":false},"author":297,"featured_media":110493,"template":"","resource-topic":[904],"resource-role":[896],"resource-type":[916],"class_list":["post-110491","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding Airtables to WordPress | WP Engine<\/title>\n<meta name=\"description\" content=\"Effortlessly integrate Airtable with WordPress for seamless data synchronization. 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