With WordPress plugin functionality, we can add any type of application or software on top of WordPress. It can be a lead magnet, content blocker, project management, CRM, Support tools, or booking system; almost anything that one needs to run a small to mid-scale digital business. This extensibility offered by WordPress is one of the primary reasons for its humongous worldwide acceptance.
Though you can install and use different applications on WordPress, they are integrated by default. Entirely separate developers or agencies create these plugins. Plugins from different vendors are not designed to work together, which makes the system disconnected.
Let’s check scenarios where a connected system would make a difference in your digitization process.
- The marketing team would love to trigger a lead in the CRM tool when users fills up a form on the website.
- An unattended chat can create a jira task and assign it to specific support executive.
The usual way to connect these systems is by getting a developer on board to build APIs. Unfortunately, building API is a complicated task as it involves various sources and targets, plus multifold combinations of it.
Zapier solves both of these problems. First, it helps you connect two different disconnected systems without writing a single line of code. Zapier, based on the No Code though process, allows non-developers to build API through ready-made templates and intuitive zap builder.
How to Integrate and use Zapier with WordPress
Zapier helps you connect 4000+ apps like Google Sheets, LinkedIn, Airtable, Hubspot, Salesforce, Dropbox, and more; almost all cloud-based products we typically use.
Step 1) Create a free Zapier account.
Step 2) Create a new user with at least “Editor” access. ( Note: We need it later to connect Zapier with WordPress)
Step 3) Log in to Zapier and select a “Zap” you want to set up or create one.
Add “WordPress” to “Connect this app” and add “Google Sheets” to the “with this one!” dropdown.
Now add trigger and action; when “New Post” is published then “Create a spreadsheet Row”
If this is a predefined zap or a template, simply click on “Try it” button.
Step 4) Connect your WordPress account
Click on “Connect” button, it will open a pop up window. Add base URL, username and password and click “Continue”.
Step 5 ) Test the Zap.
And that’s it you have created a communication between WordPress and Google Sheets.
This is a basic demostration to show easy and quick it is to make two disconnected system communicate without writing single line of API Code.
In this series, we will explore the basics of the Zapier and custom zap creations.