How to Connect Your Forms to Zapier in 5 Minutes

You collect data through forms but still spend hours manually transferring it to your CRM, email marketing tool, or Slack? Connecting your forms to Zapier is the solution to automate these repetitive tasks. According to a Forrester study, companies that automate their workflows save an average of 4 to 6 hours per week per employee.

In this practical guide, you’ll learn how to set up this connection in under 5 minutes. No technical skills required.

Why Connect Your Forms to Zapier?

Zapier is an automation platform that connects over 6,000 applications together. It works on a simple principle: a trigger causes one or more actions.

The Concrete Benefits

Connecting your forms to Zapier allows you to:

• Eliminate manual data entry: each submission automatically feeds your other tools
• React instantly: Slack notification, confirmation email, real-time task creation
• Reduce errors: data is transmitted exactly as collected
• Save time: automations work 24/7, even while you sleep

Most Common Use Cases

Here’s what businesses automate most often:

Trigger	Action	Estimated Savings
New form submission	Create HubSpot contact	2 min/contact
Quote request	Slack notification + sales email	10x faster response
Newsletter signup	Add to Mailchimp list	1 min/signup
User feedback	Create Trello card	3 min/feedback

A SMB receiving 100 submissions per week saves 5 to 10 hours of manual work.

Prerequisites Before Getting Started

To connect your forms to Zapier in 5 minutes, you’ll need:

1. A Zapier account (free for simple automations)
2. A webhook-compatible form (Skedox, Typeform, Google Forms, etc.)
3. The destination application (CRM, email tool, Slack, etc.)

Why Webhooks Are Essential

A webhook is a URL that receives data in real-time. When someone submits your form, the information is instantly sent to this URL.

Skedox offers native webhooks on all its forms. You activate them with one click from the form settings. This feature is what makes the Zapier connection so quick.

Step 1: Create Your Zap in Zapier

A “Zap” is the name given to an automation in Zapier. Here’s how to create one:

1. Log into your Zapier account
2. Click “Create Zap”
3. You’ll arrive at the visual editor with two blocks: Trigger and Action

Configure the Trigger

For the trigger, you have two options:

Option A: Native Integration

If your form tool has a native Zapier integration:

1. Search for your application (e.g., “Skedox”, “Typeform”)
2. Select the “New Form Submission” event or equivalent
3. Connect your account
4. Select the relevant form

Option B: Webhook (recommended for more flexibility)

1. Search for “Webhooks by Zapier”
2. Select “Catch Hook”
3. Zapier generates a unique URL (copy it)
4. Paste this URL into your form’s webhook settings

The webhook method offers more control over the transmitted data.

Step 2: Configure the Webhook in Your Form

This step takes less than 2 minutes. Here’s the procedure with Skedox:

1. Access your Skedox dashboard
2. Select the form to connect
3. Go to Settings > Integrations > Webhooks
4. Paste the Zapier URL copied earlier
5. Click “Activate”

Test the Connection

Before proceeding, verify that the connection works:

1. Fill out your form with test data
2. Submit the form
3. Return to Zapier and click “Test trigger”
4. Your test data should appear

If the data displays correctly, the connection is established. You can move to the next step.

Step 3: Define the Automated Action

This is where the magic happens. You’ll tell Zapier what to do with the received data.

Example 1: Send to a CRM (HubSpot)

Configuration:

1. In the Action block, search for “HubSpot”
2. Select “Create Contact”
3. Connect your HubSpot account
4. Map the fields:
   • Form email → HubSpot Email
   • Name → Full Name
   • Company → Company
   • Message → Notes

Zapier shows you a preview. Verify that everything matches.

Example 2: Instant Slack Notification

Configuration:

1. Search for “Slack”
2. Select “Send Channel Message”
3. Connect your Slack workspace
4. Choose the destination channel
5. Write the message with form variables:

New contact request!
Name: {{name}}
Email: {{email}}
Message: {{message}}

Your team receives a real-time alert for each submission.

Example 3: Add to an Email List (Mailchimp)

Configuration:

1. Search for “Mailchimp”
2. Select “Add/Update Subscriber”
3. Connect your Mailchimp account
4. Select the audience (list)
5. Map the email and custom fields
6. Set the status (subscribed, pending)

Each newsletter signup automatically feeds Mailchimp.

Step 4: Activate and Test Your Zap

Final stretch. You need to verify that everything works in real conditions.

Complete Testing Procedure

1. Click “Test step” for the configured action
2. Verify in the destination application that the data was created correctly
3. If everything is correct, click “Publish” or “Turn on Zap”

Troubleshooting Common Problems

Data isn’t arriving in Zapier

• Verify the webhook URL is correctly copied
• Ensure the webhook is activated in your form
• Test with a new submission

Field mapping is incorrect

• Field names are case-sensitive
• Verify you’re mapping the correct source to destination fields
• Use the preview to validate before publishing

The action fails

• Check permissions in your destination application account
• Some required fields may be missing
• Check error logs in Zapier

Going Further: Advanced Automations

Once your first Zap is configured, you can create more sophisticated workflows.

Add Multiple Actions

A single trigger can cause multiple actions:

• New submission → Create CRM contact + Slack notification + Confirmation email

In Zapier, click the ”+” after your first action to add more.

Use Filters and Conditions

Zapier allows you to add conditional logic:

• If budget > 10,000 dollars → Alert the sales director
• If request type = “support” → Create a Zendesk ticket
• If source = “advertising” → Tag as paid lead

Filters prevent triggering unnecessary actions.

Format the Data

Zapier’s “Formatter” module transforms data before the action:

• Capitalize a name
• Extract the domain from an email
• Calculate a date (D+7 for follow-up)
• Split a field into multiple

These formats improve data quality in your tools.

Alternatives to Zapier

Zapier isn’t the only option. Other platforms offer similar features:

Make (formerly Integromat)

• More powerful for complex scenarios
• More advantageous pricing (about 30% cheaper)
• Slightly steeper learning curve

n8n

• Open source and self-hostable solution
• Ideal for companies concerned about data sovereignty
• Requires hosting (server or cloud)

Native Skedox Webhooks

For simple integrations, Skedox offers webhooks that send data directly to your tools. Without going through an intermediary. This solution is free and doesn’t depend on Zapier limits.

Measuring the ROI of Your Automations

Setting up automations is good. Measuring their impact is essential.

Metrics to Track

• Time saved: how many minutes per submission?
• Volume automated: number of Zaps executed per week
• Error rate: percentage of failures vs successes
• Processing time: time between submission and action

Example ROI Calculation

A marketing agency automates the form → CRM connection:

• 200 leads/month collected
• 3 minutes saved per lead (manual entry)
• Monthly savings: 10 hours
• Zapier cost: 19 dollars/month (Starter plan)
• Employee hourly cost: 40 dollars
• Monthly ROI: 400 dollars saved - 19 dollars = 381 dollars net gain

The automation pays for itself in the first month.

Best Practices for Reliable Automations

Document Your Zaps

Clearly name each Zap: “Contact Form → HubSpot + Slack #sales”

Add a description with:

• The data source
• The triggered actions
• The applied conditions
• The creation date

Monitor Regularly

Check Zap history once a week. Identify:

• Repeated failures
• Abnormal volumes
• Processing delays

Set Up Alerts

Configure notifications for errors:

• Automatic email if a Zap fails
• Slack alert for critical errors

Conclusion: Connect Your Forms to Zapier Today

Connecting your forms to Zapier transforms your data management. In 5 minutes, you eliminate hours of manual work, reduce errors, and speed up response times.

The steps are simple:

1. Create a Zap with a webhook trigger
2. Configure the webhook in your form
3. Define the action (CRM, Slack, email…)
4. Activate and test

Start with a simple automation. Then gradually add actions and conditions.

Ready to automate your forms? Skedox combines customizable forms, native webhooks, and data centralization. Create your free account and connect your first form to Zapier in just a few clicks.