Bobcares

Embed Airtable in WordPress | Explained

by | Oct 22, 2022

Our WordPress Support Services at Bobcares will give you a detailed note on the entire process of Embed Airtable in WordPress.

Airtable is a flexible system that combines the functionality of a spreadsheet with the power of a database. An end result is a highly-customizable tool that can be applied to nearly any task. A few examples are given below:

  • Project management
  • Customer relationships management
  • Content calendars
  • Client booking

Embed Airtable in WordPress

How to Add an Airtable to Your WordPress Site

To set up Airtable on your WordPress site, you will need a forms plugin that can integrate with a service like Zapier and connects two apps or services. A Gravity Forms plugin is a popular choice.

Then you will just create your form and use Zapier to send the data to Airtable. Let’s now work on Embed Airtable in WordPress article with simple steps.

Step 1: Create a Contact Form

We will now use Gravity Forms for our demonstration since it’s an easy-to-use tool. First, you will need to purchase and download the plugin then access your WordPress dashboard and go to Plugins >> Add New.

Click on Upload Plugin and choose the Gravity Forms file that downloaded. Don’t forget to activate it once it’s installed.

Next, you need to create your form. We will take a basic contact form as our example. Navigate to Forms >> New Form in the sidebar >> then give it a name >> click on Create Form.

Select the field options you want from the list on the right side of the page.

Once you are done, click on “Update” to save your form. Next, open the page in the WordPress editor and add a new Forms block:

Now choose your newly created form from the drop-down list box and you will be all set. Make sure that you have updated the page as well.

Step 2: Activate Zapier Add-on for Gravity Forms

By now the form is created, and the very next step is to connect Zapier to the form and your Airtable account. Make sure that Zapier integration is turned on for Gravity Forms.

To do that, navigate to Forms >> Add-ons. Scroll down until you see the Zapier add-on. If it is not active then click on Activate option.

Step 3: Get Your Airtable API Key

This step is to set up an Airtable account. There’s a free tier as well as several premium options, you can choose the plan that fits your needs.

Then, access the Airtable account page and click on the Generate API key button.

Note down the API key somewhere safe, as you will need it shortly.

Step 4: Create Zapier ‘Zap’ to Connect Airtable and Gravity Forms

At this point, you will have to create a Zapier account. Once done, go to the account settings page>> select Make a Zap. In the search bar section, type in “gravity” to pull up Gravity Forms.

Select the Zap and click on Continue. You will be given a URL that needs to paste in the Gravity Forms form from Step 1.

Head back to your WordPress dashboard >> select Forms from the sidebar >> find your new form. Hover over it and click on Settings >> select Zapier from the list:

Next, click on “Add New” Zapier Feeds. Enter the Zap name and paste the URL you were given. Make sure the Active toggle is set as “On”. Then select Save Zapier Feed.

At this point go to the Zapier Zap settings >> Click on Continue and follow the prompts. The app will test your connection. If the test result passes, you can further move on to adding Airtable to the Zap.

In the Do this… part, you need to type in “Airtable” and select it from the list. next, choose “Create Record” from the three options:

Click on Continue and hit the Sign in to Airtable option. There, you will get to paste the API key you copied earlier, once done select Continue again.

Next, you will have to choose the ‘Base’ and ‘Table’ that you want the form data to go to in Airtable. For example, we will choose “Sales CRM” and “Contacts” here.

Test the Airtable integration. Click on the fields that correspond to your form and enter test data. Select Test and Continue.

If the test is successful, you will finally have the option to activate your Zap. Click Turn on Zap.

That’s it! your Gravity Forms form is connected to Airtable via Zapier. Any data entered in the form will update to your Airtable account.

Step 5: Test Your Form

Before taking your form live, it is better to test it yourself to make sure everything works fine. Go to the page where your form is located and enter some test data, then check your Airtable account to make sure the information shows up where you wanted it.

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Conclusion

With that Embed Airtable in WordPress article, you’re all set. You have a simple contact form that will send any data entered to Airtable, which you can then use however you wish.

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