Zapier Integration

Zapier connects BttrForm to over 5,000 apps without writing code. Every time a form receives a submission, Zapier can automatically send that data to your CRM, email platform, project management tool, database, or any combination of services. This guide walks you through the complete setup and shares popular workflow examples.

How the Integration Works

BttrForm's Zapier integration uses the "New Submission" trigger. Whenever a respondent submits one of your forms, BttrForm sends the response data to Zapier, which then executes one or more actions in your connected apps. The entire flow — called a "Zap" — runs automatically in the background.

Step-by-Step Setup

Step 1: Open the Integrations Panel

In the BttrForm dashboard, open the form you want to connect. Navigate to the "Integrations" tab in the form settings. Click "Zapier" from the list of available integrations.

Step 2: Generate Your API Key

If you have not already created an API key, click "Generate API Key" in the integrations panel. Copy this key — you will paste it into Zapier in the next step. Each API key is scoped to your account and works across all your forms.

Step 3: Create a Zap in Zapier

Log in to Zapier and click "Create Zap". For the trigger:

1. Search for "BttrForm" in the app directory
2. Select the "New Submission" trigger event
3. Click "Continue" and connect your BttrForm account by pasting the API key from Step 2
4. Select the specific form you want to trigger on
5. Click "Test Trigger" — Zapier will pull in a recent submission as sample data

Step 4: Add an Action

After the trigger is configured, add one or more actions. Click the "+" button and choose the app you want to send data to. Map the BttrForm fields to the destination app's fields using Zapier's field mapping interface.

For example, to send submissions to a Google Sheet:

1. Choose "Google Sheets" as the action app
2. Select "Create Spreadsheet Row" as the action event
3. Connect your Google account
4. Select the target spreadsheet and worksheet
5. Map each BttrForm field (Name, Email, Message, etc.) to the corresponding column
6. Test the action and turn on the Zap

Step 5: Turn On Your Zap

After testing, toggle the Zap to "On". From this point forward, every new form submission automatically triggers the configured actions.

Available Trigger Data

The "New Submission" trigger sends the following data to Zapier:

Popular Zap Templates

Lead Capture to CRM

Route form submissions directly into your sales pipeline.

• Trigger: BttrForm — New Submission (Contact Form)
• Action 1: Salesforce — Create Lead
• Action 2: Slack — Send notification to #sales channel

Support Ticket Creation

Turn feedback forms into support tickets automatically.

• Trigger: BttrForm — New Submission (Support Form)
• Action 1: Zendesk — Create Ticket (map subject, description, priority)
• Action 2: Email — Send confirmation to the respondent

Event Registration

Manage registrations with confirmation emails and calendar invites.

• Trigger: BttrForm — New Submission (Registration Form)
• Action 1: Google Sheets — Add row to attendee list
• Action 2: Google Calendar — Create event for attendee
• Action 3: Gmail — Send confirmation with event details

Email Marketing Subscriber

Add form respondents to your email marketing list.

• Trigger: BttrForm — New Submission (Newsletter Signup)
• Action: Mailchimp — Add/Update Subscriber (map email, name, tags)

Multi-Step Zaps

Zapier supports chaining multiple actions in a single Zap. Combine actions to build complete workflows:

New Submission
  → Create row in Google Sheets (logging)
  → Create contact in HubSpot (CRM)
  → Send Slack notification (#new-leads)
  → Send thank-you email via Gmail

Each step can use data from the trigger or from previous steps, allowing you to pass generated IDs, links, or confirmation numbers downstream.

Using Filters and Paths

Filters

Add a filter step between the trigger and action to conditionally run the Zap:

• Only proceed if email field is not empty
• Only proceed if country equals "United States"
• Only proceed if rating is less than 3

Paths

For complex branching, use Zapier Paths (available on paid plans). Each path evaluates a different condition and runs its own set of actions:

New Submission
  Path A: IF rating >= 4
    → Send to Testimonial Board
    → Add "happy-customer" tag in CRM
  Path B: IF rating <= 2
    → Create urgent support ticket
    → Notify #escalations in Slack
  Path C: Default
    → Log to spreadsheet

Troubleshooting

Zap not triggering: Confirm the Zap is turned on in your Zapier dashboard. Verify that the API key in Zapier matches the one in your BttrForm integrations panel. Submit a test response and check Zapier's task history.

Missing fields in mapping: Zapier loads sample data during setup. If you added new fields to your form after creating the Zap, click "Refresh Fields" in the trigger step to pull the latest schema.

Duplicate entries: Check if you have multiple Zaps listening to the same form. Also verify that Zapier's deduplication did not re-trigger on an older submission — check the submission ID in the task log.

Rate limits: BttrForm sends webhook events to Zapier in real time. If you receive a large volume of submissions simultaneously, Zapier queues them according to your plan's task limits. Zaps on the free tier may experience delays during high-traffic periods.