Creating Base CRM Leads Automatically from Wufoo using Zapier

You can utilize Zapier to automatically create new Leads in Base CRM from Wufoo forms. If you have not yet checked out our help guide for getting started with Zapier, here's a link to more information on using Zapier in Base that you may want to check out first!

To get started you’ll need:

  1. A Zapier account

  2. A Wufoo account

  3. A Base CRM account

Click “Use this Zap” below to start the setup process.

Upon clicking a pop-up will appear. If it does not appear, please check your browser pop-up settings. Click the “Create this Zap” button to continue. 

Next, select the New Entry Wufoo trigger and click “Continue.” You will be asked whether you have created your form in your Wufoo account. If you have not you should do that now. Click “Continue.”  

Next, you will have to connect your Wufoo account. Click the “Connect a New Account” button,

 

Another pop-up will appear that will ask you to sign in to your Wufoo account. After entering your credentials, click “Yes, continue.” If successful, the pop-up will close and the account will be connected like so,

Click “Save + Continue.”Next, click on the Form search bar and your available forms will appear as options. I have created a form called “Test” as you can see below.

Next, click on the Form search bar and your available forms will appear as options. I have created a form called “Test” as you can see below.

Select the form you would like to use and click “Continue.” Once Zapier tests have been completed, select the “New Lead” Base action and click “Continue.”

If you have not read the general Zapier article which includes how to connect your Base account, you can do that now. Or, you can connect your Base account within this step of the Zap creation. Once an account has been linked, select it and click “Save + Continue.

In this next step, you’ll need to use the "Insert Fields" button to map in data from your Wufoo form to fill in the first name, last name, and email address of the new Lead you'll be creating. You can select further Lead field options by selecting the “Show advanced options” button highlighted below,

More on the action process here.

When completed, click “Continue.”

A test of your Zap will now appear. If the information looks correct click “Create & Continue.” If everything was completed properly, the following message will appear:

 

 

Clicking “Finish” will complete the Zap and turn it on. Congrats! You did it! Now when your Wufoo form is completed a new Lead will automatically be created in your Base account.