5 ways to automate Wufoo

Processing form submissions can feel like making photocopies—a tedious chore that eats into your day.

Your time is better spent doing tasks that need your analytical savvy or creative eye. Not on burning the midnight oil to manually enter data, populate your to-do list app, or message updates to your team.

Let your forms run themselves through the magic of automation. With Zaps—that’s what we call our automated workflows—your Wufoo submissions can trigger automated actions across your favorite business tools. Let’s explore a few popular ways to streamline your Wufoo workflows.

Table of contents

Track Wufoo form responses in a spreadsheet

Manual data entry can become a time-consuming bottleneck, hindering your ability to analyze valuable insights. Fortunately, automation can streamline your processes. Every time someone completes your Wufoo form, Zapier can send their responses straight to your favorite spreadsheet tool, keeping your data organized and up to date in real time.

When you manually transfer data from forms, it’s easy to introduce typos, type data from the wrong field, or accidentally skip a field altogether. Automation minimizes the risk of those errors and saves you valuable time. Instead of going bleary-eyed while you drown in a sea of copy-and-paste, you can use Zaps to jump right to the good part: making better-informed decisions based on accurate data.

Add contact information from customers or leads

If you’re using Wufoo to collect contact information from customers or leads, you want to automate how you add those contacts to your digital rolodex—however you store that information. By doing so, you eliminate the risk of missing important leads or customer interactions, so you can focus on building strong customer relationships.

To your mailing list

Keep your mailing list up to date by automatically adding contacts from Wufoo to your email marketing platform. Capture fresh leads directly in your subscriber list, eliminating manual data entry tasks and allowing you to focus on higher-value activities—like crafting compelling email content and nurturing leads through targeted campaigns. 

To your CRM

Automatically capture all new Wufoo leads and contacts directly into your customer relationship management (CRM) system. This keeps your CRM consistently updated with new leads, so you can prioritize follow-up efforts more efficiently. Spend less time doing manual lead capture and more time qualifying and converting those leads into sales.

To your contacts list

Let automation handle the heavy lifting of adding new contacts to your go-to digital address book. No more tedious copy-pasting—seamlessly add new contacts the moment they submit a Wufoo form.

Create tasks from Wufoo

Managing Wufoo submissions shouldn’t turn into a never-ending task avalanche. Zapier can transform those entries into action items within your favorite project management tool.

With automation, each new Wufoo submission instantly becomes a new task in Asana, Trello, or any other tool you use. So every time you receive a customer service request in Wufoo, you can automatically create a task in your system, shrinking your resolution time and improving your team’s efficiency. Or whenever you get a new project lead from a Wufoo form, you can spark a task in your project management tool, keeping your team on top of deadlines.

For even greater control, you can also use Filter, one of Zapier’s built-in tools, to tailor how your automations work. For example, you could build a Zap that creates a Trello card only when a form submission meets specific criteria. That way, only the most high-priority tasks end up on your Trello board.

Send notifications from Wufoo

The slog of reviewing each submission and replying to messages individually can increase response times. Plus, if you’re ever overwhelmed with an influx of submissions, you might miss critical messages. Instead, you can use automation to trigger notifications from new Wufoo entries via your preferred channel: Gmail, Slack, or even SMS. 

Real-time notifications make it easy for everyone to stay in the loop. For example, if you use Wufoo to track support tickets, a Wufoo entry could trigger a message in your Slack channel, letting your customer service team know to jump on the issue right away.

Connect Wufoo with your calendar

Manage your appointments, meetings, and deadlines more effectively. By connecting Wufoo to your calendar, you can automatically add every new form submission that requires scheduling to your calendar. This saves time, reduces the risk of double bookings, and captures all your important events on your calendar.

A client consultation request from Wufoo could instantly appear on your calendar, making it less likely you’ll miss the event or double-book your time. Or, a new project deadline from a form could trigger a calendar event as a reminder, helping you remember important tasks and meet deadlines.

Manage all your data more effectively

Stop drowning in manual data entry and free yourself to focus on what truly matters—delivering stellar service and scaling your business to new heights. Zapier seamlessly connects Wufoo to your entire tech stack, so form submissions trigger automated actions across your favorite tools.

With thousands of supported integrations, this is just the start of what you can do with Wufoo and Zapier. What will you automate first?