+44 203 287 0899 info@solvaa.co.uk
: A laptop and plants on a wooden desk with grey wall, with text overlay saying ‘save contact form submissions in a spreadsheet’.

If you use a form on your website for visitors to contact you then you will usually get their details emailed to you so that you can then respond.  Whilst this works adequately as a lead notification system, what would be more useful is to save contact form submissions in a spreadsheet, database, or CRM.  This avoids them getting lost in your email inbox and reduces the risk of human error if you need to transfer them manually to your lead management system (even if that ‘system’ is just a spreadsheet!).  It’s a simple way of streamlining your business which will save you time and improve productivity.

Whilst some webform apps can do all of this for you, many don’t have Zapier integrations or their Zapier hooks form part of a premium version of the plugin so you have to pay extra to save the form data automatically.

We have a great solution, a simple single-step zap that uses an email parser to record form submission entries and then store them in a spreadsheet.  Although our example uses Google Sheets, you can also use Microsoft Excel or Airtable.  You could also send your leads to a CRM such as Hubspot, Pipedrive, or Dubsado.

All you need to do is set up an inbox filter to send web form submissions to a Zapier email address and the automation will do the rest!  The zap extracts the form data according to the rules you have set up, and stores it in the relevant columns in your Google Sheet.

The great news is that this simple zap can be created using the free version of Zapier, so there’s nothing to stop you giving it a try!

 

Our video demonstrates how to use an email parser to save contact form submissions in a spreadsheet

Our new video shows how to save contact form submissions in a spreadsheet using Zapier’s email parser.

The steps to save web form submission entries are :

  • Create a trigger event using the Email Parser by Zapier
  • We show how an email parser account manages the template for mapping data from the email to the spreadsheet
  • Create a spreadsheet row in Google Sheets which is populated with the mapped, parsed data

As we explain in the video, the data in your email needs to be formatted consistently for the parser to be able to send it to the right columns in the spreadsheet.  If you have more than one form then you could either set up separate zaps for each one, or could add a filter step to process the data correctly for each one.

 

Find out more

If you’d love to learn more about Zapier, including a deep dive into the email parser, then we are launching a course soon!  You can join the course waitlist here to be kept in the loop.

 You can also get our free quick-reference cheatsheet to Zapier built-in functionality just below:

Watch the video and subscribe to our YouTube channel

Save some time and download the Zap template

If you liked the video and can use process in your business, go ahead and download the ready-made template below. Once you have the template, just open it up in your Zapier account and customise it to your needs.

Save time and grab our pre-built Zap template

 

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

Related Posts

Blue square with the text “How to automate a 7 day sales cadence of activities in Pipedrive” on a teal background with brass paperclips, a mug of black coffee, plant and a Solvaa logo.

How To Automate A 7 Day Sales Cadence Of Activities In Pipedrive

Creating a structured sales cadence is vital when prospecting for new business.  If you don’t follow up leads, or adopt a haphazard approach then they are less likely to convert into sales.  A sales cadence is a series of activities where you contact a person or...
A laptop on a desk being used by a woman with fruit in the background. Overlaid with text which says : Optimising Xero to delivery cost and time savings. Includes a small Solvaa logo in the corner.

Client success story : How OYNB saves over £2800/month by optimising Xero

At Solvaa we love helping our clients streamline their business, saving them time and money in the process. A perfect example of this was our work with One Year No Beer where we helped slash 63% off their bookkeeping time, a massive 32 hours per week – nearly the...
Image shows a pen next to a bank statement and data chart next to a calculate. Text is overlaid which says ‘How Xero automation saves time and reduces errors’.

How Xero automation saves time and reduces errors

If you’re running a business then you want your workflows to be as slick as possible, particularly the finances.  If your staff are spending hours on repetitive manual tasks such as entering data into a spreadsheet then you are wasting time and money which could be...
Get our free ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest

Shares