Formaloo and Airtable: The ultimate project management combo for startups
Do you use both Formaloo and Airtable but don’t know how to connect them both for your workflow automation? Let’s learn how to do it using Zapier.
Having an easy-to-use drag-and-drop form-building tool like Formaloo by your side makes your data collection and management hassle-free.
And if you’re an Airtable user as well, you’re in for a treat!
You can integrate both of these tools together to make your workflow even more efficient.
In this guide, I’ll walk you through the simple steps to integrate Formaloo with Airtable using Zapier. This integration will help you track projects and collect feedback data smartly.
Let’s dive in and see how you can quickly link Formaloo forms with your Airtable base.
Why integrate Formaloo with Airtable through zapier?
Formaloo provides various direct integrations with popular project management tools. In addition to these built-in integrations, you can expand your connectivity by using platforms like Make and Zapier to link Formaloo with thousands of other apps.
Zapier automates workflows by connecting two or more applications. Currently, it supports integration with over 7,000 different apps, all through its web-based platform.
Here are some reasons why you should consider using Formaloo with Airtable integration through Zapier.
Automated workflow
If you are a startup or someone who manages a lot of data, you know how important it is to move fast and stay organized. Manually transferring data between tools slows down your team and leads to errors.
With Zapier, you can set up triggers that automatically push data from Formaloo’s advanced form builder capabilities, like logic and calculation forms, directly into Airtable.
Every time someone fills out a form in Formaloo, you can automatically create a new row in Airtable without lifting a finger.
Zapier ensures that your data keeps moving in real-time, meaning your Airtable records are always up to date. It eliminates the need for manual data entry, saves you time, and reduces the risk of human error.
Flexibility and customization
Every startup is different. What works for one may not work for another. Zapier gives you a lot of flexibility in how you want the integration between Formaloo and Airtable to work.
You can set up multi-step workflows that don’t just move data but also trigger different actions. For example, after updating Airtable, you could automatically send an email or notify a team member.
Multi-step zaps automate more than two aspects of your customer journey processes. So, Formaloo’s integration with AirTable through Zapier is a great starting point for developing an omnichannel marketing strategy for your startup.
No technical expertise required
Most startups don’t have a large team of developers at their disposal. And frankly speaking, you don’t need to fork out extra bucks for simple automation, especially in the age of AI.
One of the biggest reasons to use Zapier for this integration is that you don’t need to be a developer or tech expert.
The interface is super user-friendly, so you can easily create workflows without writing a single line of code. Startup founders, operations managers, or anyone on the team can easily create smart workflows quickly.
Boost your startup’s productivity
The last thing your team needs is to waste time on repetitive manual data entry. Automating the flow of data between Formaloo and Airtable through Zapier frees up your team’s time to focus on scaling.
Instead of spending hours on data management, your team can focus on growing the business, like improving customer experience or developing new features.
Automating routine tasks also means your team can be more productive and make faster, data-driven decisions.
Scale your startup’s operations as you grow
Startups are all about growth. As you scale, your data management needs will increase. Using Zapier to connect Formaloo and Airtable helps you stay on top of things, no matter how much your business grows.
You can easily modify your automations in Zapier to meet new demands as your business grows, such as adding more steps or connecting additional apps.
Steps to integrate Formaloo with Airtable
Now that we’ve covered why integrating Formaloo with Airtable through Zapier is beneficial, let’s walk through the steps to make it happen. Don’t worry, it’s easier than you think.
Here’s a step-by-step guide to get you set up:
Step 1: Log in to Zapier
First, go to Zapier and log in to your account. If you don’t have an account yet, you can create one for free. Once logged in, you’ll be able to connect different apps and start automating your workflow.
You can either create a Zap from scratch and set up your automation, or you can follow step no: 2, which is a little easier.
Step 2: Search for the Formaloo and Airtable integration
Once you're inside Zapier, go to the dashboard and search for “Formaloo” and “Airtable” in the Zapier app directory. This will bring up the integration page where you can connect both apps.
Alternatively, you can also follow this link to directly land on the integration page.
Click on the option to start setting up your integration.
Step 3: Log in to Formaloo and Airtable
Zapier will now prompt you to log in to both your Formaloo and Airtable accounts. Simply enter your login credentials for each app. Zapier needs access to both accounts to create the integration and automate the workflow.
After you have entered your credentials and authorized Zapier to connect to both accounts, Zapier will sync the data in real-time without any manual work from you or your team.
Step 4: Select a trigger from Airtable
Next, you will need to set up your trigger. A trigger is an event that kicks off your automated workflow, which is called a “Zap” in Zapier.
In Airtable, a common trigger could be something like "New Record," which means every time a new row is added to a specific Airtable base, the workflow will begin.
- Example Trigger: Select "New Record" in Airtable as the trigger. Now, every time you add new data to your Airtable base, the Zap starts working.
You can also choose triggers based on updates to existing records or changes in specific fields, depending on your workflow needs.
Step 5: Set up an action in Formaloo
After selecting a trigger, it’s time to set up the action in Formaloo. An action is a task that gets executed after the trigger is activated.
This is a part of the automation where Formaloo steps in and performs a specific task based on what happens in Airtable.
- Example Action: Choose "Add Row" in Formaloo. The action ensures that every new Airtable record automatically creates a new entry in your Formaloo database so you centralize data from different sources in one place.
You can also create actions like updating existing rows, sending notifications, or even triggering workflows in other apps that Formaloo integrates with.
Step 6: Test and activate your Zap
Before going live, Zapier lets you test your workflow to make sure everything is working as expected. Run the test to see if the new record in Airtable triggers the action in Formaloo.
Once the test is successful, turn your Zap on. Your workflow is now live, and Zapier will continuously monitor your Airtable for the selected trigger and automatically perform the action in Formaloo whenever the trigger occurs.
And boom! You've just connected Airtable to Formaloo through Zapier. This integration will save you countless hours each month by eliminating manual data transfer and keeping your data in sync.
FAQ
How to embed Formaloo forms to Airtable?
To embed Formaloo forms into Airtable, first, open your Airtable base and click on "+ Add an extension." Search for "Embed" and select it. Then, paste your Formaloo form URL to add it. Your form will now be visible on your Airtable dashboard for easy use and sharing.
How to add integrations on Formaloo?
To add integrations on Formaloo, open your Formaloo dashboard and click the profile icon in the top-right corner. Select "App Store" from the dropdown menu to explore available Formaloo integrations.
Some integrations are directly supported, while others can be added through Zapier or Make. Click on your desired integration, follow the setup instructions, and configure the settings to complete the process.