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Optform Zapier integrationAutomate Optform with Zapier.

The Optform Zapier integration sends every form answer wherever your team works. Zapier lists 1 trigger, 0 actions and 0 searches for Optform: a new submission starts the Zap, and the next steps happen in your other tools.

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Overview

What the Optform Zapier integration does

Connecting Optform to Zapier means each answer to a form, quiz or calculator built in Optform can start work in another tool without anyone exporting it. Optform is a builder for those three kinds of forms. Zapier picks up every new submission and hands it to the apps that need it.

Three results people get from the single New Submission trigger. A lead in the CRM: a contact form on the site creates a contact in the sales tool, so nobody retypes names from an inbox. A quiz scoreboard: every quiz answer becomes a row in a shared spreadsheet, and the marketing team sorts results without opening Optform. A calculator follow-up: a visitor who runs your price calculator gets a message from the sales team, with the figures they entered.

Now what Zapier does not do with Optform. There is no action, so a Zap cannot create a form, edit one or write anything back into Optform. There is no search either, so a Zap cannot look up an older submission. Everything flows one way: out of Optform, into your other tools. On the plus side, the trigger is instant, which is rare enough to matter on the free plan.

To weigh Zapier against n8n, the n8n vs Zapier page lays out the criteria, and the Zapier training is there if the team needs to learn the editor.

Vocabulary

Zapier vocabulary in plain words

Seven words come back on this page. One plain line for each.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. For Optform, it is a new submission on one of your forms.
Action
What the Zap does once started, the step that writes or sends something. Optform has none, so actions come from other apps.
Task
The unit Zapier bills: one action your Zap completes successfully. The allowance on your plan counts these.
Polling vs instant
Zapier checks a polling trigger on a timer. An instant trigger is reported by the app itself, and the Optform one is instant.
Filter
A step that lets the Zap carry on only when the submission meets your condition, and stops it otherwise.
Connection
Your Optform account linked to Zapier once, then reused by every Zap that starts from one of your forms.
Cost

What an Optform Zap costs

Optform is not a premium app, so it works on the free plan. Zapier bills in tasks, and a task is an action that completed.

  • New SubmissionFree, never counted
  • Each action after it1 task when it succeeds
  • Failed actionNot counted
  • Free plan100 tasks a month, two-step Zaps only
  • DelayNone, the trigger is instant

The Optform trigger itself never costs a task, however many submissions arrive. What you pay for is the action in the other app: one task per row written or contact created, nothing when it fails. The free plan builds two-step Zaps only, so one form feeding one tool fits. Add a filter to keep only qualified leads, or a second action, and the Zap becomes multi-step, which needs a paid plan. The interval grid below applies to polling triggers; Optform's is instant, so it fires straight away on every plan.

Connect

Connect Optform to Zapier in three steps

  1. 01

    Open Apps

    In Zapier, go to Apps and click + Add connection. A dialog opens with a search box: type Optform and pick the app from the list of results shown just below it.

  2. 02

    Sign in to Optform

    Click Add connection. A tab opens on Optform: sign in with the Optform account that owns the forms, quizzes or calculators you want to send to your other tools.

  3. 03

    Grant access

    Allow Zapier to read the account. The connection is saved and every Optform Zap reuses it. If the forms belong to a colleague's account, ask for access to them before you start building.

First Zap

Your first Optform Zap: qualified leads to the sales team

GoalEach contact form submission from a company with a budget becomes a row in the sales pipeline sheet.

  1. 01

    Pick the trigger

    Build the Zap with Optform and New Submission, choose your Optform connection, then pick the contact form in the required Form field.

  2. 02

    Test with real answers

    Run the test. Zapier brings back the three most recent submissions of that form, so the mapping is done on real answers, not placeholders.

  3. 03

    Add the filter

    From the plus icon, add a Filter on the budget question, with a text rule. This step makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add the spreadsheet action

    Add Google Sheets as the action, choose the spreadsheet that holds the sales pipeline, then map each answer of the form into its matching column.

  5. 05

    Test, then publish

    Test the action and check the new row. Click Publish to switch the Zap on. Submissions received before that moment are not sent.

Triggers

The Optform trigger on Zapier

1 event starts a Zap when something happens in Optform, and one of them is instant: the app calls Zapier straight away, whatever your plan.

1

New Submission

Instant trigger

In Zapier“Triggers when a new submission is received.”

Starts the Zap each time someone sends one of your Optform forms, quizzes or calculators. Everything the person entered becomes available to the next steps, ready to be written into a sheet, a CRM or a message. It is the only door between Optform and the rest of your tools on Zapier, so every Optform Zap begins here.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales team that wants a new lead in its pipeline while the visitor is still on the site.
Watch out
the Form field is required, so one Zap watches one form; a second form needs its own Zap.
When it breaks

When an Optform Zap breaks

Zapier attaches no help article to Optform, so the limits below are Zapier's general ones, applied to forms.

None of these looks like an error at first. They look like answers missing from the sheet, or a burst of submissions that never arrived. Go through the cases below before publishing; the Zapier troubleshooting page covers the general method.

  • Old submissions are not sent

    A Zap only reacts to what happens after it is switched on. Answers collected before you published it stay in Optform; moving that backlog is a separate job.

  • A flood of answers is held back

    When a form suddenly receives a huge batch, after a campaign or an import, Zapier's flood protection can hold it back rather than run every step at once.

  • One Zap, one form

    The Form field of New Submission is required and takes one form. A quiz and a contact form need two Zaps, or answers from one of them will never show up.
Need help

Need help automating Optform with Zapier?

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FAQ

Optform Zapier integration: questions

01Is the Optform Zapier integration free?
Yes, on the Zapier side. Optform is not a premium app, so it works on the free plan, which includes 100 tasks a month and as many Zaps as you want. The free plan has one real limit: a Zap has two steps, one trigger and one action. A form that sends each submission to a sheet or a CRM fits. A Zap with a filter to keep only qualified leads, or with two actions, is multi-step and needs a paid plan. You also need your own Optform account with at least one form.
02How many tasks does an Optform Zap use?
The trigger is free: a new submission never costs a task, however many arrive. Each action that follows and completes costs one task, so a form that writes one row per answer uses one task per submission. If the action fails, that run is not counted. With two actions, say a row in a sheet and a message to sales, each submission uses two. On the free plan, that means 100 submissions a month with a single action behind them.
03Does Optform on Zapier work in real time?
Yes. New Submission is an instant trigger: Optform itself tells Zapier when a submission arrives, and the Zap starts right away. The plan interval grid, every 15 minutes on Free and every 2 minutes on Professional, does not apply to it, because Zapier never has to go and check. That makes Optform a good starting point on the free plan. The editor shows a lightning bolt on Zaps that start from an instant trigger like this one.
04What is required to connect an Optform account?
An Optform account with at least one form, and a Zapier account. In Zapier, open the Apps page, click + Add connection, search for Optform and confirm with Add connection. A tab opens where you sign in to Optform and grant Zapier access. The connection is then reused by every Optform Zap. If the form you want to watch sits in someone else's account, get access to it before building, since Zapier only sees what your account can see.
05Why does an Optform Zap miss some answers?
Most often because it watches a different form. New Submission requires you to pick one form, and the Zap only reacts to that one. A quiz, a calculator and a contact form each need their own Zap. The other common reason is timing: a Zap ignores everything sent before it was published, so answers collected during setup never come through. Check which form is selected in the trigger, and send a fresh test answer after publishing to confirm it works.
06What if the Optform operation you need is missing?
On Zapier, Optform offers a single trigger, New Submission, with no action and no search. Creating forms, editing them or looking up older submissions from a Zap is not offered. If a flow depends on one of those, Zapier cannot do it for this app, and it is worth checking what other automation platforms offer for Optform before building. If the job is to send each new answer somewhere else, the one trigger covers it, and any app on Zapier can take the next step.
07Zapier, Make or n8n for Optform?
Decide with criteria, not with a ranking. On Zapier, Optform brings one instant trigger, works on the free plan and connects to any app that Zapier supports for the next step. If the flow is to send each new submission somewhere and react straight away, Zapier covers it at no cost for a two-step Zap. If the flow needs to write back into Optform or look up past answers, compare the operation list each platform publishes for Optform, since Zapier offers neither.
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