What is Zapier, and how can you use it with Simply Static Pro

If you’re running a WordPress static site, you might need a way to automate different tasks. For instance, if you work with lots of clients or sell products, you might need a way to add contacts to a CRM like Pipedrive. Similarly, you might need to enter data in a Google Sheet or send a message to Slack.

Instead of writing code, you can use Zapier with your static website. Zapier lets you integrate the different web applications you use to automate tasks. This means that you can integrate your WordPress static site with just about any Zapier-supported application.

In this tutorial, we’ll take a closer look at what Zapier is and how you can use it with Simply Static Pro to run automations.

What is Zapier?

Zapier is essentially an automation tool that lets you create all sorts of workflows that involve the web apps and services you use. It’s based on a simple trigger and action system that you can use to create commands similar to IFTTT’s if this happens then do that.

The key benefit of using Zapier is that you don’t have to build integrations yourself. You can use Zapier’s zaps to create commands and automate different tasks. Here are some examples:

  • Share new Twitter mentions in Slack.
  • Create Trello cards from new rows on Google Sheets.
  • Add new Zoom meetings to your Google Calendar.

Zapier supports over 3,000 apps including Google Sheets, Slack, WordPress, Pipedrive, and Mailchimp with new options added regularly. 

Why you might need to use Zapier for your static site

You probably already know that static websites are displayed in the end user’s web browser exactly as they’re stored on the server. A static site is simply a series of HTML files served by an HTTP server where each HTML file represents an individual page of the static site.

The easiest way to build a WordPress static site is by using a plugin like Simply Static. It lets you create a static site directly from the WordPress admin. Once that’s done, you can deploy it to a directory on your hosting server.

Since static sites don’t have dynamic back-ends the way WordPress does, you need a tool like Zapier to trigger automations. Let’s look at some examples of automations you might want to run:

  • Add information to a Google Sheet when a user submits feedback.
  • Add contact to Pipedrive when a user fills out a form on your static site.
  • Send a message to Slack whenever a prospective client requests a quote.

These are just some of the different things you can do with a Simply Static Pro and Zapier integration. Next, we’ll show you how to use Zapier with Simply Static Pro to connect to different web apps.

How to use Zapier with Simply Static Pro

For this tutorial, we’re using the Simply Static Pro plugin to generate a static site. The static site is hosted on Netlify.

You can check out our roundup of 7 Easy Services for Static Hosting for more hosting platforms.

Step #1: Create a new zap

If you haven’t done so already, create an account on Zapier. You can get started for free.

Create zap

Once that’s done, click the Create Zap button from the dashboard. Give your zap a name.

Step #2: Set the trigger

Next, set the trigger to Webhooks by Zapier. This will let you start the zap when another app (in this case, the static site) sends a webhook.

Set trigger

Set the Trigger Event using the dropdown. Different apps have different trigger events to pick from. Let’s say you want to add the data a user submits on your website to a Google Sheet. Following our example, we’ll choose the Catch Hook trigger event.

Catch hook Zapier

Click the Continue button.

You’ll be prompted to set up the trigger. For this, you’ll see a Custom Webhook URL.

Custom Webhook URL

Copy it to your clipboard. This is the Zapier endpoint that you need to enter in Simply Static. Log in to your WordPress static site and head over to Simply StaticForms from the admin panel and select the form you want to pull data from.

Zapier endpoint

Paste the Zapier endpoint in the Endpoint field. Click the Update button to continue.

Now, go back to Zapier and test the trigger. It will look something like this:

Test trigger Zapier

Click the Continue button.

Step #3: Set the action

The next step is to set the action. Since we want to add the data to Google Sheets, we’ll search for the Google Sheets app.

Set action

We’ll also set the Action Event to Create Spreadsheet Row using the dropdown menu. Once that’s done, you’ll be prompted to select a Google Sheets account that you want to create the spreadsheet in.

Google Sheets account

Click the Continue button.

Next, you’ll be prompted to set up the action. This involves choosing the Google Drive where your spreadsheet resides, choosing the spreadsheet, and the worksheet where you want to enter the data.

Choose sheet

Finally, you need to choose the fields from your form to enter into the spreadsheet. Zapier will automatically show you the fields it’s pulled from your form. All you have to do is select them. You can also set custom text if you’d like.

It will look something like this:

Set fields

Click the Continue button.

Step #4: Test the zap

Zapier will automatically run a test to see if the zap works. The success message will look something like this:

Success message

And data entered in your spreadsheet will look something like this:

Data entered in Sheets

Click the Turn on Zap button to proceed.

Bonus: Use Zapier with Simply Static Pro to add a contact to Pipedrive

If you want to add a new contact in Pipedrive every time someone fills out a form on your WordPress static site, you can create a new zap.

Same as before, you’ll need to set the trigger and then set the action. We showed you how to set up the trigger in the previous section. First, follow Step #1 and Step #2 from the previous section to create a zap and set the trigger. Once that’s done, follow the steps outlined below to set the action.

In the Choose app & event section, search for and select Pipedrive. Make sure you’re logged into your Pipedrive account. Next, set the Action Event to Create Person. This will let us pull data from the form and create a new contact in Pipedrive.

Pipedrive action

Click the Continue button.

The next step is to set up the action. Use the dropdowns to set the contact’s details. You can set the name and email address.

Create person in Pipedrive

In addition to this, you can also add a label e.g. Warm Lead to segment leads in Pipedrive.

Once you’re done, click the Continue button.

Finally, test out the zap. If the test is successful, you’ll see a success message that looks something like this:

Pipedrive success message

And the contact will be added to your Pipedrive account:

Contact in Pipedrive

Click the Turn on Zap button to proceed.

Bonus: Use Zapier with Simply Static Pro to send a message to Slack

Let’s say you want to send a message to Slack when someone fills out a form on your WordPress static site. You can do that by creating a new zap in Zapier.

First, follow Step #1 and Step #2 from the tutorial section to create a zap and set the trigger. Once that’s done, follow the steps outlined below to set the action.

In the Choose app & event section, search for and select Slack. Make sure you’re logged into your Slack account. Zapier will prompt you to connect to it.

Slack direct message action

Next, set the Action Event to Send Direct Message. Alternatively, you can also send a channel message, send a private channel message, add a reminder, invite users to the channel, and much more.

Click the Continue button.

The next step is to set up the action. Use the dropdowns to set the message. It lets you send messages to a single person or multiple people at a time, set the message text, include links to the zap, and more.

Configure Slack message

Once you’re done, click the Continue button.

Finally, test out the zap. If the test is successful, you’ll see a success message that looks something like this:

Slack direct message test

And the contact will be added to your Pipedrive account:

Slack message preview

Click the Turn on Zap button to proceed.

Conclusion

Zapier lets you do so much more with your WordPress static site that would be pretty difficult to achieve otherwise. We showed you how you can:

  • Add information to a Google Sheet.
  • Create a new person in Pipedrive.
  • Send a message to Slack.

There are tons of other zaps you can create depending on your specific use case scenario.

Also, be sure to check out our tutorial on how to use IFTTT with Simply Static Pro.

Ready to start using Zapier on your WordPress static site? Get Simply Static Pro today!