How to Create a Zap with WordPress Sites (Step-by-Step Tutorial)

Zapier is a powerful tool that helps you connect WordPress with other apps (like Gmail, Slack, Google Sheets, etc.) without any coding. These automated workflows are called Zaps.

Hereโ€™s a beginner-friendly step-by-step guide to creating your first Zap using WordPress.


โœ… What You Need:

  1. A WordPress website (with admin access)
  2. A Zapier account (Free or Paid) โ†’ https://zapier.com
  3. The Zapier WordPress Plugin installed on your site

๐Ÿ”ง Step 1: Install the Zapier Plugin on WordPress

  1. Log into your WordPress dashboard.
  2. Go to Plugins > Add New.
  3. Search for โ€œZapier for WordPressโ€.
  4. Click Install and then Activate.

๐Ÿ”‘ Step 2: Get Your Zapier API Key from WordPress

  1. Go to Settings > Zapier in your WordPress dashboard.
  2. Youโ€™ll see your Zapier API key โ€” Copy this key. Youโ€™ll need it later.

โš™๏ธ Step 3: Create a Zap in Zapier

  1. Log into your Zapier account.
  2. Click on the โ€œ+ Create Zapโ€ button.

๐Ÿ“ Step 4: Set WordPress as the Trigger

  1. In Trigger, search and select WordPress.
  2. Choose a Trigger Event (for example:
    • New Post
    • New Comment
    • New User)
  3. Click Continue.

๐Ÿ”— Step 5: Connect Your WordPress Site to Zapier

  1. Click Sign in to connect your WordPress site.
  2. Enter your WordPress site URL and API Key (the key you copied earlier).
  3. Click Yes, Continue.

๐Ÿ” Step 6: Test the Trigger

  1. Zapier will pull some sample data (recent posts, users, or comments depending on the trigger you selected).
  2. Click Test Trigger to make sure itโ€™s working.

๐Ÿ“ค Step 7: Set the Action (What You Want to Happen)

  1. Search for the app you want to connect (examples: Gmail, Slack, Trello, Google Sheets).
  2. Choose an Action Event (what should happen when the trigger runs).
  3. Click Continue and Connect your account if needed.

๐Ÿงช Step 8: Test Your Zap

  1. Zapier will ask you to send test data to your chosen action app.
  2. Click Test & Continue to make sure everything works smoothly.

๐Ÿš€ Step 9: Turn On Your Zap

  1. Once the test is successful, click the Turn on Zap button.
  2. Your automation is now live!

๐ŸŽ‰ Example Zap Ideas for WordPress:

TriggerAction
New WordPress PostShare on Facebook or Twitter
New WordPress UserAdd to Mailchimp or CRM
New CommentSend Slack notification
Form SubmissionAdd to Google Sheets

๐Ÿ’ก Tips:

  • You can create multi-step Zaps with more complex workflows.
  • Most triggers need the Zapier WordPress plugin and sometimes a paid Zapier plan for premium apps.

โœ… Thatโ€™s it! Youโ€™ve just learned how to create a simple Zap with WordPress.
With Zapier, you can save time by automating repetitive tasks without writing a single line of code.

Here’s a step-by-step guide to create a Zap that automatically adds new WordPress users to Mailchimp (or any CRM) using Zapier.

This is a very common automation for email marketing or lead management.


๐Ÿ“‹ Goal:

When a new user registers on your WordPress site, automatically add their name and email to Mailchimp.


โœ… What Youโ€™ll Need:

  1. A WordPress website (with Zapier plugin installed & API key ready)
  2. A Mailchimp account (Free or Paid) โ†’ https://mailchimp.com
  3. A Zapier account โ†’ https://zapier.com

๐Ÿ”ง Step 1: Install Zapier for WordPress (if not done yet)

  1. In your WordPress dashboard, go to Plugins > Add New.
  2. Search for โ€œZapier for WordPressโ€ โ†’ Install โ†’ Activate.
  3. Go to Settings > Zapier โ†’ Copy your API key.

โš™๏ธ Step 2: Create a Zap in Zapier

  1. Log in to Zapier โ†’ Click โ€œ+ Create Zapโ€.

๐Ÿ”‘ Step 3: Set WordPress as the Trigger

  1. In Trigger, search for WordPress.
  2. Choose the Trigger Event โ†’ New User โ†’ Click Continue.
  3. Click Sign In โ†’ Enter your WordPress site URL and Zapier API Key โ†’ Continue.

โœ… This means: Every time someone registers on your WordPress site, this Zap will trigger.


๐Ÿ” Step 4: Test the Trigger

  1. Zapier will pull in the most recent WordPress user data.
  2. Click Test Trigger โ†’ You should see the latest registered user.

โœ‰๏ธ Step 5: Set Mailchimp as the Action

  1. In Action, search for Mailchimp.
  2. Choose Action Event:
    ๐Ÿ‘‰ Add/Update Subscriber โ†’ Continue.
  3. Click Sign In to connect your Mailchimp account.

๐Ÿ“ Step 6: Set Up Mailchimp Action

  1. Audience: Select the Mailchimp audience/list you want to add users to.
  2. Subscriber Email: Map this to the WordPress userโ€™s email (Email from Trigger).
  3. First Name & Last Name: Map these to the corresponding WordPress fields if available.
  4. Choose Update Existing: Yes (recommended).

โœ… This ensures that if the email is already in the list, it just updates instead of duplicating.


๐Ÿงช Step 7: Test the Zap

  1. Click Test Action โ†’ Zapier will send the test user to Mailchimp.
  2. Check your Mailchimp audience โ†’ You should see the new subscriber.

๐Ÿš€ Step 8: Turn On the Zap

  1. Click Turn on Zap โ†’ Done!
  2. From now on, every new WordPress user will automatically be added to your Mailchimp list.

๐Ÿ’ก Optional:

  • You can add tags, send welcome emails, or add them to automation sequences in Mailchimp for better engagement.
  • Similarly, you can use HubSpot, Zoho CRM, Salesforce, etc., instead of Mailchimp if you prefer a CRM.

โœ… Example Use Case:
A user signs up on your WooCommerce store โ†’ They are automatically added to Mailchimp โ†’ They receive a welcome email or weekly newsletter without you lifting a finger.

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