How-to · WordPress

Turn WPForms entries into a monday.com inquiry log

By Jefferson Huera Guzman Updated 4 min read

To connect WPForms to monday.com, install the free Interacti Forms Connector For monday plugin, connect your site in a WordPress Forms Integration automation and map your form's fields to board columns. On WPForms Lite the board becomes your inquiry log, because Lite keeps no entries in WordPress, and the step to get right is the item name, because the name field arrives in parts.

Why the board becomes your record

WPForms Lite doesn’t save submissions in WordPress. We checked: after two real test submissions on Lite 2.0.4, none of the submitted values were in any of the site’s 67 database tables. Lite kept a count of entries and nothing else. WPForms’ own comparison says the same.

  1. Visitor sends the form
  2. WPForms Lite keeps a count, not the entry
  3. Interacti Forms Connector For monday
  4. Your board holds the inquiry

So on Lite, the item on your board is the inquiry. Set the log up with that in mind:

  • Keep WPForms’ notification email on. It’s your only other copy. If the plugin’s retries all fail, the submission isn’t sent, and there’s no entry to go back to.
  • Map Full Response to Item Update. The original wording stays on the item, even if someone edits a column later.
  • Record when it arrived. Map Submission Date to a Date column. It holds the date and time, in UTC.

What the test form sent

WPForms inquiry form with first and last name boxes, Email, a Service dropdown, Interested in checkboxes for Newsletter, Case studies and Pricing, a Message box and a Send enquiry button

This table comes from a real test submission through the live form, on WPForms Lite 2.0.4 with connector 1.3.0. It shows what left WordPress. The last column is our suggestion.

Form fieldWhat arrivedExample valueGood column
Name, first boxName - First, as textMayaText
Name, last boxName - Last, as textLindqvistName or Text
EmailEmailmaya@example.comEmail
Service (Dropdown)TextSEO auditStatus
Interested in (Checkboxes)ListNewsletter, PricingDropdown
MessageTextPlease send a quote for an audit of our shop.Long Text

A second submission left the optional fields alone. Interested in arrived as an empty list and Message as empty text, and the app skips empty answers. Service still arrived as Web design, because this dropdown has no empty choice and sends its first option. On a board, that value can mean the visitor never touched it.

Both tests used WPForms’ default choices, where the stored value and the label match. For every other field type, such as Phone or Address, see Supported WordPress form plugins.

Choose the item name

The item name is what your team scans in the log, and WPForms’ default First Last format gives you no field that holds the whole name. Decide this before you map anything:

ApproachMap to ✏️ NameItem name for the test entryBest when
Name by last nameName - LastLindqvistYou want people on each row, with Name - First in its own column
Name by emailEmailmaya@example.comYou want a name that’s different for every person
Use the Simple formatNameThe whole name in one fieldYou’re building a new form

If you switch an existing form to Simple, the field’s id changes, so map it again.

Best WordPress form plugin for monday.com shows how the other form plugins send names.

Build the log

If your site isn’t connected yet, start with Install the plugin and connect your site. Then add this template to your board:

Account When a new response in Form ID is received, create an Item/Subitem in Group/Item with this Data

  1. Click Form ID and choose your form.
  2. Click Group/Item and pick a group, such as New inquiries.
  3. Click Data and map your columns, as below.
  4. Create the automation.
  5. Submit a test entry from the live page and check the board.
The Data mapping for a WPForms inquiry log, with Name - Last in Name, Full Response in Item Update, and First name, Email, Service, Interested in, Message and Received mapped

The board then reads like this:

Inquiry log

New inquiries

NameFirst nameEmailServiceInterested in
LindqvistMayamaya@example.comSEO auditNewsletter, Pricing
MarshTheotheo@example.comWeb design
Each submission is its own row. On Lite, this is the only record of it in your own systems, apart from the notification email.

A log keeps every inquiry as its own item, even when one person writes twice. To keep one item per person instead, see Send WordPress leads to a monday.com CRM board.

If you’d rather use Zapier

WPForms’ monday.com page connects the two through Zapier, with actions to create an item, create a subitem and update columns. It’s a good fit when each entry also goes to other apps. WordPress forms to monday.com: Zapier alternatives compares the routes, and the WordPress forms to monday.com guide covers everything else.

Some screens shown on this site are illustrations, so yours may look a little different.

Frequently asked questions

Does this work with WPForms Lite?

Yes. A real submission through WPForms Lite 2.0.4 was sent, and WPForms Pro is supported too. Read more →

Does WPForms Lite keep a copy of each entry?

Not in WordPress. After two real test submissions on Lite 2.0.4, none of the submitted values were in the site's database, only entry counts. Lite Connect is a separate WPForms feature for backing entries up.

Why is there no full name in the field list?

The default First Last format sends Name - First and Name - Last, with no combined field. With the Simple format, the plugin sends a single field. Read more →

Can I resend an inquiry that never arrived?

No. If the plugin's retries fail, the submission isn't sent, and on Lite there's no entry in WordPress to go back to. Keep WPForms' notification email on as a second copy. Read more →

Start with the complete guide

Complete guide

WordPress forms to monday.com: the complete guide

Send WPForms, Gravity Forms, Contact Form 7 and six more WordPress form plugins to monday.com, and create or update items with conditions.

Read the guide →

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Connect WordPress to monday.com

Install WordPress Forms Integration from the monday.com marketplace. Questions first? Email us and the developer replies.

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