First-Time User Setup Guide

By following these three simple steps, you'll have successfully set up Form Connector App

Written by Hernan Zapata

Updated 1 month ago

Welcome to Form Connector App! This guide will walk you through the first essential steps to set up the app for the first time.

Make sure you have already given permissions to Form Connector App, for more information here are some articles than can help you out:

Now, let's get started!

STEP 1: SET A SOFTWARE DESTINATION

The first step is to set up a software destination where your form data will be sent. This process includes authorizing Form Connector App to access your chosen software tool.

Choose your First Integration: Select the software tool you want to connect to (e.g., Airtable, Salesforce, etc.) and follow the prompts to log in and grant necessary permissions.

Authorize Form Connector with your selected destination's account:
- See our authorizing Airtable Guide
- See our authorizing Salesforce guide

Step 2: set up onboarding and notifications settings

Let's make sure your forms are ready to roll! This step helps us know who to contact if there's an issue with a form submission, and customizes your onboarding experience. Make sure you provide accurate information in case we need to reach out.

Simply fill out the fields, make sure you check the box to give us permissions to send notifications, and hit Submit to move on to the next step!

Step 3: Select the form you wish to connect

Select the page containing your form:

You will see a dropdown list of all the pages on your amazing Webflow site. Select the page containing the form you wish to map.
The app will display all forms available on the selected page, with their components. Select the one you wish to connect and click Map fields

Step 4: Map Fields to destinations

The final step is to map your Webflow form fields to the corresponding fields in your software destination.

Map Fields:
Select the fields from your Webflow form and map them to the appropriate fields in your destination software. You can add or remove fields as necessary. Learn more about mapping fields on our Map a new Form Guide.
- You selected Airtable as a destination? Check out our detailed mapping guide for Airtable here.
- You selected Salesforce as a destination? Check out our detailed mapping guide for Salesforce here.
Toggle Connector Status: Connector Status allows you to choose if your connection will be live and active, or saved as a draft. In your home menu you can see how many active and inactive forms you have. Learn more on editing connected forms
Save and Go Live:
Once you have mapped all necessary fields, click "Save." You will receive a success notification confirming that the connection is live if you toggle the connector status active. If you disable the connector status, a message will be presented confirming you successfully saved a Draft. Connector Status let you choose if your connection will be live and active, or saved as a draft.

Thank you for taking the time to read our First-Time User Setup Guide for Form Connector App. For more detailed instructions, refer to our Navigating the Home Menu options guide.

We hope this guide has been helpful and that you enjoy using Form Connector App to simplify your Webflow form integrations. Happy form building!

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