How to Create a Grist Record on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate creating Grist records from Contact Form 7 submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start the integration process, access Pabbly Connect by visiting the Pabbly website. If you’re a new user, you can sign up for free, which includes 100 tasks every month.

For existing users, simply click on the ‘Sign In’ button. After logging in, navigate to the dashboard where you can access various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to begin creating your workflow.

2. Create a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this tutorial, name it ‘Create Grist Record on Contact Form 7 Submission’ and save it in the automations folder.

• Click on ‘Create’ to open the workflow window.
• This window is crucial as it contains the trigger and action settings.

In this window, you will set the trigger application as Contact Form 7. This is where Pabbly Connect captures the data from your form submissions.

3. Set Up Contact Form 7 with Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you will need to select it as your trigger application. After selecting Contact Form 7, choose the trigger event as ‘New Form Submission’. This event will start the workflow when a new form is submitted.

Upon selecting the trigger event, Pabbly Connect generates a Webhook URL. Copy this URL as it will be used to connect your Contact Form 7 plugin in WordPress. In your WordPress dashboard, navigate to the Contact Form 7 settings and paste the Webhook URL in the designated field.

• Open the specific form you want to connect.
• Check the ‘Send to Webhook’ checkbox and save the form.

After saving, your Contact Form 7 is now integrated with Pabbly Connect, ready to send submissions to your Grist account.

4. Perform a Test Submission

To ensure everything is set up correctly, perform a test submission using your Contact Form 7. Fill in the form with test data and submit it. For example, enter a name, email, phone number, city, and apartment type.

After submission, Pabbly Connect will capture the response from the form submission. You should see the details you entered appear in the workflow response section. This confirms that the connection is working properly and the data is being sent to Pabbly Connect.

5. Create a Grist Record from Submissions

Now that you’ve confirmed the test submission is successful, it’s time to set up the action in Pabbly Connect. Select Grist as the action application and choose the action event as ‘Create Record’. This action will automatically create a record in your Grist account based on the submission data.

Next, you will need to connect your Grist account by providing the API key. Navigate to your Grist profile settings to obtain the API key and paste it into Pabbly Connect. After connecting, select the appropriate team and workspace where you want the records to be created.

Choose the document in Grist where you want to save the records. Map the fields from the Contact Form 7 submission to the corresponding fields in Grist.

Finally, save the workflow and test it again. Your Grist account should now automatically receive records from Contact Form 7 submissions, showcasing the power of Pabbly Connect in streamlining your data management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a Grist record from Contact Form 7 submissions. This automation helps eliminate manual data entry, ensuring your records are updated in real-time. Automate your workflows with Pabbly Connect for efficient data management.