Learn how to automate the integration of Contact Form 7 with HubSpot using Pabbly Connect. Follow our step-by-step guide to streamline your workflow. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To integrate Contact Form 7 with HubSpot, you need to start by setting up Pabbly Connect. This platform allows you to create workflows that automate the transfer of data between applications. First, log in to your Pabbly Connect account or create a new one if you haven’t already.
Once logged in, navigate to the dashboard. Click on the blue button labeled ‘Create Workflow’. You will need to give your workflow a name, such as ‘Add Contact Form 7 Responses to HubSpot as Contact’. After naming your workflow, click on the ‘Create’ button to proceed.
2. Setting Up Trigger and Action in Pabbly Connect
In this step, you’ll define the trigger and action for your workflow using Pabbly Connect. The trigger will be a new form submission from Contact Form 7, and the action will be to create a contact in HubSpot. Select ‘Contact Form 7’ as the trigger application and choose ‘New Form Submission’ as the trigger event.
- Select ‘Contact Form 7’ as the application.
- Choose ‘New Form Submission’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your WordPress dashboard to set up the webhook.
After copying the webhook URL, return to your WordPress dashboard and edit your Contact Form 7 form. You must have the ‘cf7-to-webhook’ plugin installed to enable the webhook option. Paste the copied webhook URL into the designated field and ensure the ‘Send to Webhook’ option is checked before saving your changes.
3. Testing the Form Submission
Now that you have set up the trigger, it’s time to test the integration. Using Pabbly Connect, make a dummy submission through your Contact Form 7 form. Fill in the required fields with sample data, such as name, email, and message, and click the submit button.
Once you submit the form, return to Pabbly Connect to check if the data was captured successfully. You should see the submission details appear in the Pabbly Connect dashboard, confirming that the connection between Contact Form 7 and Pabbly Connect is functioning correctly.
4. Integrating with HubSpot CRM
Next, you will set up the action to send the captured form data to HubSpot. In the action setup of Pabbly Connect, select ‘HubSpot’ as the application and ‘Create Contact’ as the action event. This will allow you to automatically create a new contact in HubSpot whenever a new form submission is made.
- Select ‘HubSpot’ as the application.
- Choose ‘Create Contact’ as the action event.
- Connect your HubSpot account by following the authorization prompts.
- Map the fields from the form submission to the HubSpot contact fields.
After mapping the fields, click on the button to save and test the action. This will create a new contact in your HubSpot CRM based on the data received from the Contact Form 7 submission. Check HubSpot to verify that the contact has been created successfully.
5. Conclusion
In conclusion, using Pabbly Connect to integrate Contact Form 7 with HubSpot allows you to automate the process of managing customer inquiries efficiently. By following the steps outlined, you can easily set up this integration and streamline your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This automation not only saves time but also ensures that you never miss a lead. With Pabbly Connect, you can focus on growing your business while it handles the data transfer seamlessly.