Automate Lead Management with Pabbly Connect: Integrating Contact Form 7 and Lead Squid

Learn how to automate lead management by integrating Contact Form 7 and Lead Squid using Pabbly Connect. Follow this detailed tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating lead management, you first need to access Pabbly Connect. This integration platform allows seamless connections between various applications, including Contact Form 7 and Lead Squid.

Open the Pabbly Connect website and log in to your account. If you’re new, sign up for free to start automating your workflows. Once logged in, you will see options to create new workflows, which is essential for setting up your lead automation.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the blue button that says ‘Create Workflow’. This is where you will set up the integration between Contact Form 7 and Lead Squid.

• Name your workflow, for example, ‘Contact Form 7 to Lead Squid’.
• Select the folder where you want to save this workflow.
• Click on Create to proceed.

Once you create the workflow, you will be directed to the workflow window where you can set up triggers and actions. The first step is to select the trigger application, which in this case is Contact Form 7.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window, select Contact Form 7 as your trigger application. This will initiate the integration process whenever a new form submission occurs.

Choose the trigger event as ‘New Form Submission’. This event will signal Pabbly Connect to start the workflow each time a potential client submits their details through the contact form.

• Copy the provided Webhook URL.
• Install and activate the Contact Form 7 plugin on your WordPress dashboard.
• Navigate to the Webhook section and paste the Webhook URL.

After setting up the Webhook, save your changes. This connects your Contact Form 7 with Pabbly Connect, allowing it to capture form submissions automatically.

4. Configuring Lead Squid Integration in Pabbly Connect

Now that your trigger is set, it’s time to configure the action that will create a lead in Lead Squid. Select Lead Squid as your action application within Pabbly Connect.

Choose the action event as ‘Create or Update Lead’. This will ensure that every time a form is submitted, a new lead is created or updated in your Lead Squid account.

Connect your Lead Squid account by entering the Access Key, Secret Key, and API Host. Map the fields from the Contact Form 7 submission to the corresponding fields in Lead Squid. Click on Save to finalize the integration.

With this setup, Pabbly Connect will automatically create leads in Lead Squid each time a new form submission is made, streamlining your lead management process.

5. Testing the Integration in Pabbly Connect

Once your workflow is fully set up, it’s important to test the integration to ensure everything is functioning correctly. Submit a test form through Contact Form 7 to see if the details are captured by Pabbly Connect.

After submitting the form, check your Lead Squid account to confirm that the new lead has been created successfully. This verification step ensures that your integration is working as intended.

By following these steps, you can automate lead management efficiently. The integration between Contact Form 7 and Lead Squid through Pabbly Connect not only saves time but also ensures that no leads are missed, allowing for quicker follow-ups with potential clients.

Conclusion

Using Pabbly Connect to integrate Contact Form 7 and Lead Squid streamlines your lead management process. This automation allows you to capture leads efficiently and ensures timely follow-ups with potential clients, enhancing your business efficiency.