Automate Stackby Record Creation with Pabbly Connect and Contact Form 7

Learn how to automate Stackby record creation from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To start automating your Stackby record creation, access Pabbly Connect by visiting its website. Sign in to your account or create a new one if you’re a first-time user. This platform allows you to connect various applications easily without any coding skills.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can view existing workflows or create a new one. Click on the ‘Create Workflow’ button, name your workflow, and choose the right folder for organization. This is the first step in setting up the integration between Contact Form 7 and Stackby.

Setting Up the Trigger in Pabbly Connect

In this step, we will set the trigger for our workflow using Pabbly Connect. Select Contact Form 7 as your trigger application and choose the ‘New Form Submission’ event. This means that every time a form is submitted, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Contact Form 7 and Pabbly Connect. You will need to copy this URL and paste it into the webhook settings of your Contact Form 7 plugin.

• Open your WordPress dashboard and navigate to Contact Form 7.
• Edit the form you want to connect.
• Paste the copied webhook URL in the webhook settings.
• Save the changes to your form.

After saving, return to Pabbly Connect and click on ‘Test Webhook’ to ensure the connection is successful. If everything is set up correctly, you should see a response in Pabbly Connect indicating that the connection is established.

Configuring the Action in Pabbly Connect

Now that we have our trigger set up, it’s time to configure the action in Pabbly Connect. Select Stackby as the action application and choose the ‘Create Record’ action event. This step ensures that every new submission from Contact Form 7 creates a corresponding record in your Stackby database.

To connect Stackby with Pabbly Connect, you will need to input your Stackby API key. This key can be found in your Stackby account settings. Copy the API key and paste it into the designated field in Pabbly Connect.

• Select the workspace where you want to create the record.
• Choose the specific Stack where the data will be recorded.
• Map the fields from the form submission to the corresponding fields in Stackby.

Once you have configured all the settings, click on ‘Save and Send Test Request’. This action will send the test data to Stackby, confirming that the integration works as intended.

Testing the Integration Between Contact Form 7 and Stackby

After setting up both the trigger and action in Pabbly Connect, it’s crucial to test the entire workflow. Go back to your Contact Form 7 and submit a test entry. Ensure that you fill out all required fields accurately.

Once you submit the form, return to Pabbly Connect to check if the data has been captured successfully. You should see the details of your test submission reflected in the Pabbly Connect workflow, indicating that the trigger was activated and the action was performed.

Verify that the new record appears in your Stackby database. Check that all fields are filled correctly based on your form submission. Repeat the test with different data to ensure consistency.

By confirming these details, you ensure that your integration is functioning correctly, allowing for seamless data transfer from Contact Form 7 to Stackby through Pabbly Connect.

Finalizing Your Automation with Pabbly Connect

Now that you have successfully tested your integration, it’s time to finalize your automation. With Pabbly Connect, every new submission in Contact Form 7 will automatically create a record in Stackby, saving you time and effort.

You can enhance this workflow further by adding additional actions or integrating more applications through Pabbly Connect. This flexibility allows you to create a robust automation system tailored to your needs.

In summary, using Pabbly Connect to connect Contact Form 7 with Stackby streamlines your data management process. The integration allows for automatic record creation, minimizing manual entry errors and ensuring that all your leads are captured efficiently.

Conclusion

In this tutorial, we explored how to automate Stackby record creation from Contact Form 7 submissions using Pabbly Connect. By following the steps outlined, you can easily set up this integration, enhancing your workflow efficiency.