How to Add Contact Form 7 Responses to Salesforce as Contact Using Pabbly Connect

Learn how to integrate Contact Form 7 with Salesforce using Pabbly Connect to automate contact creation from form submissions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Contact Form 7 with Salesforce, start by accessing Pabbly Connect. This platform enables seamless automation between applications, allowing data to flow effortlessly.

Once logged into your Pabbly Connect account, create your automation workflow by clicking on the ‘Create Workflow’ button. You can name your workflow something like ‘Sync Contact Form 7 Responses with Salesforce’ to keep it organized.

2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, you will see two boxes labeled as Trigger and Action. The Trigger box is where you set the event that initiates the automation, while the Action box defines what happens in response.

For this integration, select ‘Contact Form 7’ as the trigger application and ‘Salesforce’ as the action application. This setup ensures that when a new form submission is made, it automatically creates a contact in Salesforce.

• Select ‘Contact Form 7’ from the Trigger options.
• Choose ‘Salesforce’ from the Action options.
• Click on ‘Create’ to finalize your selections.

After selection, Pabbly Connect will provide a Webhook URL that you need to copy and paste into your Contact Form 7 settings to complete the integration.

3. Configuring Contact Form 7 with Pabbly Connect

Next, you need to configure your Contact Form 7 to work with Pabbly Connect. Go to your WordPress dashboard, navigate to the Contact Form 7 settings, and edit the form you want to integrate.

In the form settings, find the Webhook option and paste the Webhook URL you copied from Pabbly Connect. Ensure the checkbox for enabling the Webhook is checked before saving the form.

• Edit your Contact Form 7 form.
• Paste the Webhook URL into the Webhook option.
• Check the Webhook checkbox and save the form.

Now, every time a form submission occurs, Pabbly Connect will capture the data and prepare it for sending to Salesforce.

4. Sending Form Data to Salesforce via Pabbly Connect

Once your Contact Form 7 is set up, the next step is to configure how the data is sent to Salesforce using Pabbly Connect. Go back to your workflow in Pabbly Connect and select the action event, which should be ‘Create a Contact’ in Salesforce.

Connect your Salesforce account by clicking on the ‘Connect with Salesforce’ button. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce account and capture the data.

Select ‘Create a Contact’ as the action event. Click on ‘Connect with Salesforce’ and authorize access. Map the fields from Contact Form 7 to Salesforce fields.

Ensure that you correctly map the fields so that data from the form is accurately reflected in Salesforce. Once done, test the integration by submitting a form and checking Salesforce for the new contact.

5. Verifying the Integration and Automation

After setting everything up, it’s crucial to verify that your Pabbly Connect integration is functioning as intended. Submit a test response through your Contact Form 7 and monitor Pabbly Connect for incoming data.

If the data appears in Pabbly Connect, check your Salesforce dashboard to confirm that a new contact has been created. This ensures that every form submission will automatically create a contact in Salesforce without manual intervention.

With Pabbly Connect, you can streamline your workflow significantly. Once this automation is in place, you can relax knowing that all future submissions will be handled automatically.

Conclusion

Integrating Contact Form 7 with Salesforce using Pabbly Connect allows for seamless automation of contact creation. This process eliminates the need for manual data entry, enhancing efficiency and accuracy in managing contacts.