How to Create Flowlu Contact from Contact Form 7 Submission Using Pabbly Connect

Learn how to integrate Contact Form 7 with Flowlu using Pabbly Connect for seamless contact management. Step-by-step tutorial included. 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 Integration

To create a Flowlu contact from a Contact Form 7 submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage.

If you’re a new user, click on the ‘Sign Up Free’ button to create an account and get 300 tasks every month. Existing users can simply sign in. Once logged in, you will see the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the process. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow as ‘Create Flowlu Contact from Contact Form 7 Submission’.
• Select your folder for organizing your workflows.
• Click the ‘Create’ button to finalize your workflow setup.

Now, you will see your newly created workflow, which consists of a trigger and an action. The trigger will be set to Contact Form 7, and the action will be set to Flowlu.

3. Setting Up the Trigger with Contact Form 7

The next step involves setting the trigger application in Pabbly Connect. Select ‘Contact Form 7’ as your trigger application and choose ‘New Form Submission’ as the trigger event.

Once you select this, you will receive a webhook URL. This URL is crucial as it connects your Contact Form 7 with Pabbly Connect. You will need to copy this URL and paste it into your WordPress Contact Form 7 settings.

• Navigate to your Contact Form 7 settings in WordPress.
• Click on ‘Webhook’ and enable ‘Send to Webhook’.
• Paste the copied webhook URL and save the settings.

After saving, you will need to perform a test submission on your Contact Form 7 to ensure it works correctly with Pabbly Connect.

4. Setting Up the Action to Create a Flowlu Contact

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Choose ‘Flowlu’ as the action application and select ‘Create CRM Account (Contact)’ as the action event.

To connect your Flowlu account with Pabbly Connect, you will need to enter your API key and account URL. Generate a new API key from your Flowlu account settings and copy it.

Log in to your Flowlu account and navigate to API settings. Generate a new API key and copy it. Enter the API key and your Flowlu account URL in Pabbly Connect.

Once you have entered all the required information, you can proceed to map the fields from the Contact Form 7 submission to the Flowlu contact fields.

5. Testing the Integration

With everything set up, it’s time to test the integration. Submit a new response in your Contact Form 7, ensuring to enter valid data. After submission, check Pabbly Connect to see if the response was received.

If successful, you will see the data from your submission reflected in Pabbly Connect. Now, refresh your Flowlu account to verify that the new contact has been created successfully.

Enter a dummy name and email in your Contact Form 7. Click submit and check for the confirmation message. Refresh your Flowlu account to see the new contact.

Once confirmed, your automation is successfully set up! You can repeat this process to create more contacts as needed.

Conclusion

In this tutorial, we demonstrated how to create a Flowlu contact from a Contact Form 7 submission using Pabbly Connect. By following the steps outlined, you can automate your contact management efficiently.

Utilizing Pabbly Connect streamlines the integration process, ensuring that every form submission is captured and managed effectively within your Flowlu CRM. This setup enhances productivity and ensures no leads are missed.