How to Create Salesforce Lead on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate Salesforce lead creation from Contact Form 7 submissions using Pabbly Connect for seamless integration and efficiency. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Salesforce and Contact Form 7 Integration

In this tutorial, we will explore how to use Pabbly Connect to automatically create Salesforce leads from Contact Form 7 submissions. This integration streamlines the process, allowing you to focus on your business without manual data entry. By using Pabbly Connect, you can enhance your lead management efficiently.

To get started, you need to have both Contact Form 7 installed on your WordPress site and a Salesforce account. The integration will help you automate lead creation, saving time and ensuring timely follow-ups with potential clients. Let’s dive into the steps for setting up this automation.

2. Accessing Pabbly Connect and Creating a New Workflow

First, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are a new user, you can sign up for free to explore the features. Existing users can simply sign in to their account.

Once logged in, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for it. For this tutorial, name it ‘How to Create Salesforce Lead on Contact Form 7 Submission’ and save it in the ‘Automations’ folder.

• Navigate to Pabbly Connect website.
• Sign in or sign up for a new account.
• Click on ‘Create Workflow’ and name it.

After naming your workflow, you will be taken to the workflow window where you can set up triggers and actions. This is where the magic happens with Pabbly Connect.

3. Setting Up the Trigger for Contact Form 7 Submissions

In the workflow window, the first step is to set up the trigger by selecting Contact Form 7 as the trigger application. This means that whenever a new form submission occurs, it will trigger the workflow in Pabbly Connect.

Next, choose the event ‘New Form Submission’ as the trigger event. Once selected, Pabbly Connect will provide you with a Webhook URL. This URL is crucial as it connects your Contact Form 7 to Pabbly Connect. Copy this URL for the next steps.

• Select Contact Form 7 as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided Webhook URL for integration.

After copying the Webhook URL, you will need to configure your Contact Form 7 settings in your WordPress dashboard to use this URL, allowing Pabbly Connect to receive submissions directly.

4. Configuring Contact Form 7 to Use the Webhook

To connect Contact Form 7 to Pabbly Connect, go to your WordPress dashboard and navigate to the Contact Form 7 plugin. Select the form you want to integrate and click on the edit option.

In the form settings, find the Webhook section. Check the box labeled ‘Send to Webhook’ and paste the Webhook URL you copied earlier. Save your changes to complete the setup for this integration.

Navigate to Contact Form 7 in your WordPress dashboard. Edit the desired form and find the Webhook section. Check ‘Send to Webhook’ and paste the URL.

Once saved, your Contact Form 7 is now connected to Pabbly Connect and will send submission data automatically to the workflow you created.

5. Creating a Salesforce Lead from Contact Form 7 Submission

Now that your Contact Form 7 is set up, it’s time to create a Salesforce lead. Go back to your Pabbly Connect workflow and select Salesforce as the action application. Choose ‘Create Lead’ as the action event.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, map the fields from your Contact Form 7 submission to the corresponding fields in Salesforce.

Select Salesforce as the action application. Choose ‘Create Lead’ as the action event. Map fields from Contact Form 7 to Salesforce.

Once all fields are mapped correctly, save your workflow. Now, every time a new submission is made through Contact Form 7, Pabbly Connect will create a new lead in Salesforce automatically, eliminating manual entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Salesforce leads from Contact Form 7 submissions. This integration not only saves time but also ensures that your sales team can follow up promptly with potential clients. By leveraging the power of Pabbly Connect, you can streamline your lead management process effectively.