Integrate Apollo.io with Contact Form 7 Using Pabbly Connect

Learn how to integrate Apollo.io with Contact Form 7 using Pabbly Connect for seamless contact management and automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, open your web browser and search for it. Once on the landing page, you will see options to sign in or sign up for free. If you’re a new user, click on ‘Sign up for free’ for 100 tasks free every month. Existing users should click on ‘Sign in’ to access their dashboard.

After signing in, you will see all Pabbly apps. Click on Pabbly Connect to proceed. This platform is essential for connecting different applications without any coding knowledge. You will then be directed to your dashboard where you can create workflows that automate processes between applications.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. Name your workflow something descriptive, like ‘Create Apollo.io Contact on Contact Form 7 Submission’ and choose the appropriate folder.

• Click on ‘Create’ to open the workflow window.
• You will see options for triggers and actions; triggers initiate the workflow while actions are the tasks performed.

In this workflow, select Contact Form 7 as your trigger application. This is crucial because it allows Pabbly Connect to respond to new form submissions automatically. Choose ‘New Form Submission’ as the trigger event to start the automation process.

3. Setting Up Contact Form 7 for Integration

Next, you need to configure your Contact Form 7 to work with Pabbly Connect. In your WordPress dashboard, ensure you have the Contact Form 7 plugin installed and activated. If not, navigate to the plugins section, add a new plugin, and install Contact Form 7.

Once installed, go to the forms you have created and select the one you want to use. Click on ‘Edit’ to access the form settings. Under the ‘Webhook’ tab, check the box to enable sending data to a webhook. Paste the webhook URL provided by Pabbly Connect into the designated field and save your changes.

4. Testing the Webhook Integration

After setting up the webhook, it’s time to test the integration. Fill out the form with dummy details, such as a first name, last name, email, and organization name. Submit this test form to trigger the webhook and send data to Pabbly Connect.

• Open your Pabbly Connect dashboard to check if the details have been captured successfully.
• You should see the test submission data reflected in the workflow.

This step confirms that the connection between Contact Form 7 and Pabbly Connect is functioning correctly, allowing for seamless data transfer.

5. Creating a Contact in Apollo.io

Now that the webhook is set up and tested, you can proceed to create a contact in Apollo.io using Pabbly Connect. Select Apollo.io as your action application and choose ‘Create Contact’ as the action event. Click on ‘Connect’ to establish a connection.

If this is your first time connecting Apollo.io, you will need to enter your API key. This can be obtained from your Apollo.io account. After entering the API key, map the fields from your Contact Form 7 submission to Apollo.io fields, such as first name, last name, email, and organization name.

Once mapped, click on ‘Save and Send Test Request’ to create the contact. If successful, you will receive a confirmation message indicating that the contact has been created in Apollo.io. This integration allows you to automate lead management, ensuring you can follow up efficiently with potential clients.

Conclusion

In this tutorial, we explored how to integrate Apollo.io with Contact Form 7 using Pabbly Connect. This integration streamlines the process of capturing leads, allowing for efficient follow-up and improved organization of client inquiries. By automating contact creation in Apollo.io, you can enhance your lead management and marketing efforts.