Integrate Contact Form 7 with Keep Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate the process of adding contacts from Contact Form 7 to Keep using Pabbly Connect in this detailed tutorial. Follow the steps to streamline your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect Automation

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding contacts from Contact Form 7 to Keep. This integration helps streamline your workflow by eliminating manual data entry.

Using Pabbly Connect, you can effortlessly connect various applications, allowing them to work together seamlessly. This tutorial will guide you through each step of the integration process, ensuring you can set it up correctly.

2. Setting Up Pabbly Connect for Integration

To start using Pabbly Connect, navigate to the Pabbly Connect website and sign in or create a new account. Once logged in, you will see the dashboard where you can create workflows.

• Click on ‘Create Workflow’ to begin.
• Name your workflow, for instance, ‘Create or Update Keep Contact’.
• Select a folder to save your workflow.

After setting up your workflow name and folder, you can proceed to define the trigger for the automation. This workflow will initiate when a new form submission occurs in Contact Form 7.

3. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow using Pabbly Connect. Select Contact Form 7 as your trigger application. This allows Pabbly Connect to listen for new form submissions.

Next, choose the trigger event as ‘New Form Submission’. This event will capture the form data whenever a user submits the form on your website. You will receive a webhook URL that needs to be copied and added to your Contact Form 7 settings.

• Open your WordPress dashboard and navigate to Contact Form 7.
• Select the form you want to connect and click on the Webhook option.
• Paste the copied webhook URL and save the changes.

By following these steps, you have successfully set up the trigger in Pabbly Connect. Now, Pabbly Connect will listen for submissions from your Contact Form 7.

4. Adding Action to Create Contacts in Keep

Now that we have set the trigger, the next step is to add an action in our Pabbly Connect workflow. Select Keep (Infusionsoft) as the action application. This will allow you to create a new contact whenever a form submission is received.

For the action event, choose ‘Create or Update a Contact’. This action will ensure that the contact details from the form submission are added to your Keep account. You will need to connect your Keep account to Pabbly Connect by clicking on ‘Connect with Infusionsoft’.

Authorize Pabbly Connect to access your Keep account. Map the fields from the form submission to the corresponding fields in Keep. Click on ‘Save and Send Test Request’ to verify the connection.

Once you have completed these steps, Pabbly Connect will automatically create a new contact in Keep for each new submission received from Contact Form 7.

5. Testing the Integration

After completing the setup, it’s essential to test the integration to ensure everything is functioning correctly. Use your Contact Form 7 to submit a test entry. Once submitted, check your Keep account to see if the new contact has been created.

Refresh your Keep account to verify that the contact details from the form submission appear correctly. If everything is set up properly, you should see the new contact listed in your Keep account.

This testing phase confirms that Pabbly Connect is effectively capturing form submissions and adding them as contacts in Keep. You can now rely on this automation to manage your contacts efficiently.

Conclusion

In conclusion, using Pabbly Connect to integrate Contact Form 7 with Keep automates the process of adding new contacts. This setup saves time and ensures your contact list is always up-to-date. By following the steps outlined in this tutorial, you can streamline your workflow and enhance your business efficiency.