Integrate HubSpot CRM with Contact Form 7 Using Pabbly Connect

Learn how to automate HubSpot CRM contact creation from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, visit the Pabbly Connect landing page by searching for it in your browser. Once there, you will see options to sign in or sign up for free. If you are a new user, click on sign up for a free account, which provides 100 tasks each month.

If you’re an existing user like me, click on the sign-in option. After signing in, you will be redirected to the dashboard where you can access all Pabbly applications. For this tutorial, we will focus on Pabbly Connect to integrate Contact Form 7 with HubSpot CRM.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this integration, I named my workflow ‘Create HubSpot Contact on Contact Form 7 Submission’ and saved it in the automations folder.

• Click on ‘Create’ to start setting up your workflow.
• You will see the workflow window, which is crucial for automation.
• This window allows you to set triggers and actions for your workflow.

In this window, you will first select your trigger application. For this integration, choose Contact Form 7 as your trigger application. This is essential for capturing form submissions that will automatically create a new contact in HubSpot CRM.

3. Setting Up the Trigger in Pabbly Connect

After selecting Contact Form 7, you need to choose the trigger event. In this case, select ‘New Form Submission’. Upon selection, Pabbly Connect will provide you with a webhook URL and specific steps to connect your Contact Form 7 to this workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your WordPress dashboard and ensure the Contact Form 7 plugin is installed and activated.
• Edit the specific form you want to use and check the ‘Send to Webhook’ checkbox, pasting the copied URL there.

After saving these settings, your Contact Form 7 is now connected to Pabbly Connect. This setup allows for seamless data transfer from your contact forms to HubSpot CRM.

4. Configuring HubSpot CRM Integration in Pabbly Connect

Next, we will set up the action application in Pabbly Connect. Select HubSpot CRM as your action application and choose the action event as ‘Create Contact’. This action will automatically create a new contact in HubSpot each time a form is submitted.

Click on the connect button to establish a connection with HubSpot. If you haven’t connected HubSpot CRM before, select ‘Add New Connection’ and follow the prompts to log in and authorize Pabbly Connect to access your HubSpot account.

Map the required fields such as email, first name, and last name using the data from the trigger step. Ensure that the email field is dynamically mapped from the form submission data. This dynamic mapping ensures that the information is updated with each new submission.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. Once you receive a positive response, it confirms that the contact has been successfully created in HubSpot CRM.

5. Testing and Verifying the Integration

To ensure everything is functioning properly, conduct a test submission through your Contact Form 7. Fill in the required fields and submit the form. Once submitted, Pabbly Connect will capture the response and create a new contact in HubSpot CRM.

After submitting the form, check your HubSpot account to verify that the new contact appears with the details you provided. This confirms that the integration between Contact Form 7 and HubSpot CRM via Pabbly Connect is successful and operational.

Repeat the submission process to test real-time functionality. Ensure that all details are accurately recorded in HubSpot. This automation saves time and reduces manual data entry errors.

With successful tests completed, you can be confident that your workflow is fully operational, allowing you to manage leads efficiently without manual effort.

Conclusion

In this tutorial, we demonstrated how to integrate HubSpot CRM with Contact Form 7 using Pabbly Connect. This process automates contact creation, ensuring that all inquiries are captured seamlessly. By leveraging Pabbly Connect, you can streamline your lead management and enhance your business efficiency.