Learn how to automate user enrollment in Tag Mango from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
Setting Up Pabbly Connect for Integration
To start using Pabbly Connect, first, access the platform through your web browser. Pabbly Connect is an automation software that allows you to integrate various applications seamlessly.
Once on the Pabbly Connect homepage, you can either sign in if you are an existing user or sign up for free to explore its features. The free plan offers 300 tasks every month, which is great for new users to get started.
Creating a Workflow in Pabbly Connect
After signing in to Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.
In the workflow dialog box, you will need to provide a name for your workflow, such as ‘Enroll Tag Mango User on Contact Form 7 Submission’. After naming your workflow, select a folder to organize it. You can create multiple folders to keep your workflows managed efficiently.
Setting Up the Trigger with Contact Form 7
In this section, we will set up the trigger for our workflow using Contact Form 7. This is crucial as it determines when the automation will start. Select Contact Form 7 as your trigger application in Pabbly Connect.
Next, choose the trigger event as ‘New Form Submission’. This means that every time someone submits a form through Contact Form 7, Pabbly Connect will capture that response. You will receive a webhook URL that you need to copy and paste into your Contact Form 7 settings to connect it with Pabbly Connect.
- Copy the webhook URL from Pabbly Connect.
- Go to your WordPress dashboard and find the Contact Form 7 plugin.
- Edit the form you want to connect and enable the webhook option.
- Paste the webhook URL in the designated field and save changes.
After saving, your Contact Form 7 is now connected to Pabbly Connect, and it will wait for a submission to trigger the workflow.
Setting Up the Action with Tag Mango
Now that we have our trigger set up, the next step is to define the action that occurs when a new form submission is received. Select Tag Mango as the action application in Pabbly Connect.
Choose the action event as ‘Migrate a User’. This action will enroll the user who submitted the form into your Tag Mango account automatically. To connect Tag Mango, you will need to enter your API key, which can be found in your Tag Mango account settings under the platform integration section.
- Log in to your Tag Mango account.
- Navigate to the automation settings and copy the API key.
- Paste the API key into the Pabbly Connect action setup.
After entering the API key, map the required fields such as name, email, and phone number to ensure the correct data is transferred from the form submission to Tag Mango.
Testing the Integration
With everything set up, it’s time to test the integration between Contact Form 7 and Tag Mango using Pabbly Connect. Go back to your Contact Form 7 and fill out the form with dummy data.
Once you submit the form, check back in Pabbly Connect to see if the webhook response was received successfully. If the setup is correct, you should see the user data reflected in your Tag Mango account.
To verify, log in to your Tag Mango account, navigate to the user management section, and confirm that the new user has been enrolled successfully. This seamless connection ensures that no manual effort is needed to enroll users, saving you time and providing a better experience for your customers.
Conclusion
In this tutorial, we explored how to automate user enrollment in Tag Mango from Contact Form 7 submissions using Pabbly Connect. By following these steps, you can streamline your process and enhance user experience.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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