Integrating Zoho CRM with Contact Form 7 Using Pabbly Connect

Learn how to automate the integration between Zoho CRM and Contact Form 7 using Pabbly Connect, ensuring seamless lead management and contact creation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the integration between Contact Form 7 and Zoho CRM, you must first access Pabbly Connect. Visit the Pabbly Connect dashboard by signing in or creating a new account if you are a first-time user. This process takes just a few minutes.

Once you are in the dashboard, look for the ‘Create Workflow’ button on the right side. Click on it to start setting up your integration. You can name your workflow anything relevant to your objective, such as ‘Create Zoho CRM Contact from Contact Form 7 Submission’.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our integration using Pabbly Connect. The trigger application will be Contact Form 7, and the event will be a new form submission. This means every time a new lead is submitted through the form, it will initiate the workflow.

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

After copying the Webhook URL, you will need to integrate it into your Contact Form 7 settings in WordPress. This connection allows Pabbly Connect to receive data from form submissions automatically.

3. Configuring WordPress to Use Webhooks

Now, let’s configure the WordPress site to send data to Pabbly Connect. Go to your Contact Form 7 settings and select the form you want to work with. In the settings, navigate to the Webhooks section.

Paste the copied Webhook URL into the designated field and save the changes. Ensure that the ‘Send CF7 mail’ option is checked if you want to continue sending emails through Contact Form 7.

4. Creating a Zoho CRM Contact

After successfully setting up the trigger, the next step is to create a contact in Zoho CRM using Pabbly Connect. Select Zoho CRM as your action application, and the action event will be to create a new contact.

• Choose ‘Zoho CRM’ as the action app.
• Select ‘Create Contact’ as the action event.
• Connect your Zoho CRM account by following the prompts.

Fill in the required fields such as lead source, first name, last name, and email address by mapping them to the data received from the Contact Form 7 submission. This mapping ensures that new data is captured accurately every time a form is submitted.

5. Testing the Integration Success

To ensure everything is working correctly, it’s essential to test the integration set up with Pabbly Connect. Submit a test entry through your Contact Form 7 on WordPress and check if the contact is created in Zoho CRM.

After submitting the form, return to your Zoho CRM account and refresh the contacts page. You should see the new contact created based on the submission data. This confirms that your integration between Contact Form 7 and Zoho CRM via Pabbly Connect is successful.

Conclusion

In this tutorial, we demonstrated how to integrate Zoho CRM with Contact Form 7 using Pabbly Connect. This automation allows for seamless lead management, ensuring every form submission creates a new contact in Zoho CRM efficiently.