How to Create or Update Encharge Person on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate the process of creating or updating an Encharge person using Pabbly Connect with Contact Form 7 submissions. Follow this detailed tutorial for step-by-step instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update an Encharge person on Contact Form 7 submission, you first need to access Pabbly Connect. This platform serves as the central integration tool that connects your lead form submissions to Encharge.

Start by opening your web browser and searching for Pabbly Connect. If you do not have an account, you can easily sign up for free, which only takes a couple of minutes. After signing up, you will have access to 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

Once you have logged into Pabbly Connect, you can create a new workflow to automate the integration. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Create or Update Encharge Person on Contact Form 7 Submission.’ This is essential for clarity and organization.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Set up your trigger by selecting Contact Form 7 as your application.

After setting up your trigger, choose the event as ‘New Form Submission.’ This step is crucial as it defines when the integration will be activated. Thus, every time a new lead submits the form, it will trigger the workflow.

3. Connecting Contact Form 7 to Pabbly Connect

To connect Contact Form 7 with Pabbly Connect, you need to copy the webhook URL provided in your workflow. This URL acts as a bridge between the two applications. Go to your WordPress account where Contact Form 7 is installed and find the lead generation form you want to use.

Click on the ‘Edit’ button for your form and navigate to the ‘Webhook’ section. Here, paste the copied webhook URL and save your changes. This ensures that every submission made through the form will communicate with Pabbly Connect.

4. Mapping Data to Encharge via Pabbly Connect

After setting up the webhook, return to Pabbly Connect to set up the action step. Now, search for Encharge as your action application and select the ‘Add or Update Person’ event. This is where you will specify what action to take with the data received from Contact Form 7.

Connect Encharge with Pabbly Connect by clicking on ‘Connect’ and allowing access to your account. You will then need to map the data fields from your form submission to the corresponding fields in Encharge, such as first name, last name, and email address. This mapping is essential for the data to be correctly processed.

• Map the email address from the form submission to the Encharge email field.
• Map the first name and last name accordingly.
• Ensure all required fields are filled to create or update a person in Encharge.

Once you have completed the mapping, save and test the workflow to ensure that the integration works as intended. This will allow you to see if the person is created or updated in Encharge based on the form submission.

5. Testing the Integration

After setting up the mapping in Pabbly Connect, it’s crucial to test the integration. Go back to your Contact Form 7 and submit a new lead form with the necessary details. For example, you can use names like Michael Caris and provide a random phone number and email address.

Once you submit the form, check back in Pabbly Connect to see if the data has been received. If successful, you will see the response reflecting the details you submitted. This confirms that the integration is functioning correctly and that a new person has been created or updated in Encharge.

To verify, you can log into your Encharge account and check under the ‘People’ section. You should see the new entry with the details you submitted, indicating that the automation is working as expected.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create or update an Encharge person based on submissions from Contact Form 7. By following these steps, you can automate your lead management effectively, ensuring that all new leads are captured and updated seamlessly.