Integrate Contact Form 7 with High Level CRM Using Pabbly Connect

Learn how to integrate Contact Form 7 with High Level CRM using Pabbly Connect to automate lead management effectively. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration Setup

To begin integrating Contact Form 7 with High Level CRM, you first need to access Pabbly Connect. Start by navigating to the Pabbly website, where you can sign up for a free account if you haven’t already.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This platform will help you create a workflow to connect your Contact Form 7 submissions directly to your High Level CRM account.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something like ‘Contact Form 7 to High Level CRM’. This name will help you identify the workflow later.

In this workflow, you will set up a trigger and an action. The trigger will be a new submission from Contact Form 7, while the action will be to create a new contact in High Level CRM. Follow these steps:

• Click on ‘Create Workflow’.
• Enter your workflow name.
• Select ‘Webhooks’ as the trigger.

After setting this up, Pabbly Connect will be prepared to receive data from your Contact Form 7 submissions.

3. Configure Contact Form 7 to Send Data to Pabbly Connect

Next, you need to integrate Contact Form 7 with Pabbly Connect. To do this, go to your WordPress dashboard and navigate to the Contact Form 7 settings. From there, you will need to use the Webhooks feature to send data to Pabbly Connect.

Follow these steps to configure your form:

• Go to WP Webhooks in your WordPress settings.
• Select ‘Send Data’ and find Contact Form 7.
• Add a new webhook URL provided by Pabbly Connect.

By completing these steps, your Contact Form 7 will now send data directly to Pabbly Connect whenever a new submission is made.

4. Create a New Contact in High Level CRM

Now that your Contact Form 7 is connected to Pabbly Connect, the next step is to create a new contact in High Level CRM based on the form submissions. In the Pabbly Connect workflow, select High Level as the action application.

Choose the action event ‘Create Contact’. Here, you will need to connect your High Level account by entering your API key. This key is crucial for Pabbly Connect to authenticate and perform actions on your High Level account. Once entered, map the fields from your form to the High Level contact fields:

Map the First Name field from the form to the High Level contact. Map the Last Name field similarly. Map the Email field to create a new contact.

After mapping, save the workflow in Pabbly Connect. This ensures that every time a form is submitted, a new contact is created in your High Level CRM.

5. Test Your Integration

Finally, it’s time to test the integration. Go back to your website and submit a new entry through your Contact Form 7. After submitting, check Pabbly Connect to see if the webhook response was received successfully.

If successful, navigate to your High Level CRM to confirm that a new contact has been created with the details you submitted. This testing phase is crucial to ensure that your integration is functioning correctly and that leads are being captured as expected.

By utilizing Pabbly Connect for this integration, you streamline your lead management process effectively, ensuring that every potential lead is captured and stored in your CRM without manual intervention.

Conclusion

In this tutorial, we explored how to integrate Contact Form 7 with High Level CRM using Pabbly Connect. This powerful automation allows you to capture leads seamlessly, ensuring your CRM is always updated with fresh data. By following these steps, you can enhance your lead management strategy effectively.