Automate Movermate Leads with Pabbly Connect and Contact Form 7

Learn how to automate Movermate lead creation from Contact Form 7 submissions using Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating workflows between various applications, including Contact Form 7 and Movermate. By using Pabbly Connect, you can seamlessly create leads in Movermate whenever a submission is made through Contact Form 7.

To get started, you need to sign up for a free Pabbly Connect account. Once you have your account, you can create an automation workflow that connects your Contact Form 7 submissions to Movermate, ensuring that all lead information is captured efficiently.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘Contact Form 7 to Movermate.’ This name helps you identify the automation you are setting up. using Pabbly Connect

After naming your workflow, select the folder where you want to save it and click on ‘Create.’ You will then see two windows: a trigger window and an action window. The trigger window is where you will set up the event that starts your automation.

• Click on the trigger window and search for ‘Contact Form 7.’
• Select ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have copied the webhook URL, you will need to integrate it into your Contact Form 7 settings. This step is crucial for ensuring that your form submissions are captured by Pabbly Connect.

3. Setting Up Contact Form 7 with Pabbly Connect

To link your Contact Form 7 with Pabbly Connect, open your form in edit mode. In the form settings, navigate to the ‘Webhook’ section. Here, select the option to send to a webhook and paste the URL you copied earlier from Pabbly Connect.

After pasting the webhook URL, save your changes. This action establishes a connection between your Contact Form 7 and Pabbly Connect, allowing it to receive data whenever a new form is submitted.

Now, return to your Pabbly Connect workflow where you will see that it is waiting for a webhook response. This indicates that Pabbly Connect is ready to capture the data from your next form submission.

4. Testing the Integration with a Dummy Submission

To test your integration, go to your Contact Form 7 and fill out the form with dummy data. For example, enter the name ‘Demo Test,’ a mobile number, email address, moving date, pickup location, and drop-off location. using Pabbly Connect

After filling out the form, click on ‘Submit.’ Pabbly Connect will capture this submission, and you will see the details reflected in the trigger step of your workflow. This step confirms that the integration is working correctly.

• Ensure all fields are filled correctly to avoid errors.
• Check that the response in Pabbly Connect matches the data submitted.

Once you confirm that the data has been captured successfully, you can proceed to the next step of sending this information to Movermate.

5. Adding Lead to Movermate Using Pabbly Connect

In this step, you will send the captured lead data from Pabbly Connect to Movermate. Scroll down to the action step in your workflow and select ‘Movermate’ as the application. using Pabbly Connect

For the action event, choose ‘Create Removal Lead.’ You will need to connect your Movermate account with Pabbly Connect by entering your API token. To find your API token, go to your Movermate account settings and navigate to the integration section.

Copy the API token from the Movermate settings. Paste the token into Pabbly Connect and click ‘Save.’ Map the fields from the trigger step to the corresponding fields in Movermate.

After mapping all the necessary fields, click on ‘Save and Send Test Request.’ If successful, you will see the lead created in your Movermate account with all the details submitted through Contact Form 7.

Conclusion

By following these steps, you can effectively automate the process of creating leads in Movermate from Contact Form 7 submissions using Pabbly Connect. This integration not only saves time but also ensures that all lead information is captured accurately and efficiently.

With Pabbly Connect, you can enhance your workflow automation and make lead management seamless. Start using this powerful tool today to streamline your business processes.