Automate Flowlu Contact Creation with Contact Form 7 Using Pabbly Connect

Learn how to automate Flowlu contact creation from Contact Form 7 submissions using Pabbly Connect. Follow this detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of Flowlu contacts from Contact Form 7 submissions, begin by accessing Pabbly Connect. Open your browser and search for Pabbly Connect to reach the landing page.

Here, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to explore the application with 100 free tasks monthly. Existing users should click on ‘Sign in’ to access their accounts and then select ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to set up your automation. Name your workflow, such as ‘Create Flowlu Contact on Contact Form 7 Submission’, and choose a folder to save it in.

After naming your workflow, click on ‘Create’. This will open the workflow window where you will set up your trigger and action. The trigger indicates what event will start the workflow, while the action defines what happens when that event occurs.

• Set the trigger application as Contact Form 7.
• Select the trigger event as ‘New Form Submission’.
• Copy the provided webhook URL for further use.

With this setup, you are ready to connect your Contact Form 7 with Pabbly Connect for seamless automation.

3. Configuring Contact Form 7 for Webhook

Next, you need to configure your Contact Form 7 to send data to Pabbly Connect. First, ensure that the Contact Form 7 plugin is installed and activated in your WordPress dashboard.

Navigate to the ‘Contact’ section and select the form you wish to automate. Click on ‘Edit’, and in the form settings, find the ‘Webhook’ section. Check the box labeled ‘Send to Webhook’ and paste the URL you copied from Pabbly Connect.

• Save your changes after pasting the webhook URL.
• Make sure to perform a test submission to capture the webhook response.

After saving, your Contact Form 7 is now linked to Pabbly Connect, ready to send data upon submission.

4. Mapping Data to Create Flowlu Contacts

Now that your trigger is set, it’s time to define the action in Pabbly Connect. Select Flowlu as your action application and choose the event ‘Create CRM Account Contact’. Click on ‘Connect’ to set up the connection.

To connect your Flowlu account, you will need to provide your API key and account URL. Log into your Flowlu account, navigate to ‘Profile’, then ‘Portal Settings’, and finally ‘API Settings’ to generate a new API key.

Enter the API key and account URL in Pabbly Connect. Map the necessary fields like first name, last name, and email from the trigger response.

After mapping all the required fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step will create a new contact in your Flowlu account based on the data received from Contact Form 7 submissions.

5. Testing the Integration and Finalizing

To confirm that your integration is functioning properly, perform a test submission on your Contact Form 7. Fill in the form fields with sample data and submit. Once submitted, Pabbly Connect will capture the response and create a corresponding contact in Flowlu.

Check your Flowlu account under the CRM section to see if the new contact has been created with the correct details. If everything is set up correctly, you should see the new contact reflecting the data submitted through the form.

This integration ensures that every inquiry is automatically captured in your CRM, allowing for efficient management of leads and follow-ups. With Pabbly Connect, you can automate this process, eliminating manual effort and saving time.

Conclusion

By following this tutorial, you have successfully set up an automated process using Pabbly Connect to create Flowlu contacts from Contact Form 7 submissions. This integration streamlines your workflow and enhances your lead management capabilities.

Utilizing Pabbly Connect allows you to automate repetitive tasks efficiently, ensuring that you never miss a potential client inquiry again. Start leveraging this powerful integration today!