How to Create Tasks in ClickUp from Contact Form 7 Entries Using Pabbly Connect

Learn how to automate task creation in ClickUp from Contact Form 7 entries using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create tasks in ClickUp from Contact Form 7 entries, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in with your account. If you are a new user, you can sign up for free to explore the features offered by Pabbly Connect.

Once logged in, you will be taken to the Pabbly Connect dashboard. Here, you can see options to create workflows. Click on the ‘Create Workflow’ button to begin the process of integrating your applications.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow that will facilitate the integration between Contact Form 7 and ClickUp. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Create Tasks in ClickUp from Contact Form 7 Entries’. using Pabbly Connect

• Name your workflow appropriately.
• Select a folder to organize your workflow, if needed.
• Choose the ‘New Beta’ version for a modern setup.

Once you’ve set up your workflow, you can proceed to set the trigger that will initiate the task creation process.

3. Setting the Trigger with Contact Form 7

The next step is to set the trigger for your workflow using Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Contact Form 7’ as the application. This allows Pabbly Connect to listen for new form submissions.

Choose the event as ‘New Form Submission’ and click on the ‘Connect’ button. You will receive a webhook URL, which you will use to connect your Contact Form 7 with Pabbly Connect. Copy this webhook URL for the next step.

4. Configuring Contact Form 7 to Use Webhook

Now that you have the webhook URL, you need to configure your Contact Form 7 to send data to Pabbly Connect. Go to your WordPress dashboard, navigate to the Contact Form 7 settings, and select the form you want to integrate.

• Open the form settings in Contact Form 7.
• Scroll down to the ‘Webhook’ section.
• Paste the copied webhook URL into the designated field.
• Save the settings to ensure the integration is active.

After saving the settings, your Contact Form 7 will now send submissions to Pabbly Connect, which will trigger the creation of tasks in ClickUp.

5. Creating a Task in ClickUp

Once Pabbly Connect receives the form submission, it’s time to create a task in ClickUp. In the Pabbly Connect workflow, click on ‘Add Action’ and select ClickUp as the application. Choose the event as ‘Create Task’ and click on ‘Connect’. using Pabbly Connect

Enter your ClickUp API token, which you can find in your ClickUp account settings. After entering the token, select the workspace, space, folder, and list where the task will be created. Finally, map the fields from the form submission to the task details, such as task name and description.

Once all fields are mapped, click on ‘Save & Send Test Request’. If everything is set up correctly, you will see a confirmation that a new task has been created in ClickUp based on the form submission from Contact Form 7.

Conclusion

In this tutorial, we demonstrated how to automate the creation of tasks in ClickUp from Contact Form 7 entries using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that every new lead is tracked efficiently in ClickUp.