Automatically Create ClickUp Tasks from Contact Form 7 Submissions

Learn how to automatically create ClickUp tasks from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 begin the process of automatically creating ClickUp tasks from Contact Form 7 submissions, you first need to access Pabbly Connect. Start by entering the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page.

On this page, you will see options to either sign in or sign up. If you are a new user, click on Sign Up Free to create your account. Existing users should click on Sign In. Signing up provides you with 100 free tasks every month to practice using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the Create Workflow button. You will be prompted to select a workflow builder. Choose the Beta Workflow Builder for a modern experience.

• Click on Select.
• Enter a name for your workflow, e.g., Create ClickUp Task for Contact Form Leads.
• Select your folder and click Create.

This step sets up the foundation for your automation, connecting Contact Form 7 submissions to ClickUp tasks through Pabbly Connect.

3. Setting Up the Trigger with Contact Form 7

To automate the task creation, you need to set up a trigger in Pabbly Connect. Click on the Add Trigger button and search for Contact Form 7. Select it and choose the event as New Form Submission.

Click on Connect to generate a webhook URL. Copy this webhook URL, as it will connect Pabbly Connect with your Contact Form 7. Now, move to your WordPress account where you have Contact Form 7 installed.

• Go to the Contact Forms section in WordPress.
• Edit your desired form and paste the webhook URL in the designated area.
• Enable Send to Webhook and save the form.

This setup ensures that every time a form is submitted, the details are sent to Pabbly Connect, triggering the subsequent action.

4. Creating a ClickUp Task from Form Submissions

With your trigger set, it’s time to add the action step to create a task in ClickUp. In Pabbly Connect, click on Add New Action Step and search for ClickUp. Select it and choose Create Task as the action event.

Next, click on Connect and create a new connection by entering your ClickUp API token. To obtain this token, go to your ClickUp account settings and navigate to the API section. Copy the API token and paste it into Pabbly Connect.

Select your workspace and space where the task should be created. Choose the folder and list where the task will reside. Map the task name and other details using data from the contact form submission.

This step allows you to dynamically create tasks in ClickUp based on the information submitted through your Contact Form 7, utilizing the capabilities of Pabbly Connect.

5. Testing the Integration

After setting up the ClickUp task creation, it’s essential to test the integration. Click on Save and Send Test Request in Pabbly Connect. This action will send a test submission from Contact Form 7 to ClickUp.

Check your ClickUp account to see if the task has been created successfully. You should see a new task with the details you mapped earlier. This confirms that your integration is working flawlessly and tasks are being created automatically from form submissions.

By following these steps, you can streamline your workflow and ensure that no lead is missed. With Pabbly Connect, automating tasks has never been easier.

Conclusion

In this tutorial, we explored how to automatically create ClickUp tasks from Contact Form 7 submissions using Pabbly Connect. By setting up triggers and actions, you can enhance your workflow efficiency and manage leads effectively. Start using Pabbly Connect today to automate your tasks seamlessly.