Automate Keap Contact Creation with Pabbly Connect and Contact Form 7

Learn how to automate Keap contact creation from Contact Form 7 submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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. Access Pabbly Connect for Automation

To automate the process of creating or updating Keap contacts upon Contact Form 7 submissions, you need to start with Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly, including WordPress and Keap. Begin by visiting the Pabbly Connect homepage and logging into your account.

If you are a new user, you can sign up for a free account to explore the capabilities of Pabbly Connect. Once logged in, you will be greeted with the dashboard where you can create workflows to automate your tasks effectively.

2. Create a Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen. You will then be prompted to name your workflow. For this integration, name it ‘Create or Update Keap Contact on Contact Form 7 Submission.’

• Choose a folder to organize your workflow.
• Select an existing folder or create a new one as needed.

After naming your workflow, click on the ‘Create’ button. This will set up the foundation for your automation where Pabbly Connect will handle the trigger and action processes.

3. Set Up Trigger with Contact Form 7

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Contact Form 7’ as your trigger application. You need to choose the trigger event as ‘New Form Submission’ to ensure that every time a form is submitted, the workflow is activated.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it is essential for connecting your Contact Form 7 plugin with Pabbly Connect. You will need to paste this URL into the webhook settings of your Contact Form 7 plugin in WordPress.

4. Connect Contact Form 7 to Pabbly Connect

To integrate Contact Form 7 with Pabbly Connect, log into your WordPress account and navigate to the Contact Form 7 settings. Open the form you want to connect and click on the ‘Webhook’ option. Here, paste the webhook URL you copied from Pabbly Connect and ensure the integration option is enabled.

After saving the changes, your Contact Form 7 is now connected to Pabbly Connect. To test the connection, submit a dummy form entry. This will trigger the webhook and send the data to Pabbly Connect, confirming that the integration is working correctly.

5. Create or Update Keap Contact

With the trigger successfully set up, the next step is to define the action in Pabbly Connect. Select ‘Infusionsoft by Keap’ as your action application and choose the action event as ‘Create or Update a Contact’. This step ensures that every new form submission results in creating or updating a contact in your Keap account.

You will need to connect your Infusionsoft account with Pabbly Connect. Click on ‘Connect with Infusionsoft by Keap’ and authorize access. Once connected, map the fields from your form submission to the corresponding fields in Keap, such as email, first name, last name, and phone number. Finally, save and send the request to complete the setup.

Conclusion

In this tutorial, we explored how to automate the creation or updating of Keap contacts using Pabbly Connect when a Contact Form 7 submission occurs. By following these steps, you can streamline your workflow and ensure that all contact details are accurately captured without manual intervention. This integration not only saves time but also enhances your ability to manage leads effectively.