How to Add Contact Form 7 Responses to Salesforce Using Pabbly Connect

Learn how to integrate Contact Form 7 with Salesforce using Pabbly Connect to automate contact creation with step-by-step instructions. 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 start integrating Contact Form 7 with Salesforce, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. First, log in to your Pabbly Connect account or create a free account if you don’t have one yet.

Once logged in, you will be directed to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. This step is crucial as it will allow you to specify how data from Contact Form 7 will be sent to Salesforce.

2. Creating a Workflow in Pabbly Connect

In the workflow creation screen of Pabbly Connect, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. For this integration, select Contact Form 7 as the trigger application and Salesforce as the action application.

• Select ‘New Form Submission’ as the trigger event.
• Choose ‘Create Contact’ as the action event in Salesforce.
• Click ‘Connect’ to link your Salesforce account with Pabbly Connect.

After selecting these options, you’ll be provided with a Webhook URL that you will need to copy and paste into your Contact Form 7 settings. This URL is essential as it allows Pabbly Connect to receive data from your form submissions.

3. Setting Up Contact Form 7 with Pabbly Connect

Next, navigate to your WordPress dashboard where Contact Form 7 is installed. Edit the form you wish to connect. In the form settings, you will find an option to add the Webhook URL you copied from Pabbly Connect.

• Paste the Webhook URL into the appropriate field.
• Ensure the Webhook option is enabled.
• Save the form to apply the changes.

By completing this step, you are ensuring that all form submissions will be sent to Pabbly Connect, which will then relay the information to Salesforce automatically.

4. Testing the Integration with Pabbly Connect

After setting up the Webhook, it’s time to test the integration. Fill out the Contact Form 7 with some dummy data and submit it. This action should trigger the workflow you created in Pabbly Connect.

Check the Pabbly Connect dashboard to see if the data from your form submission was captured successfully. If everything is set up correctly, the details should appear in the response section of Pabbly Connect. This confirms that your Contact Form 7 is now linked with Salesforce via Pabbly Connect.

5. Creating Contacts in Salesforce Automatically

The final step involves mapping the data from your Contact Form 7 submission to the fields in Salesforce. Within Pabbly Connect, you will need to specify which data corresponds to which Salesforce fields.

Map the first name and last name fields from the form submission to Salesforce. Ensure the email and phone number fields are also mapped correctly. Click ‘Save’ to finalize the mapping.

Once this is done, every new form submission will automatically create a contact in your Salesforce CRM through Pabbly Connect. This automation saves time and ensures that your contacts are always up to date.

Conclusion

Integrating Contact Form 7 with Salesforce using Pabbly Connect streamlines the process of adding new contacts. With this setup, every form submission is automatically converted into a Salesforce contact, enhancing your workflow efficiency.