Integrate Contact Form 7 with InCharge Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Contact Form 7 with InCharge using Pabbly Connect for automatic lead management. Follow this detailed tutorial for step-by-step instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform is essential for connecting Contact Form 7 with InCharge. Begin by opening your browser and searching for Pabbly Connect.

On the landing page, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process takes just a couple of minutes and gives you 100 free tasks monthly. Once logged in, you will be directed to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow based on your objective. For this integration, you might label it as ‘Create or Update InCharge Person on Contact Form 7 Submission’.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Select ‘Contact Form 7’ as your trigger application.

After selecting the trigger application, you will need to define the trigger event. Choose ‘New Form Submission’ as the event that will initiate the workflow. This setup ensures that every new lead captured through Contact Form 7 will trigger the workflow in Pabbly Connect.

3. Connecting Contact Form 7 to Pabbly Connect

Next, you’ll need to connect Contact Form 7 to Pabbly Connect. This involves copying a webhook URL provided by Pabbly Connect. This URL acts as a bridge between your form and Pabbly Connect.

Head over to your WordPress dashboard where Contact Form 7 is installed. Open the specific form you want to integrate, and go to the ‘Webhook’ section. Here, paste the copied webhook URL from Pabbly Connect. After pasting, make sure to save the changes to establish the connection.

4. Testing the Integration with a Form Submission

Now that the connection is established, it’s time to test the integration. Go back to your Contact Form 7 and fill out the lead form with the necessary details. For instance, use the name ‘Michael Caris’ and provide a valid email and phone number.

• Submit the form to send the data to Pabbly Connect.
• Return to Pabbly Connect and check if the data has been received.
• This confirmation means your integration is working correctly.

Once the form submission is received in Pabbly Connect, you can proceed to set up the action step to update or create a new person in InCharge.

5. Finalizing the Integration with InCharge

To complete the integration, you need to set up the action in Pabbly Connect. Search for InCharge as your action application and select the action event as ‘Add or Update Person’. This will ensure that the lead information from Contact Form 7 is properly processed.

After selecting the action event, connect your InCharge account to Pabbly Connect by following the prompts. Once connected, map the fields from your form submission to the corresponding fields in InCharge. This mapping is crucial as it allows the correct data to be transferred every time a new lead is submitted.

Conclusion

In this tutorial, we explored how to integrate Contact Form 7 with InCharge using Pabbly Connect. By following the outlined steps, you can automate lead management effectively, ensuring that your leads are promptly captured and updated in your InCharge account. This integration not only saves time but also enhances your follow-up capabilities for better event planning.