Learn how to automatically add leads from Contact Form 7 to Keap CRM using Pabbly Connect. Follow this step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To begin integrating Contact Form 7 with Keap CRM automatically, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account and reaching the dashboard. This platform allows for seamless automation between various applications.
Once logged in, click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Send Leads from Contact Form 7 to Keap CRM Automatically,’ and then click on the ‘Create’ button to proceed. This process sets the foundation for your automation.
2. Configuring the Trigger Application in Pabbly Connect
In this step, you will configure the trigger application using Pabbly Connect. Select the ‘Webhook’ option as your trigger app. This allows Pabbly Connect to receive data from external sources like your WordPress site.
- Choose ‘Webhook’ from the trigger application options.
- Copy the webhook URL provided by Pabbly Connect.
- Access your WordPress dashboard and navigate to the settings for WP Webhooks.
After copying the webhook URL, you will need to set it in your WordPress settings under the WP Webhooks tab. This setup allows Pabbly Connect to receive form submissions directly from Contact Form 7.
3. Configuring Contact Form 7 in WordPress
Next, you need to configure your Contact Form 7 plugin to send data to Pabbly Connect. Ensure that you have the Contact Form 7 plugin installed and activated on your WordPress site. Create a new form or use an existing one.
To embed the form, copy the shortcode provided by Contact Form 7 and paste it into the desired page on your WordPress site. Make sure to update the page after embedding the form. This allows visitors to submit their information, which will be captured by Pabbly Connect.
4. Testing the Webhook Connection with Pabbly Connect
After setting up your form, it’s time to test the webhook connection in Pabbly Connect. Go back to your Pabbly Connect dashboard and click on the ‘Test Webhook’ button. This action will prompt you to fill out the form as a test.
- Fill in the test lead details in the Contact Form 7.
- Submit the form and wait for the confirmation message.
- Check Pabbly Connect to see if the data has been received.
Upon successful submission, you should see the test data reflected in your Pabbly Connect dashboard, confirming that the webhook is functioning correctly.
5. Adding Leads to Keap CRM Automatically
Finally, you will set up the action to add leads to Keap CRM automatically through Pabbly Connect. Select Keap CRM as your action application and choose the ‘Create or Update Contact’ event. This step ensures that the data received from your form is sent to Keap CRM.
Map the fields from your webhook data to the corresponding fields in Keap CRM, such as email, first name, and last name. After mapping, click on ‘Save and Send Test Request’ to verify that the connection works.
Once the test is successful, the lead data will be added to your Keap CRM, allowing you to manage customer relationships efficiently. This automation saves you time and ensures that no leads are missed.
Conclusion
By following this tutorial, you can easily integrate Contact Form 7 with Keap CRM automatically using Pabbly Connect. This seamless automation helps in managing leads efficiently, allowing you to focus on building customer relationships without manual data entry.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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