Integrate Contact Form 7 with LeadSquared Using Pabbly Connect

Learn how to automate lead creation in LeadSquared from Contact Form 7 submissions using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To create leads in LeadSquared from Contact Form 7 submissions, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website where you can sign in or sign up for a free account.

Once you are logged in, you will see various applications offered by Pabbly. Click on Pabbly Connect to start your automation workflow. This platform is essential for integrating different applications without requiring any programming knowledge.

2. Create a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow, such as ‘Create LeadSquared Lead on Contact Form 7 Submission’ and select a folder to save it.

• Click the ‘Create’ button to finalize your workflow name and settings.
• This opens the workflow window where you will define triggers and actions.

In this window, you will set the trigger application as Contact Form 7. This step is crucial as it initiates the workflow whenever a new form submission occurs.

3. Setting Up the Trigger with Contact Form 7

For the trigger application, search for and select Contact Form 7. Choose the trigger event as ‘New Form Submission’. This tells Pabbly Connect to start the workflow whenever someone submits a form.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your Contact Form 7 to Pabbly Connect. Copy this URL as you will need it in the next steps.

• Install and activate the Contact Form 7 plugin in your WordPress dashboard.
• Edit the specific form you want to connect and navigate to the webhook section.
• Check the ‘Send to Webhook’ checkbox and paste the copied webhook URL.

After saving these settings, your Contact Form 7 is now linked to Pabbly Connect, ready to send data whenever a form is submitted.

4. Setting Up Action to Create Lead in LeadSquared

Now that your trigger is set up, it’s time to configure the action step in Pabbly Connect. For the action application, search for and select LeadSquared. Choose the action event as ‘Create or Update Lead’.

Click on the connect button to link your LeadSquared account with Pabbly Connect. You may need to enter your API access key, secret key, and API host to establish this connection.

Log into your LeadSquared account and navigate to the API and Webhooks section to find these keys. Copy the API host and paste it into Pabbly Connect. Copy the access key and secret key and paste them in the respective fields in Pabbly Connect.

After successfully connecting your LeadSquared account, you can now map the details received from the trigger to the fields required in LeadSquared.

5. Mapping Details from Contact Form 7 to LeadSquared

The final step is to map the details from the Contact Form 7 submission to the LeadSquared fields. You will see fields for first name, last name, email, and phone number in Pabbly Connect.

Instead of entering this information manually, use the mapping feature to dynamically pull data from the previous step. This ensures that each new submission updates the corresponding fields in LeadSquared automatically.

Map the first and last names by splitting the full name if necessary. Ensure all required fields are filled out to avoid errors during submission.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works. You should see a confirmation that a new lead has been created in your LeadSquared account. This automation will now run in the background, ensuring that no lead is missed.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of leads in LeadSquared from Contact Form 7 submissions. This integration saves time and ensures that all potential leads are captured efficiently. By following these steps, you can streamline your lead management process and enhance your customer follow-up capabilities.