Integrating Salesforce with Contact Form 7 Using Pabbly Connect

Learn how to create Salesforce leads from Contact Form 7 submissions using Pabbly Connect. This step-by-step tutorial covers all necessary steps and configurations. 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. Accessing Pabbly Connect for Salesforce and Contact Form 7 Integration

To create a Salesforce lead on Contact Form 7 submission, you first need to access Pabbly Connect. This automation tool allows you to seamlessly integrate different applications like Salesforce and Contact Form 7 without any coding knowledge.

Start by visiting the Pabbly Connect website. If you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users can click ‘Sign In’ to access their dashboard. Once logged in, navigate to Pabbly Connect to begin setting up your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the lead creation process in Salesforce. Click on the ‘Create Workflow’ button in your Pabbly Connect dashboard.

• Name your workflow, for example, ‘Create Salesforce Lead on Contact Form 7 Submission’.
• Select a folder to save your workflow.

Once you have named your workflow, click on ‘Create’. This action opens the workflow window where you will set up triggers and actions. Remember, the trigger indicates when the workflow starts, while actions define what happens next.

3. Setting Up Trigger for Contact Form 7 Submissions

For this automation, the trigger application is Contact Form 7. Search for and select Contact Form 7 as the trigger application in your Pabbly Connect workflow.

Next, select the trigger event as ‘New Form Submission’. This configuration will allow Pabbly Connect to initiate the workflow every time a new form is submitted. You will receive a webhook URL that you will use to connect Contact Form 7 with your workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your WordPress dashboard and edit the specific Contact Form 7 form you want to integrate.

In the form settings, navigate to the webhook section and paste the copied URL. Make sure to check the ‘Send to Webhook’ checkbox and save your changes.

4. Testing the Connection Between Contact Form 7 and Pabbly Connect

After setting up the webhook, you need to test the connection. Fill out the Contact Form 7 with demo details and submit it. This will send the information to Pabbly Connect for processing.

Once you submit the form, return to your Pabbly Connect dashboard. You should see that the webhook has captured the response. This confirms that the connection between Contact Form 7 and Pabbly Connect is successful.

Now, you can move on to the next step, which involves creating a new lead in Salesforce using the data captured from the form submission.

5. Creating Salesforce Lead Using Pabbly Connect

To create a lead in Salesforce, select Salesforce as the action application in your Pabbly Connect workflow. Choose the action event as ‘Create Lead’. This will allow you to map the data from your previous step into Salesforce.

Click on ‘Connect’ and either select an existing Salesforce connection or create a new one. If creating a new connection, authorize Pabbly Connect to access your Salesforce account by allowing the necessary permissions.

Map the fields from the webhook response to the Salesforce lead fields. Ensure to map the first name, last name, email, and phone number correctly.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message. You can then check your Salesforce account to confirm that the new lead has been created successfully.

Conclusion

With this tutorial, you have learned how to create Salesforce leads from Contact Form 7 submissions using Pabbly Connect. By automating this process, you can streamline client inquiries and save time on manual data entry. Implementing this integration enables your sales team to follow up with leads more efficiently, enhancing your business operations.