Integrating Salesforce with Contact Form 7 Using Pabbly Connect

Learn how to create contacts in Salesforce from website contact form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create contacts in Salesforce from website contact form submissions, we will use Pabbly Connect. Start by visiting the Pabbly Connect landing page at Pabbly.com/connect. If you are a new user, click on the ‘Sign up for free’ button to create an account and get started.

If you already have an account, click on ‘Sign in’. This will take you to your Pabbly Connect dashboard, where you can create and manage your workflows. Once you are logged in, look for the button that says ‘Create Workflow’ to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on ‘Create Workflow’. You will be prompted to choose between the new and classic workflow builders. Opt for the new workflow builder for a more modern experience. Name your workflow something like ‘Create Contacts in Salesforce from Website Contact Form Submissions’ and select a folder for organization.

Upon creating your workflow, you will be directed to the workflow window where you can set up triggers and actions. Click on ‘Add Trigger’ and select ‘Contact Form 7’ as the application. For the trigger event, choose ‘New Form Submission’. This sets the stage for capturing leads from your contact form submissions.

• Click ‘Connect’ to establish the connection.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL is crucial as it will connect your Contact Form 7 submissions to Pabbly Connect, enabling seamless data transfer to Salesforce.

3. Setting Up Contact Form 7 with Pabbly Connect

Next, navigate to your WordPress dashboard to configure Contact Form 7. Go to the ‘Contact’ section and select the form you want to connect. Click on ‘Edit’ to modify the form settings. In the form editor, look for the ‘Webhook’ option where you will input the webhook URL copied earlier from Pabbly Connect.

Enable the webhook by switching on the ‘Send to Webhook’ option and paste the URL. After this, click ‘Save’ to finalize the changes. This step establishes the connection between your website’s contact form and Pabbly Connect, allowing it to capture submissions automatically.

• Fill in the required fields in your contact form for testing.
• Submit the form to trigger the webhook response.

After submitting the form, Pabbly Connect will capture the data, confirming that the connection is working effectively.

4. Creating a Contact in Salesforce

Now that the webhook is set up, return to Pabbly Connect to create a contact in Salesforce. Click on ‘Add New Action Step’ and select ‘Salesforce’ as the application. For the action event, choose ‘Create Contact’ and click ‘Connect’.

When prompted, either select an existing connection or add a new one. If creating a new connection, allow Pabbly Connect to access your Salesforce account by logging in and granting the necessary permissions. This step is essential for ensuring that Pabbly Connect can communicate with Salesforce.

Map the fields from your form submission to the corresponding fields in Salesforce. Select ‘Lead Source’ as ‘Web’ to categorize the contact appropriately.

After mapping the required fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a success message indicating that a new contact has been created in Salesforce.

5. Verifying the New Contact in Salesforce

To confirm the successful creation of a contact, log in to your Salesforce account and navigate to the Contacts page. Refresh the page to see the newly created contact based on the form submission. You should see the same details entered in the contact form reflected in Salesforce, validating the integration.

This automation means that every time someone submits the contact form on your website, a new contact will automatically be created in Salesforce, streamlining your lead management process.

Ensure all details are accurate and correspond to the submitted form data. Monitor your workflow in Pabbly Connect for any errors or adjustments needed.

This powerful integration using Pabbly Connect enhances efficiency by automating contact creation, allowing you to focus on nurturing leads rather than managing data entry manually.

Conclusion

In this tutorial, we explored how to create contacts in Salesforce from website contact form submissions using Pabbly Connect. By following these steps, you can automate the process of capturing leads and streamline your customer relationship management effectively.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that your leads are organized efficiently in Salesforce. Start implementing this automation today for better lead management!