How to connect Contact Form 7 to Platformly

Transcript

Hi, Alek here from Platformly.

In this tutorial video,

I'm going to show you the steps

to connect Contact Form 7

with Platformly. As you know, in Platformly

we have webhooks that accept data

and based on that data,

you can do specific actions to your

contacts. In order to connect Contact

Form 7 to Platormly, because by default,

Contact Form 7 doesn't have webhooks.

We need a middle plugin that is going

to send the Contact Form 7

data to Platformly as a webhook.

So let's add that plugin quickly.

If we go to "Add New",

we need to search for the plugin "CF7

to Webhook". "Install"... and we have

installed the plugin. Before activating,

I just want to show you something quickly.

So if you go to contacts and your forms...

In this case, we have only one

form for testing purposes.

You will be able to see

these options on the top.

OK, so now once the plugin is activated,

and then we refresh this page,

another option comes: Webhook.

So in order to activate the webhook,

this tick here should be

set and then a webhook URL.

So the webhook URL,

you need to take it from Platformly.

So let's quickly do that.

So here is where you are creating a new webhook.

If you are creating the webhook

for the first time, you go to "Automations",

"Webhooks" and then the + button on the right.

So let's quickly give it a name.

"Contact Form 7 Test", then choose an API key.

So choosing an API key that will

work and validate this webhook.

And this is the URL.

So let's copy the URL.

Then go back to the Contact Form 7 settings

for Webhook,

place it and save. OK,

so now everything is connected,

basically, from the Contact Form 7

point of view. Every

request goes to this webhook,

but in order to work in Platformly,

we need to save the actual webhook, right?

In order to do that, we need

to start listening to our test data.

So once this button is clicked,

"Start Listening".

We need to send test data so

the forms should be placed somewhere.

In this case, I have placed it

on the contact page and let's quickly send data.

So, "Alek...", this, OK.

So now we're sending a test request

to see if it is working or not.

As you can see, that test request just

came in and now we can continue further

and set the specific action that is going

to happen when these

requests come to Platformly.

In this case, I'm going

to choose "Add Contact", then

the project: "Test Project", contact email.

The "Email" is your email.

We choose the identifier, so your email and

"Contact First Name" is the name.

We can go even further and we say, OK,

for this,

every lead or submission that comes

from this form, segment the users to

"Test Project", "Only Me", for example...

and that's it.

So you have set everything up

and just click "Save Webhook".

Now the webhook is saved and everything is set

in order to quickly test out so we can go

like "View Webhook Stats",

which will show that there are no stats,

no submissions because we

just saved this webhook.

Right.

And now let's get back

and just do it again.

Another test, "alek@platform.ly",

and go Submit.

OK, if we go to Platformly and refresh

this page, we will be able to see

that the request came in, a successful

request, your name, your email.

That request came directly from Contact

Form 7. If we go to the CRM,

so in this case, I can filter the contacts

that contain that only segment, you

can see a new contact has been added.

If we click here, we can see it was in "Test

Project" and the segment is "Only Me"

basically assigned to this contact.

So that is how easily and quickly you can

connect Contact Form 7 to Platformly

without any headaches and use

it for your submissions.

Thanks for watching this video

and I hope it was helpful.

Updated on: 09/07/2021