If you use Contact Form 7 to power your website forms, you probably have heaps of unread emails in your inbox. How useful the data in these emails is hinges on what you end up doing with it. Your form submissions may need to be converted to leads in Zoho CRM, subscribers in Mailchimp, rows in Google Sheets, tickets in Zendesk, or any combination of these.
To do this you’ll have to sift through emails, analyze data, and move it all to the right place. When you’re not dealing with a large amount of form submissions, all you need is a few minutes of your time to sort them. But as the number grows, you’ll need to look for an alternative to manually converting this data into information.
This alternative has to be effective, and work without needing regular intervention. It also needs to be smart enough to detect form submissions, decide what should be done with them, and deliver the data to the right app. That’s where a platform like Zoho Flow comes in.
What is Zoho Flow?
Zoho Flow is an app integration platform that lets you connect hundreds of applications.
It allows you to build workflows that collect data from your forms and move them over to the other apps you’re using. You can also customize this process by adding conditions and wait times between tasks. Every time a form submission is made, Flow will automatically move data to your favorite apps—so even if you don’t receive the email from Contact Form 7, you won’t have to worry about losing any data.
In this article, we’ll guide you through the process of bringing data from Contact Form 7 to Zoho Flow, and through that to 300+ apps, like Mailchimp, Hubspot, Salesforce, and Zoho Sheet.
How does this work?
Zoho Flow’s webhook trigger can help bring in data from your Contact Form 7 configuration. When you set up the webhook trigger in Flow, a unique URL will be generated, which you’ll have to configure in Contact Form 7. Then, every time an entry is made, data will be sent through this URL to Zoho Flow. Once the data reaches Flow, you can move it to other applications at your convenience.
- Your WordPress account must have the Contact Form 7 plugin installed.
- Your WordPress account must have the Contact form 7 TO API + Basic Auth plugin installed. This plugin helps you set up the webhook URL to send data to Zoho Flow.
- A Zoho Flow account.
How to set up the data transfer
- Log in to Zoho Flow and create a new flow.
- Click Configure in the webhook trigger box.
- Copy the generated URL from the configuration window that opens.
- In the API Integration tab of your form, check the Send to api? box and enter the copied URL in the Base url field.
- Change the Method to POST and enter API keys in the respective fields.
- Click Save.
- In your flow configuration, choose FORM DATA and then Next.
- Click Test in the next window that loads.
- Enter sample data in your form and submit it. The data you submitted using the form will now be visible in Zoho Flow.
- Ensure all the data you require is coming in, and then click Done.
- You can now add actions, to move this data to the applications of your choice.
Note: Your browser and WordPress installation must support TLS v1.2 to work with Zoho Flow.
If you’re someone who works a lot with WordPress plugins, we’d love to discuss how Zoho Flow can automate different parts of your process. And if you’re new to all of this, we’ll help you get started with automation! You can reach us at email@example.com for any questions or discussions on app integrations.