Read time: 5 minutes
Contact Form 7 in WordPress enables you to set up a form that visitors to your website can use to contact you, for example for enquiries or treatment information. Using Zapier, you can now connect a WordPress Contact Form 7 and DenGro – opening the door for your leads to come directly through your WordPress website and straight into the lead nurture process.
If you haven’t met Zapier yet, and you’d like to look around, you’ll find they have free trials available and a useful help page.
Before you get started connecting WordPress and DenGro, you’ll need to complete the following:
- You’ll need an account and login for Zapier, plus a little understanding of how it works.
- A Practice or Group Manager role in DenGro.
- An existing Contact Form on your WordPress site.
- To download the plugin CF7 to Zapier for your WordPress site.
Create a Zap
To connect your WordPress Contact Form 7 (CF7) form to DenGro, you’ll need to ‘Make a Zap’ in Zapier, and set up your Triggers and Actions.
What’s a Zap?
A Zap is something that performs your automations for you using Zapier. In other words, you send data to Zapier and it redirects the data to go to your preferred destination – in this case, the Zap takes the data submitted through a CF7 form and redirects it to DenGro.
A Zap is made up of a Trigger and an Action.
A Trigger is the part you want to connect to DenGro using Zapier. We’ll set this up first:
- Log in to Zapier.
- Go to ‘Create Zap’.
- In the first step, search for “Webhooks by Zapier” as the Trigger app and select – please note, you’ll need a Premium plan in Zapier to access this.
- Next, choose ‘Catch Hook‘ as the event.
- When you click Continue, Zapier will generate a webhook URL for you. Copy this URL.
You’ll need to copy this URL and paste it into the relevant CF7 form – you’ll find the field under the ‘Webhooks’ tab when editing a specific form template. Make sure the checkbox for “Send to Webhook” is ticked.
- Copy this URL.
- Head back to your WordPress site and click to edit the relevant CF7 form. Go to the ‘Webhooks’ tab.
- Paste the Zapier Webhook URL into the field. Make sure the checkbox for “Send to Webhook” is ticked.
Zapier URL in WordPress
This is the part where we open the door to DenGro in WordPress.
- Log in to your WordPress site, and locate Contact Form 7 (‘Contact’ in the left-hand toolbar).
- Click on this, and you’ll see a Zapier tab under ‘Key Switch Panels’.
- Next to ‘Integrate’, ensure that the checkbox ‘Send to Zapier’ is ticked.
- Beneath this is a box for your Webhook URL. Paste the URL we copied from Zapier into this box. Click ‘Save’.
- Your WordPress contact form will now send any submissions to Zapier.
- Now, head to your website (as if you were a visitor) and enter a form as a test submission. This is necessary for Zapier to know which fields are in your form.
- This is the WordPress side completed. Head back to Zapier to finish creating your Zap.
Finish your Zap
In Zapier, it is the combination of a Trigger and an Action that makes a Zap happen. Now that you have a Trigger, you’ll need to create an action with DenGro to complete your Zap. Your action will be to create a lead or enquiry in DenGro.
- Click on the button that says ‘Ok, I did this’. Zapier will then look for your form. You’ve created your Trigger!
- On the left-hand side toolbar, underneath ‘Trigger’, is a box for ‘Action’.
- Choose an ‘Action App’: select the DenGro app. You can search for this by typing in the box.
- Create an ‘Action’. Choose one of the following options: Create Enquiry, Create Referral, Create Lead. Click ‘Continue’.
- Connect your DenGro account.
- Zapier will then ask to authorise your DenGro account. Click ‘Authorise’. Once you have authorised DenGro, Zapier will have access to the Group and/or Practice information associated with your DenGro login.
- Choose your account from the list. Click ‘Continue’.
- Form Set Up will show relevant fields. Under Token, select your practice. Then, select your Affiliate. This could be a wider group that you would like to associate the form with, or you can choose your practice.
- Lead forms will have a treatment field. In the same way, choose your treatment.
- Then use the icon on the right-hand side of each field bar to map it to the existing fields on your Gravity Form. These will show in a drop-down menu. For example, in the Email Address box, select the drop-down menu and choose ‘Email Address’ from your existing form choices. This step ensures that the details match up when they come into DenGro.
- When you have filled all your chosen fields, click ‘Continue’.
- You will see a form summary, and have the option to test it out. To test, click ‘Send Test to DenGro’. (You can skip this step by clicking ‘Skip Test’.) Your test will come through to DenGro as your form type: Enquiry, Lead or Referral.
- Click ‘Finish’ to complete your Zap.
If you have any issues with the above instructions, please contact firstname.lastname@example.org or open the pink chat window in the bottom right-hand corner to ask a question now.