Contact Form 7

Before you start

• In WordPress: the Contact Form 7 plugin and the free CF7 to Webhook plugin by Mário Valney, on WordPress.org (formerly «CF7 to Zapier»). Contact Form 7 alone does not notify other systems.
• In SendApp: nothing else is needed to fill the address book. For a WhatsApp welcome you need WhatsApp connected and a template approved by Meta.

1. Paste the address into Contact Form 7

1. On the Integrations page open the Contact Form 7 card, choose the AI account and press Create automation: a switched-off automation opens, with the Contact Form 7 event already chosen and the Add tag step «sito-web».
2. Copy the address you find ready with Copy. It belongs to this automation only: keep it private, whoever has it can start it.
3. In WordPress, from Plugins → Add New, install and activate CF7 to Webhook.
4. Open Contact → Contact Forms, edit the form and go to the Webhook tab added by the plugin.
5. Tick Send to Webhook, paste the address into Webhook URL and save the form. Leave Send CF7 mail as usually ticked if you still want to receive the form's email.

2. Run a test in Contact Form 7

1. Leave the SendApp automation switched off: the call is saved as an example and the contact is not created yet.
2. Fill in the form on your site with your own number and email.
3. Then come back to the editor: the data appears by itself in a few seconds.

3. Check the data received

In the editor the form's fields appear by themselves, with their values. If you do not see them, press Refresh.

Which fields to expect

The plugin sends each field with the name it has in the form. The standard Contact Form 7 form uses your-name, your-email, your-subject and your-message: name and email are recognised automatically, as are your-tel or your-phone for the phone and your-first-name with your-last-name for separate first and last names.

A field made with the Contact Form 7 buttons gets a name like tel-123: rename it to your-tel in the form, or pick the field yourself under Who the contact is.

Then finish the automation

1. Under Who the contact is, leave Recognise automatically or pick the phone, email and name fields yourself. WhatsApp needs the number with its international prefix: check it in the test.
2. The Add tag step puts «sito-web» on the contact: you can change the tag's name.
3. For a WhatsApp welcome add the Send WhatsApp template step, pick the template and, for each parameter, pick the field from the Data received group.
4. For an email welcome add the Send email from your mailbox step, choose I use an email template and the Email Builder template (the contact's details are filled in by themselves) and, as Type of email, Service. You need a mailbox connected in Apps → Email: Outlook / Microsoft 365 or Use my own SMTP.
5. Save and switch the SendApp automation on, then repeat the test: the contact shows up in Contacts with the «sito-web» tag.

Good to know

• A form with neither phone nor email creates no contact.
• Promotional messages need the customer's consent: add a consent checkbox to the form.
• If you generate a new address, the old one stops working at once: paste the new one into Webhook URL.
• The CF7 to Webhook labels are those of the plugin in English and may change.