Import Leads from WordPress Contact Form 7

Thulo Cloud can import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7, together with the Email Integration feature that is built into Thulo Cloud.

The process is very easy; once you configure the contact form to be compatible with the email integration, you will be able to import leads in no time, with the fields filled in the contact form automatically added for the imported lead.

We recommend you first read this whole setup article to get an idea of how the contact form fields will be mapped and how the leads will be imported into Thulo Cloud. Once you get familiar with the steps you need to perform to make this configuration work, you can move on to configure the full setup.

For the simplicity of this example and setup, we will use a minimal example for the Contact Form config with fields Name, Email, and Message (see below for a more detailed example).

Install Contact Form 7

If you already have Contact Form 7 installed and are familiar with it, you can skip this step.

If you haven’t already installed Contact Form 7, you must install the plugin from your WordPress dashboard area, From the left menu, navigate to Plugins->Add New and search for Contact Form 7, After you find the Contact Form 7 plugin click on Install and after installation click on Activate.

We assume that you are already familiar with how Contact Form 7 works and how you can embed the form into the custom page. Contact us; if you are not, you can read more by clicking here.

Configure Contact Form 7

In this example, we will use the basic Contact Form 7 configuration which comes with the form after installation.

After you install and activate the plugin from the WordPress admin menu, click on Contact->Contact Forms.

Choose the form you want to configure and click on the name.

Click on the Mail tab in the contact form to configure the contact form email to be compatible with Thulo Cloud.

Additional Headers

Add your Thulo Cloud integration email configured in Setup->Leads->Email Integration.

In the new line, add eq. Bcc: yourleadsintegrationemail@example.com

Make sure that the Reply-To header is set as shown in the image.

This is the important part: in this case, when a user fills out the form, the contact form plugin will add BCC your leads email integration email, and the Thulo Cloud CRON job will be able to catch this email and import the lead with the provided fields.

Message Body

The point here is to wrap all form values and include them in the email message/body with:

<div id="field_LEAD_FIELD">[your-CONTACT-FORM-FIELD]</div>

After the email is sent, this field will be populated with the actual field value and will become eq.

<div id="field_LEAD_FIELD">John Doe</div>

You will need to replace LEAD_FIELD with the actual lead field.

Use HTML content type.

In the Contact Form 7 mail tab, check Use HTML Content Type; in this case, the email will be HTML.

Available lead fields

field_name
field_title
field_email
field_website
field_phonenumber
field_company
field_description
field_address
field_city
field_state
field_country
field_zip
field_lead_value (v2.5.0)

Country Field

If you are passing a country field, keep in mind that the country must have an ID from the Thulo Cloud database table for countries (tblcountries) or the name Eq. United States (without typos) because Thulo Cloud will compare the country name passed in the message body and find a suitable country ID from the Thulo Cloud countries table.

If the user writes United States, this will work fine, but if the user writes a country name that does not exist in the countries table or makes a typo,. In the Untited States, Thulo Cloud won’t be able to identify the ID of the country from the countries table.

Custom Fields

In case you want to integrate a custom field for a lead, you can use custom_field_ID, Replace the ID with the actual custom field ID, which can be found in Setup->Custom Fields.

If you use a custom field, the email message markup should look like this:

<div id="custom_field_ID">[your-CONTACT-FORM-FIELD]</div>

Eq. example for a custom field of type Select in Thulo Cloud: Click here to see the options configuration.

Eq. example for a custom field of type Select in Contact Form 7: Click here to see the option configuration.

Attachments

In the Mail Tab in Contact Form 7, simply add the field tag in the File Attachments Area.

Keep in mind that only attachment extensions allowed in Setup->Settings->General (Thulo Cloud installation) will be added while importing the lead.

Full example with more fields

Let’s say our Contact Form 7 has the following fields:

• Subject
• Name
• Email
• Website
• Phone number
• Company
• Message

Contact Form Fields

Our contact form field configuration should look like this (you can format it however you like):

<label> Subject
    [text* your-subject] </label>

<label> Your Name (required)
    [text* your-name] </label>

<label> Your Email is required.
    [email* your-email] </label>

<label> Website
    [text your-website] </label>

<label> Phone Number
    [text your phone number] </label>

<label> Company
    [text your-company] </label>

<label> Your Message
    [textarea your-message] </label>

[submit "Send"]

Mail Tab Config

Click on the mail tab to configure the email body content.

You can get the available shortcodes of the field values at the top of the Mail Tab Config, where it says, “In the following fields, you can use these mail- tags.”

The email body content should look like this:

From: [your-name] <[your-email]>
Subject: [your-subject]

Name:
<div id="field_name">[your-name]</div>

Email:
<div id="field_email">[your-email]</div>

Website:
<div id="field_website">[your-website]</div>

Phone Number:
<div id="field_phonenumber">[your-phonenumber]</div>

Company:
<div id="field_company">[your-company]</div>

Message Body:
<div id="field_description">[your-message]</div>

-- 
This e-mail was sent from a contact form on Thulo Cloud (https://mycloud.thulo.com)

You can see how all field values are wrapped within div with id=”field_LEAD_FIELD”, the LEAD_FIELD is actually from the available lead fields

In this example the message that the user will write in the contact form, we are populating the lead description text area, which is suitable for this case.

Keep in mind that the subject won’t be added to the leads section of Thulo Cloud because the subject is not suitable for any field that belongs to lead, You can either create a custom field or you will be able to view the subject by clicking on the Email Activity tab in the lead modal, Click here to check how this will look.

Now, when a user fills Contact Form 7, the plugin will add your email integration email as BCC header and this email will also be sent to the email integration email.

The Thulo Cloud cron job will read this email, map all fields provided within the email message and import the lead in Thulo Cloud leads section.