Question

Send Leads from WordPress (Formidable/Contact Form 7/Elementor) to CRM via API

  • 8 February 2022
  • 5 replies
  • 411 views

I would like to know if it’s possible to connect submitted forms/leads back into their dealer management system (Pinnacle or VMG) via their API credentials/details.

What would the steps be? Email by Zapier & Webhooks but which one? Or Formidable to Webhook PUSH/PUT?

I’ve setup a few Zaps but mostly leads to Google Docs. Looking to find a solution to integrate leads back into our customer’s DMS

 

Any assistance would be amazing! :)


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Userlevel 7
Badge +12

Hi @Murowave 

Contact form 7 does have an easy way to integrate with Zapier. More details here: https://www.luhhu.com/blog/how-to-zapier-and-contact-form-7 

Of course, email parsing is also a solution to trigger. More details on that here: https://zapier.com/apps/email-parser/integrations 

In order to send the leads into Pinnacle or VMG you will need to follow their API docs. If you have those docs, it would be helpful if you could link them. 

Userlevel 7
Badge +14

Hi @Murowave 

Email Parsing

If you do go the email parsing route, I recommend using the more robust and reliable app Mailparser: https://zapier.com/apps/mailparser/integrations

 

APIs

App APIs can be used in Zap steps with the Webhooks app as an action step: https://zapier.com/apps/webhook/integrations

Hi there

I was wondering if there are steps available to follow?

Userlevel 7
Badge +12

You can follow the steps listed here:  https://www.luhhu.com/blog/how-to-zapier-and-contact-form-7  to set up contact form 7 with Zapier. 

As for Pinnacle or VMG. You will need to reach out to their support team to ask for their API documentation (if they have an API). Configuring Zaps with API docs can be done with Webhooks by Zapier but it is considered advanced and you likely won’t find step by step instructions. Since the API docs are not publicly available online there is not much more we can help with. 

Userlevel 7
Badge +14

Hi @Murowave 

If you need help configuring app APIs in Zaps, you can consider hiring a Zapier Expert: https://zapier.com/app/get-help