Managing leads manually after they submit a Contact Form 7 form can take time and increases the risk of missing or incorrectly entering important customer information. By connecting Contact Form 7 with Copper CRM in WordPress, you can automatically send form submissions to Copper CRM as soon as a visitor submits your form.
This integration helps streamline your lead management process by connecting your WordPress website directly with your CRM. Instead of exporting form entries or copying contact details manually, you can use the Contact Form to Any API plugin to connect Contact Form 7 with the Copper CRM API and map your form fields to the appropriate CRM fields.
In this step-by-step guide, we’ll show you how to connect Contact Form 7 with Copper CRM in WordPress, configure the API connection, map your form fields, and test the integration to make sure submissions are successfully transferred to Copper CRM.
Watch the Video Tutorial: CF7 with Copper CRM Integration (Step-by-Step)
Before following the written steps, you can watch the complete integration setup in this quick video tutorial.
1. Sign in to Your Copper CRM Account
First, sign in to your Copper CRM account using your Copper CRM credentials.
Make sure you have the necessary permissions to access the API settings and generate API credentials.
2. Open WordPress
Next, log in to your WordPress admin dashboard.
From here, you can configure the integration between your Contact Form 7 form and Copper CRM.
3. Go to Contact Form to Any API → Add New Integration
From your WordPress dashboard, navigate to:
Go to -> Contact Form to Any API -> Add New Integration
This will open the integration setup screen where you can configure the Copper CRM API connection.
4. Add a New Integration Title
Enter a title for your integration so you can easily identify it later.
For example:
Copper CRM Integration
You can use any descriptive name that helps you recognize the purpose of the integration.
5. Go to Copper CRM Documentation and Copy the API Endpoint URL
Open the Copper CRM API documentation and find the API endpoint you want to use for creating or sending records.
For this example, we are using the Copper CRM People API endpoint.
Copy the required API endpoint URL.
6. Add the Copper CRM API Endpoint in WordPress
Return to your WordPress dashboard and locate the API Endpoint URL field in the Contact Form to Any API integration settings.
Paste the Copper CRM endpoint URL:
https://api.copper.com/developer_api/v1/people
This endpoint is used for working with people records in Copper CRM.
7. Create Your Copper CRM API Key
Next, you need to obtain the API credentials required to authenticate requests sent from WordPress to Copper CRM.
Go to your Copper CRM dashboard and navigate to:
Profile → Email Settings & Templates
Find the option to Generate New API Keys and generate your API key.
Save the API key securely because you will need it when configuring the request headers in WordPress.
8. Add the Request Header in WordPress
Go back to WordPress, Request Header -> Paste the copied URL in the “Request Headers” field
Hit the “Next” button
9. Choose Copper CRM as the Contact Form
Now select the Contact Form 7 form that you want to connect with Copper CRM.
Choose the appropriate form from the available Contact Form 7 forms.
10. Map Your Contact Form 7 Fields to Copper CRM Fields
Under JSON Payload, map your Contact Form 7 fields to the corresponding Copper CRM fields.
For example, you may need to map fields such as:
- Name
- Phone
- Company
- Job Title
- Website
- Description
Make sure the JSON field names and values follow the Copper CRM API requirements.
For example, your Contact Form 7 field:
[your-email]
can be mapped to the appropriate Copper CRM email field.
Always check the Copper CRM API documentation for the exact field names and required JSON structure because the field names used by Copper CRM may differ from the field names used in Contact Form 7.
11. Submit a Test Entry
Submit a test entry. Verify API logs inside WordPress to confirm a successful response.
Conclusion
Connecting Contact Form 7 with Copper CRM can help streamline lead management and reduce manual data entry. Using the Contact Form to Any API plugin, you can configure the Copper CRM API endpoint, authentication headers, and JSON field mapping directly from your WordPress dashboard.
Follow each configuration step carefully, test the integration with a sample form submission, and verify the API response before using it with live leads.
FAQs
What are the benefits of integrating Contact Form 7 with Copper CRM?
Integrating Contact Form 7 with Copper CRM can automate lead collection and reduce manual data entry. Form submissions can be sent directly to your CRM, helping your sales team access new leads more quickly and keep customer information organized.
Can I automatically send Contact Form 7 leads to Copper CRM?
Yes. With the Contact Form to Any API plugin, you can connect Contact Form 7 to the Copper CRM API and send submitted form data directly to your CRM. This can help automate your lead management workflow.
What types of businesses can benefit from a Contact Form 7 and Copper CRM integration?
Businesses that collect leads through WordPress forms can benefit from this integration. It can be useful for service businesses, agencies, consultants, software companies, real estate businesses, and other organizations that use Contact Form 7 for inquiries, lead generation, or customer requests.
Can this integration help reduce manual data entry?
Yes. Instead of manually copying information from Contact Form 7 submissions into Copper CRM, the integration can automatically transfer the submitted data. This saves time and reduces the possibility of errors caused by repetitive data entry.
Can I send customer information such as name, email, and phone number to Copper CRM?
Yes. You can map the relevant Contact Form 7 fields to the corresponding Copper CRM fields using the JSON payload. The exact fields you can send depend on the Copper CRM API and the data structure required for the specific record.
Can I use this integration for lead generation?
Yes. If your WordPress website uses Contact Form 7 to collect inquiries, quote requests, demo requests, or other lead information, you can send that data to Copper CRM. This can help your sales team manage incoming leads from a centralized CRM.
Can I connect multiple Contact Form 7 forms to Copper CRM?
Yes. You can create separate integrations for different Contact Form 7 forms and configure each one according to the data you want to send to Copper CRM. This can be useful when your website has separate forms for sales inquiries, contact requests, demos, or other purposes.
Can this integration be useful for sales teams?
Yes. Automatically sending website inquiries to Copper CRM can give sales teams faster access to new leads and help them manage prospects from one place. It can also reduce the delay between a website inquiry and the sales team’s follow-up process.
How can I troubleshoot a failed Copper CRM API request?
If a submission is not reaching Copper CRM, check the API response or integration logs and review your endpoint, authentication details, request headers, JSON payload, and field mapping. Copper CRM’s API requirements should also be checked to make sure the request contains the required information.
Is Contact Form 7 to Copper CRM integration useful for WordPress lead management?
Yes. It can create a more automated lead-management workflow by connecting your website’s forms with your CRM. This allows businesses to move form submissions into their sales process without relying on repetitive manual data transfer.
