Do you have a WordPress-based website with a contact form?
Using integration with Make, you can automatically add a sales lead in Livespace each time your contact form is filled out.
How Does Livespace External Integration via Make Work?
The contact form on your website is filled out and submitted.
Make automatically adds a Deal to Livespace using the data from the contact form.
To use this integration, you’ll need a contact form plugin that allows data to be sent via webhooks, so that contact form data is immediately directed to Livespace as a Deal.
The following example uses the free plugins Contact Form 7 and CF7 to Webhook, but you can also use others, such as WPForms.
How to install the plugins and set up the contact form?
Steps:
Configuring Contact Form 7
Once you've configured and placed the contact form on your website, log in to Make and click Create a new scenario.
A screen will appear where you can configure the integration.
In the first step of the integration, choose what will trigger the automation.
In this case, from the available options, find Contact Form 7 (you can use the search bar to find it easily) and select Watch New Form Submission.
Now click Create a webhook.
In the Webhook name field, enter a name that will help you identify the webhook later (especially if you plan to create more), then click Save.
A window will appear where you can choose a specific webhook and copy the address to paste it into the contact form plugin settings. Click Copy address to clipboard and then click OK.
Now go to the settings of the contact form plugin and paste the webhook address into the appropriate place. Below are sample settings in the CF7 to Webhook plugin:
Data is sent from the contact form to Make
The contact form message is also sent to the email address configured in Contact Form 7.
Your WordPress plugin is now fully configured.
Next, return to the automation configuration in Make.
Adding Company Data
Click “+” to add another step to your automation.
From the options, select Livespace CRM.
From the available options, select Create a Company.
A window will appear where you assign variables from the contact form to the company that Make will automatically create in Livespace.
To do this, first right-click the Contact Form 7 tile. A menu will appear, where you should select Run this module only.
Now submit a message through the contact form on your website. Fill in all fields, including optional ones.
After a moment, the status of the Contact Form 7 module should change. The name will turn green, and a bubble with the number of messages received from the contact form will appear.
Now, click on the Create a Company module again and assign fields from the contact form to fields in Livespace. After clicking the appropriate field, options will appear along with sample data:
In the example below, the fields Company Name (Name), Source, and Owner are assigned. Assign Owner to the person responsible for handling the contact and sales lead, such as a sales manager who distributes leads.
After assigning the fields, click OK.
Adding Contact Person Data
Similarly, to add company data, click +, select Livespace CRM, and this time choose
Create a Person.
As in the previous step, a window will appear where you assign fields from the contact form to fields in the contact form in Livespace. In the sample contact form, there’s one field for first and last name, whereas Livespace has separate fields.
To assign them properly, use the first (for first name) and last (for last name) functions in combination with the split function.
The first and last functions are available in the variable selection window after clicking on the table icon.
The split function can be found in the same window by clicking the letter “A” icon.
You should also use the space operator, located in the same place as the split function.
In the Company field, select Company ID to link the contact with the company in Livespace.
In the Owner field, choose the person responsible (usually the same person selected in the previous step).
The final result should look like this:
Creating a Sales Lead
The next step will be to create a sales lead. You can add it by selecting Create a Deal.
A form will appear where you need to assign values:
Name - the sales lead name (you can use a variable from the form, such as the company name).
Company - choose Company ID to link the sales lead to the company.
Contact - set the Contact ID variable to link the sales lead to the contact person.
Process - select the sales process the lead should enter (in the example, Sales is chosen).
Actions (optional) - you can choose a step in the process to mark as completed in the sales process.
Source - enter the lead source.
Closing date (optional) - the planned closing date, which you can set with a variable, such as addDays, as in the example.
Owner - assign the responsible person.
The last step in the configuration is to add the message content as a note in the sales lead.
To add a note to the sales lead, choose the variable with the same name in the Deal ID field.In the Note field, enter the variables for the message subject and content (for example, subject and message). To improve readability, you might want to insert a blank line between variables (using the ENTER key).
Your automation is now ready. You can test it by clicking Run once or enable it using the ON/OFF switch.
