Integrating Contact Form 7 with Relm CRM allows you to automatically send form submissions from your WordPress website to your CRM. Instead of manually copying contact information from website forms into Relm CRM, you can connect the two systems through an API integration.
With the Contact Form to Any API plugin, you can configure the Relm CRM API endpoint, add the required API authentication details, map Contact Form 7 fields to Relm CRM fields, and test the connection directly from WordPress.
This guide explains how to connect Contact Form 7 with Relm CRM step by step.
Step 1: Sign in to Your Relm CRM Account
Start by signing in to your Relm CRM account. You will need access to your account settings and API configuration to complete the integration.
Step 2: Open WordPress
Open the WordPress admin dashboard for the website where Contact Form 7 is installed.
Step 3: Add a New API Integration
From your WordPress dashboard, navigate to:
Contact Form to Any API → Add New Integration
This will open the integration setup screen where you can configure the connection between your Contact Form 7 form and Relm CRM.
Step 4: Add an Integration Title
Enter a suitable title for the integration so you can easily identify it later.
For example:
Relm CRM Integration
Using a descriptive integration title makes it easier to manage multiple API integrations within WordPress.
Step 5: Copy the Relm CRM API Endpoint
Go to the Relm CRM documentation and locate the API endpoint URL required for the integration.
Copy the API endpoint URL provided by Relm CRM.
Step 6: Add the API Endpoint URL in WordPress
Return to WordPress and locate the API Endpoint URL field in your Contact Form to Any API integration settings.
Paste the copied Relm CRM API endpoint URL: https://api.relmcrm.com
Make sure the endpoint is entered correctly before continuing with the configuration.
Step 7: Create an API Key in Relm CRM
Go to the Relm CRM Home Page → Add Account Details.
Click on API Keys.
Write the name of the API and change the settings as required. Then click Generate Key.
Once the API key is created, copy it and save it somewhere secure for future use.
The API key will be required when configuring the request headers in WordPress.
Step 8: Add the Request Header in WordPress
Return to WordPress and open the Request Header section.
Paste the copied API key or required authentication information into the Request Headers field.
After entering the required request header information, click the Next button.
Make sure the authentication details are entered correctly because an incorrect API key or request header can prevent WordPress from successfully communicating with Relm CRM.
Step 9: Select the Contact Form
Click on Select Contact Form.
Choose Relm CRM as the Contact Form
For example, select the form you are using to collect customer or contact information.
Step 10: Map Contact Form 7 Fields to Relm CRM
Under JSON Payload, map your Contact Form 7 fields to the corresponding Relm CRM fields.
For example, you may need to map fields such as:
Contact Form 7 Field → Relm CRM Field
The field names should match Relm CRM’s system fields to ensure that the submitted information is processed correctly.
Review each field mapping carefully before proceeding. Incorrect field names or mappings can result in missing or incorrectly transferred data.
Step 11: Submit a Test Entry
Once the integration has been configured, submit a test entry through your Contact Form 7 form.
After submitting the form, check the API Logs inside WordPress.
The logs can help you verify whether the request was successfully sent to Relm CRM and whether the API returned a successful response.
If the request fails, review the API endpoint, request headers, API key, and JSON field mappings.
Conclusion
Using Contact Form to Any API, you can connect Contact Form 7 with Relm CRM and configure the API connection directly from your WordPress dashboard. The integration lets you define the API endpoint, configure authentication, map form fields, and verify API responses through logs.
Connecting Contact Form 7 with Relm CRM in WordPress can help automate the transfer of form submissions directly into your CRM. By configuring the Relm CRM API endpoint, adding the API key, mapping Contact Form 7 fields, and testing the API response, you can create a reliable connection between your website forms and CRM. With Contact Form to Any API, the entire integration can be configured from WordPress, helping reduce manual data entry and making it easier to manage incoming contact information.
Follow the steps above to configure your Relm CRM integration and test the connection before using it with live form submissions.
Frequently Asked Questions
1. What are the benefits of connecting Contact Form 7 with Relm CRM?
Connecting Contact Form 7 with Relm CRM can help businesses automatically send website form submissions to their CRM instead of manually copying lead information. This can reduce repetitive data entry, improve lead handling, and give teams a centralized place to manage contacts and follow-ups.
2. Can Contact Form 7 automatically send new leads to Relm CRM?
Yes. With the appropriate integration setup, information submitted through a Contact Form 7 form can be sent to Relm CRM automatically. This can help ensure that new inquiries are captured in the CRM without requiring someone to enter them manually.
3. How can Contact Form 7 and Relm CRM integration help with lead management?
The integration can help businesses move lead information directly from their WordPress website into their CRM. For example, when a visitor submits a consultation request, sales inquiry, or contact form, the submitted details can be transferred to Relm CRM for further follow-up.
4. What are some real-world use cases for Contact Form 7 and Relm CRM?
Businesses can use this integration for several website workflows, such as capturing sales inquiries, consultation requests, service requests, demo requests, partnership inquiries, and other customer information submitted through WordPress forms.
5. Can I use this integration for multiple Contact Form 7 forms?
Yes. Businesses with different forms on their WordPress website can configure their forms to send relevant submission data to Relm CRM. For example, a company could use separate forms for sales inquiries, support requests, and consultation bookings.
6. How does Relm CRM integration reduce manual data entry?
Without an integration, someone may need to copy information from each Contact Form 7 submission into the CRM manually. Connecting the form with Relm CRM can automate this data transfer, reducing repetitive work and helping teams process incoming inquiries more efficiently.
7. Can I send customer details from Contact Form 7 to specific Relm CRM fields?
Yes, form fields can be mapped to the corresponding CRM fields as part of the integration setup. This allows information such as name, email address, phone number, company, and inquiry details to be transferred in a structured format.
8. Is Contact Form 7 to Relm CRM integration useful for small businesses?
Yes. Small businesses can use the integration to automate lead capture without adding another manual step to their workflow. For example, a small service company can automatically send website inquiries to its CRM so the team can follow up from a centralized system.
9. Can this integration help sales teams respond to website inquiries faster?
It can help by automatically transferring new form submissions into the CRM instead of requiring manual data entry first. This gives the sales team access to incoming lead information in their CRM workflow sooner.
10. What happens when a visitor submits a Contact Form 7 form?
When the integration is configured correctly, the form submission can trigger the transfer of the submitted information to Relm CRM. The CRM can then be used to manage the contact and continue the appropriate sales or customer communication workflow.
