How to Send Contact Form 7 Submissions to Planhat

Planhat is a customer success platform for SaaS companies to track health scores and manage renewals.

If you want Contact Form 7 submissions in Planhat, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why not just use Zapier?

For connecting Contact Form 7 to customer success, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Contact Form 7 installed and at least one form.
• A Planhat account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Planhat to AFI

1. Log in to your Planhat account.
2. Go to Settings → API and copy your API Token.
3. In WordPress, go to AFI → Settings → Planhat.
4. Paste the API Token and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it CF7 to Planhat.

2. Pick your trigger

Select Contact Form 7 and choose your form. Fields are detected automatically.

3. Select Planhat as the destination

Choose Planhat and pick Add Contact. This creates a contact in Planhat.

4. Map fields

Match each Planhat field to the corresponding Contact Form 7 field. Smart tags like {{_submission_date}} are available.

5. Add conditions if needed

Send only specific submissions based on conditional rules.

6. Save and test

Click Save Integration. Submit a test form and verify in Planhat. Check AFI → Log if needed.

Free vs Pro

Free maps email, name, and company with unlimited submissions. Pro adds custom field mapping. No per-submission fees.

Frequently asked questions

Do I need coding skills?

No. Everything is visual.

Will this slow down my form?

No. Data is sent asynchronously after submission.

Can I connect multiple forms?

Yes. Create as many integrations as you need.

Get started

Install Advanced Form Integration free from WordPress.org and connect Contact Form 7 to Planhat in minutes.