How to set up your Contact Form 7 form

Capture leads from your Contact 7 forms into your Jetpack CRM as Leads with the Contact Form 7 extension.

You can import customer form submissions from the Contact Form 7 plugin directly into Jetpack CRM by installing the Contact Form 7 extension.

Please note that the third-party Contact Form 7 plugin must already be installed and active on your site before setting up the CRM extension. The CRM extension won’t function on its own without the plugin.

Default Contact Form 7 set up

When you first activate Contact Form 7, it comes with a default form. Out of the box, this form isn’t ready to send data directly into Jetpack CRM: it needs some field mapping adjustments.

For example, the default fields won’t automatically connect to CRM fields like First Name, Email, or Notes. You’ll need to edit the form so that Jetpack CRM can correctly capture your data.

Turn CF7 into a Jetpack CRM contact form

To integrate your form with Jetpack CRM, follow these steps:

1. Open your Contact Form 7 form for editing.
2. Add the fields you need to capture at minimum: First Name (fname) and Email (email). These two fields are required: without them, submissions will not be stored as CRM contacts.
3. Add a hidden field to tell the form to connect with Jetpack CRM:

[hidden jetpackcrm-add]

Here’s an example:

First Name (required)
    [text* fname] 

Last Name (required)
    [text* lname] 

 Your Email (required)
    [email* email] 

 Subject (required)
    [text* subject]

 Your Message (required)
    [textarea* notes] 

[hidden jetpackcrm-add "jetpackcrm-add"]
[hidden status "Lead"]

[submit "Send"]

In this setup, you can also add optional fields like Notes. Fields such as “Subject” will not be passed to Jetpack CRM, but they can still be used in confirmation emails or your help desk software.

Configure the Mail tab in Contact Form 7

The Mail tab in Contact Form 7 must match the fields you set up in the Form tab.

If these don’t match, your submissions won’t flow properly into Jetpack CRM. Always double-check the mapping before saving.

Change the default contact Status

By default, contacts created through this integration are given a Lead status. To assign a different status, add or update this hidden field:

[hidden status default:status="Lead"]

Replace “Lead” with the status you want. The status must already exist in your Jetpack CRM → Settings → Field Options.

Read more about the Field Options settings.

Capture Custom Fields

If you’ve set up custom fields in Jetpack CRM, you can map them to fields in Contact Form 7 by using the custom field slug shown in Jetpack CRM → CRM Settings → Custom Fields.

For example, if you have a custom field slug food-choice:

[select food-choice "Chicken" "Pork" "Beef"]

For hidden custom fields, use:

[hidden custom-field-slug]

Just replace custom-field-slug with the slug you created in Jetpack CRM. Once the form is submitted, the data will appear in the custom field on the contact’s profile.

Add tags automatically

You can also tag new contacts automatically by adding this hidden field:

[hidden jetpackcrm-tags "tag one,tag two"]

This example adds two tags to the contact: tag one and tag two.

Use hidden fields in Contact Form 7

Hidden fields let you pass information into Jetpack CRM without requiring the user to fill anything in.

This is useful when you want to capture extra data automatically in the background, such as tags, statuses, or internal identifiers.

To add a hidden field, use this format:

[hidden custom-field-slug]

Replace custom-field-slug with the actual slug of the custom field you’ve created in Jetpack CRM. You can find or create slugs under Jetpack CRM → CRM Settings → Custom Fields.

Example of hidden field

Suppose you created a custom field called cf-7-tags with the type Autonumber. To pass this field through your form, add the following shortcode in the contact form:

[hidden cf-7-tags]

Once the form is submitted, this hidden field will be automatically populated and stored in the contact’s record inside Jetpack CRM.

You’ll be able to see it when you view the contact’s details.

An example:

A cf-7-tags custom field has been created. For this example, we used a field type Autonumber.

Additional fields

Jetpack CRM supports a wide range of standard contact fields, such as phone number, address, and company.

To use them, add the field with the correct slug. Make sure the field labels in Contact Form 7 match the CRM field slugs.

You can find a full list of available contact fields here.

Connect Contact Form 7 from an external site

If your Jetpack CRM is installed on a different WordPress site than the one running Contact Form 7, you can still capture contacts remotely.

To do this, follow the steps in our external connection guide.

Connecting Contact Form 7 from an external site to a CRM site

If you are using Jetpack CRM on a separate site and want to add contacts via Contact Form 7 from an external site, please follow the steps in this guide.