Integrating Contact Form 7 with The BOS using WebHooks

You can integrate Contact Form 7 with The BOS so that The BOS will get a copy of all form submissions done through your website. This means you will see form submissions a client has done when looking at their lead in The BOS.

Data is sent to The BOS as the form submission happens, so there is no need wait for a data fetch, The BOS shows the form submission as soon as it happens.

What this doesn't do:

Email the client or your team: set that up separately in Contact Form 7 and it's probably already done and working if you are reading this.
Create a lead, you currently do this separately (EG: Hubspot or GoHighLevel automation that is also triggered when they receive the same form submission).

Set up a Webhook Receiver in The BOS

You only need to do this once in The BOS as all Contact Form 7 submissions can go to the same webhook address.

Currently the easiest way to get a Webbook Receiver is to log a support ticket.

After the Webhook Receiver is created you can get the address by going to User Menu => Company Settings => Connections => Webhook Receiver and copying the Webhook URL which will be used below.

Changes to your CF7 Form

Email Field (Form Tab)

Your form can remain as it is, but make sure the email field is either called email or your-email, otherwise The BOS won't be able to identify the email field to link this to a patient.
For example a valid field would be: [email* your-email autocomplete:email]

Form-Name Field (Form Tab)

Add a hidden field to the form that specifies the form-name For example: [hidden form-name default:"Website-Contact-Us-Form"]

This is what The BOS uses to identify the form that was submitted as Contact Form 7 doesn't actually send any data about the form itself via the webhook. For consistency it is recommended that this name match the actual form name, but it doesn't need to.

Webhook URL (Webhook Tab)

Paste the address generated via The BOS. It should start with https://app.thebos.com.au/thooks/ and end with a large amount of random letters and numbers.

You can also add other webhook endpoints here, perhaps a GoHighLevel, HubSpot or other marketing system integration, remember to only do one URL per line.

Special Mail Tags (Webhook Tab)

Add [_url url]in this field, that will pass through the address of the page where the form was submitted. This is super helpful if you have one form appearing on multiple pages.

... and finally

Test this form submission workflow by submitting a form on your website, then ensure that all the non-BOS stuff still works (IE: people get emailed) and then check The BOS is showing the new form submission.