You can use Contact Form 7 with WordPress to automatically create new leads in Táve thanks to the Táve Contact Form 7 Integration plugin.

To set up Contact Form 7 to create new leads in Táve, follow these steps:

For more advanced options, you can also use these additional steps:

To start you’ll need to install Contact Form 7, a free plugin built for WordPress. From the plugins menu in WordPress, select Add New Plugin and use the search box to find ‘Contact Form 7’. Once installed, make sure that it is Active:

Next you'll want to install and activate the Táve Contact Form 7 Integration plugin. Ensure you're using the plugin By Táve as this is our official supported plugin.

You can install it by using the Add New Plugin search in the plugins menu in WordPress, or you can find it here in WordPress’s plugin directory.

In the Contact section in your WordPress sidebar, select the Táve Settings section:

In this section you'll enter your Táve Studio ID and Táve Secret Key. You'll find these details here in your Táve account: https://tave.app/settings/api/new-lead. Copy your Studio ID and Secret Key into the fields in the plugin settings:

Choose if you'd like to receive the Contact Form 7 notification email and the Táve new lead notification email by checking those boxes. Once you've entered these, save your changes.

Now, we'll create a contact form by using the Add New option from the Contact menu in WordPress:

When you first create a new form you'll see defaults have been set up for you automatically. We'll need to change these defaults so that the form works with Táve to create a new lead.

You can copy and past the code below to replace the defaults in the Form tab. You'll want to change the Job Types, Job Roles and Sources to match your own setup.

Quick Tip: Adding an * next to the field type makes the field required. 

In order for Táve to create a lead from this form, you MUST include the JobType field AND the options you include in the dropdown must EXACTLY match the Job Types you have set up in Táve here in Settings › Job Types.

When entering your Lead Sources, if you have sources that are sub-types of another parent Lead Source, you'll just enter the sub-type in quotes in your form. For example, if you have a source that's Referral › Photographer in your Táve Settings, you'll just enter "Photographer" in Contact Form 7 and that will map to that Lead Source.

In the Mail tab you'll want to ensure that your email address is set in the To field. You can enter your email or use your WordPress site admin email by leaving the To field set to [_site_admin_email], which will send the notification email to the email you have set up in WordPress as your site admin.

Update the From, Subject, Additional Headers and Message Body fields to include the mail-tags you want included in the email notification you receive from Contact Form 7. You'll see the available mail-tags in the top paragraph to copy and add them message body.

Feel free to copy and paste from this code. Of course, you can change this how you’d like, especially the subject field.

To field:

From field:

Subject field:

Additional Headers:

Message Body field:

When you're finished, save your form.

The last step will be to copy and paste the contact form's shortcode into your contact page.

Once you've saved your form, copy the shortcode from here:

Go to your Contact page in the Pages section of WordPress. Edit the page and use the Add Block plus icon here to add a shortcode block:

Paste your contact form shortcode into that block:

Save and publish your page and your new contact form will be in place.

Be sure to test your form to verify that it's creating new leads in Táve on submission!

If you'd like to request additional information from your new leads that aren't build-in available fields, you'll need to use Custom Fields. You can create your custom fields in Settings › Custom Fields in your Táve account, then add them to your Contact Form 7 form.

Each custom field you set up will have it's own code (CF-xxxxx) which you can find here in your Táve account: https://tave.app/settings/api/new-lead. On that page you'll see the Available Fields list. Find your custom field in this list and copy the CF number assigned to that field:

You'll then be able to add this field to your Contact Form 7, like the example below:

If your contact form is for a specific job type, job role, or brand only, you can use a hidden field to set that instead of giving your client a dropdown to select from.

Contact Form 7 now supports hidden fields built-in so you don't need to install any additional plugins to use these. Simply use the [hidden] tag in your Form settings.

Quick Tip: You can put your hidden fields below your submit button so they don't block out blank space on your form. They'll still be submitted along with the form and applied to the new lead in Táve.

For example if you'd like to set the job type and not allow the client to select it, you can use the hidden tag on that line in your form settings and specify the job type:

This means that whenever this specific contact form is submitted, it automatically creates a new ‘Wedding’ lead in Táve. This is beneficial if you have different contact forms on different parts of your website.

Similarly, if you'd like to specify the job role for the contact on the new lead, you can use a hidden field and set the job role so the client isn't given a dropdown to select from:

This means that whenever this specific contact form is submitted, the contact will automatically be marked as the ‘Primary Contact’ on that lead in Táve.

If you’re using multiple brands in Táve, you can have your contact form create a new lead for a specific brand using the hidden tag to set the brand on your form.

You can use either the brand ID or the brand name. To get those you'll head to Settings › Branding in your Táve account. Select the brand you want to use and you'll be able to see the ID in the URL (it's the number at the end after the last /) and the brand name from that field on the page.

If using the brand ID you'll change the code on your form to:

If using the brand name, you'll change the code to:

When this contact form is submitted, it'll automatically create a new lead in Táve assigned to this brand.