Task Session includes a powerful Forms / Lead Capture module that can receive leads from external websites. This guide explains, step by step, how to connect a WordPress site running Contact Form 7 to your Task Session installation at https://yourdomain.com using the free CF7 to Webhook plugin.
Table of Contents
- Prerequisites
- Step 1: Install and prepare the Forms module in Task Session
- Step 2: Create an Integration in Task Session
- Step 3: Configure Field Mappings
- Step 4: Create / edit your Contact Form 7 form
- Step 5: Install and configure CF7 to Webhook
- Step 6: Test the connection and debug failures
- Example JSON payload
- FAQ and tips
Prerequisites
Before you start, make sure you have:
- Task Session installed at
https://yourdomain.com - Admin access to
https://yourdomain.com/admin/ - Forms / Lead Capture module installed and database tables created
- A WordPress website with Contact Form 7 installed and activated
- The free plugin CF7 to Webhook installed and activated on the same WordPress site
Step 1: Install and prepare the Forms module in Task Session
1. Verify access to Forms settings
- Log in to your Task Session admin panel at
https://yourdomain.com/admin/ - Go to Form settings in the left menu and confirm you can see:
- Integrations
- Field Mappings
- Forms
- Submission Logs
- Debug
Step 2: Create an Integration in Task Session
1. Open the Integrations page
- In Task Session admin, go to: Form settings > Integrations
- Click Add Integration
2. Fill the Integration details
- Name: for example
WordPress Contact Form 7 - Source key: for example
wordpress-cf7
This value will be used in the API URL as?integration=wordpress-cf7. - Auth token: create a secret token, for example
art123(you will use this in the CF7 to Webhook headers) - Status: set to Active
3. Save the Integration
- Click Save
- Write down:
- The Source key you used (e.g.
wordpress-cf7) - The Auth token (e.g.
art123)
- The Source key you used (e.g.
Step 3: Configure Field Mappings
1. Open Field Mappings
- Go to Form settings > Field Mappings
- Select your integration (e.g. WordPress Contact Form 7) from the dropdown
2. Add mappings for each field
For each incoming field from WordPress, add one mapping:
- Source field: the key name that will come from your webhook JSON (for example
first-name,Last-name,phonetext-762,email,company,interested-service,textarea-829) - Destination type:
- Lead column for built?in CRM fields like name, email, phone, source, status
- Custom field for extra fields like Company, Budget, Service type, etc.
- Destination: pick the exact lead field or custom field where the value should be stored
- Mark Required for important fields such as name and email
Save each mapping. The names you configure here must match the keys you send from WordPress in the JSON body.
Step 4: Create / edit your Contact Form 7 form
1. Define your CF7 fields
- In your WordPress admin, go to Contact > Contact Forms
- Edit the form you want to send to Task Session
- Each field has a name in the shortcode, for example:
[text* first-name "First Name"]> field name isfirst-name[text* Last-name "Last Name"]> field name isLast-name[email* Email "Email"]> field name isEmail[tel phonetext-762 "Phone"]> field name isphonetext-762
2. Keep a list of field names
- Write down all CF7 field names you will send to Task Session
- These names will be used as placeholders inside the CF7 to Webhook JSON body (for example
[first-name],[Last-name],[Email], etc.)
Step 5: Install and configure CF7 to Webhook
1. Install the plugin
- In your WordPress admin, go to Plugins > Add New
- Search for “CF7 to Webhook”
- Install and activate the plugin by Mário Valney (plugin page)
2. Open the Zapier / Webhook tab for your CF7 form
- Edit your Contact Form 7 form
- Click the “Zapier” / “Webhook” tab added by the CF7 to Webhook plugin
3. Configure the Webhook URL
- Enable Send to Webhook
- Set the Webhook URL to your Task Session submit endpoint, including the integration key, for example:
https://yourdomain.com/includes/forms/api/submit.php?integration=wordpress-cf7
4. Configure Advanced Settings: Method and Headers
- Under Advanced settings > Method, select POST
- Under Advanced settings > Headers, add one header line:
Authorization: Bearer YOUR_AUTH_TOKEN
ReplaceYOUR_AUTH_TOKENwith the token you set in Task Session (for exampleart123).
5. Configure Advanced Settings: Body (custom JSON)
In the Body section, choose to enter a custom body and paste JSON using your CF7 mail tags as values. Example:
{
"first-name": "[first-name]",
"Last-name": "[Last-name]",
"phonetext-762": "[phonetext-762]",
"email": "[Email]",
"company": "[company]",
"interested-service": "[interested-service]",
"textarea-829": "[textarea-829]"
}
Notes:
- Left?hand side keys (
"first-name","email", etc.) must match the Source field values you configured in Task Session Field Mappings. - Right?hand side values (
"[first-name]","[Email]", etc.) are CF7 mail tags for your form fields. - The CF7 to Webhook plugin will send this body as JSON to
https://yourdomain.com/includes/forms/api/submit.php?integration=wordpress-cf7.
Step 6: Test the connection and debug failures
1. Submit a test form from WordPress
- Open the page on your WordPress site where the Contact Form 7 form is embedded
- Fill the form with test data and submit it
2. Verify the lead in Task Session
- Log in to
https://yourdomain.com/admin/ - Go to Leads and check that a new lead has been created with the correct name, email, phone, and other mapped fields
3. Use Submission Logs and Debug if something fails
- Go to Form settings > Submission Logs (
https://yourdomain.com/admin/forms_submissions.php) to see each incoming request and status - Go to Form settings > Debug (
https://yourdomain.com/admin/forms_debug.php) to see raw payloads, validation errors (for example “Name is required”, “Invalid email format”), and lead creation results - Fix any issues (field names, mappings, token, URL) and submit again from WordPress
Example JSON payload
This is a simple example of the JSON body your WordPress + CF7 + CF7 to Webhook setup can send to Task Session:
{
"name": "John Smith",
"email": "[email protected]",
"phone": "+1 555-123-4567",
"message": "I would like more information about your services."
}
In your real integration you will typically use more specific keys (for example first-name, Last-name, phonetext-762, etc.) and map them in the Field Mappings page.
FAQ and Tips
What is the exact submit URL for my integration?
For the example Source key wordpress-cf7, the submit URL is:
https://yourdomain.com/includes/forms/api/submit.php?integration=wordpress-cf7
Which plugin do I need on WordPress?
You need two plugins:
- Contact Form 7 – to build the form
- CF7 to Webhook – to send the form data as JSON to your Task Session webhook URL
Where can I see errors if a lead is not created?
- In Task Session, open Submission Logs at
https://yourdomain.com/admin/forms_submissions.php - Open Debug at
https://yourdomain.com/admin/forms_debug.phpto see the raw payload and validation messages
Do I need to use yourdomain.com anywhere?
No. For this setup you always use your real Task Session domain. In this guide we use https://yourdomain.com as a placeholder. Replace it with the actual URL where your Task Session is installed.
If you follow the steps in this guide, your WordPress Contact Form 7 submissions will automatically create leads in Task Session via the Forms / Lead Capture module, using the CF7 to Webhook plugin as the bridge between the two systems.

