Integrating Cognito Forms with Notion Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Notion using Pabbly Connect for efficient lead management. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Cognito Forms with Notion, first, visit the official Pabbly Connect website. Here, you can either sign in to your existing account or sign up for a free account if you are a new user.

Once logged in, navigate to the dashboard where you will find various applications available for integration. Click on the Pabbly Connect icon to access the integration features, and you’re ready to create your workflow.

2. Creating a New Workflow in Pabbly Connect

The next step involves creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to enter a name for your workflow; for example, you can name it ‘Create Notion Item on Cognito Form Submission’.

After naming your workflow, select a folder where you would like to save it. Choose a relevant folder, such as ‘Cognito Forms Automations’. Click the ‘Create’ button to finalize your workflow setup and proceed to define the trigger and action for the integration.

3. Setting Up Trigger in Pabbly Connect

Now that your workflow is created, it’s time to set up the trigger. In the trigger application section, select Pabbly Connect and choose ‘Cognito Forms’ as your trigger application. For the trigger event, select ‘New Entry’. This will allow Pabbly Connect to capture new submissions from your Cognito Forms.

• Select ‘Cognito Forms’ as the trigger application.
• Choose the event ‘New Entry’.
• Copy the provided webhook URL.

After copying the webhook URL, navigate to your Cognito Forms settings. In the form settings, enable ‘Post JSON data to a website’ and paste the webhook URL into the designated field. Save the changes to establish the connection between Cognito Forms and Pabbly Connect.

4. Mapping Data to Notion in Pabbly Connect

With the trigger now set up, the next step is to configure the action that will send data to Notion. In the action application section, select Pabbly Connect and choose ‘Notion’ as your action application. For the action event, select ‘Create Database Item’.

When prompted, connect your Notion account by clicking on the ‘Connect’ button. Authorize Pabbly Connect to access your Notion data. After connecting, select the database where you want to create new entries, such as ‘New Leads Details’.

• Choose ‘Create Database Item’ as the action event.
• Select the appropriate database in Notion.
• Map the fields from Cognito Forms to Notion, including first name, last name, email, phone number, property type, and city.

Once the fields are mapped correctly, click on the ‘Save and Send Test Request’ button. This ensures that the data from the new Cognito Forms submission is successfully sent to your Notion database.

5. Finalizing the Integration Process with Pabbly Connect

After successfully mapping the data, check your Notion database to confirm that a new item has been created with the details from your test submission. You should see the first name, last name, email, phone number, property type, and city listed in the newly created entry.

This entire process demonstrates how Pabbly Connect automates the integration between Cognito Forms and Notion, eliminating manual data entry and streamlining your lead management process. With this setup, every new form submission automatically creates a corresponding entry in your Notion database.

Conclusion

In summary, this tutorial illustrates how to integrate Cognito Forms with Notion using Pabbly Connect. By automating the process, you can enhance your lead management efficiency and reduce manual errors. Start using Pabbly Connect to simplify your workflows today!