Automate Lead Creation with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead creation from Cognito Forms to Lead Squ using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead creation, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect, where you will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get started. Existing users can simply sign in to access their dashboard. After signing in, navigate to the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

Once you are in your Pabbly Connect dashboard, click on ‘Create Workflow’. You will be prompted to name your workflow and choose a folder for it. For this tutorial, name your workflow something descriptive like ‘Cognito Forms to Lead Squ Automation’. using Pabbly Connect

• Click on ‘Create’ to proceed to the workflow window.
• This window will allow you to set up a trigger and action for your integration.

In this step, you will select your trigger application as Cognito Forms. This is the application that will initiate the workflow whenever a new form submission occurs.

3. Setting Up the Trigger for Cognito Forms

Select Cognito Forms as your trigger application. You will then need to choose the trigger event, which is ‘New Form Submission’. This event will start the workflow every time a new entry is submitted in your form.

Upon selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Cognito Forms with your Pabbly Connect workflow.

• Log into your Cognito Forms account.
• Open the specific form where you want to capture submissions.
• Enable the option to ‘Post JSON data to a website’ and paste the copied webhook URL.
• Click ‘Save’ to finalize the setup.

Now, your Cognito Forms account is successfully connected to Pabbly Connect, and it is waiting for a submission to trigger the workflow.

4. Setting Up the Action in Lead Squ

After successfully setting up the trigger, it’s time to configure the action in Lead Squ. Select Lead Squ as the action application and choose the action event as ‘Create or Update Lead’. This will allow new leads to be created automatically based on the submissions from Cognito Forms. using Pabbly Connect

You will need to connect your Lead Squ account to Pabbly Connect. Click on ‘Add New Connection’ and enter your Access Key, Secret Key, and API Host as prompted. You can find these details in your Lead Squ account settings under API and Webhooks.

Copy the Access Key and paste it into Pabbly Connect. Copy the Secret Key and paste it as well. Finally, copy the API Host and paste it into the required field.

Click ‘Save’ to establish the connection. Once connected, you can map the lead details from the trigger response to the action fields, ensuring that every new lead is created with the correct information.

5. Testing the Integration with Pabbly Connect

To ensure everything is working correctly, perform a test submission in Cognito Forms. Fill out the form with sample data and submit it. This action will trigger the workflow in Pabbly Connect.

After submitting the form, check your Lead Squ account to confirm that a new lead has been created with the submitted details. This will validate that your integration is functioning as intended.

Open your Lead Squ account and navigate to the leads section. Verify that the new lead appears with the correct information from the form submission. Repeat the test with different data to ensure consistency.

Once confirmed, your automation is complete, and you can now automate lead management without manual effort, thanks to Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate lead creation from Cognito Forms to Lead Squ using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.