Automate HubSpot Contact Creation with Pabbly Connect and Cognito Forms

Learn how to automate HubSpot contact creation using Pabbly Connect with Cognito Forms. Follow our step-by-step guide 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. Overview of Pabbly Connect for Integration

Pabbly Connect is a powerful automation tool that simplifies the integration of various applications like CRM and Cognito Forms. In this tutorial, we will leverage Pabbly Connect to automatically create HubSpot contacts from new submissions in Cognito Forms.

By using Pabbly Connect, you can streamline your lead management process and ensure that no potential client is overlooked. This integration will save time and improve efficiency in your business operations.

2. Accessing Pabbly Connect and Creating a Workflow

To begin, navigate to the Pabbly Connect homepage. If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. using Pabbly Connect

Once logged in, you will see the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. Provide a name for your workflow, such as ‘Create HubSpot Contact on Cognito Form Submission,’ and select a folder for organization.

3. Setting Up the Trigger with Cognito Forms

In this section, we will set up the trigger for our workflow using Cognito Forms. Select Cognito Forms as your trigger application within Pabbly Connect. Choose the trigger event as ‘New Entry’ to capture new submissions automatically.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial for connecting Cognito Forms with Pabbly Connect. Copy this URL and navigate to your Cognito Forms account. In your form settings, find the option to post JSON data to a website and paste the webhook URL there.

• Select your form in Cognito Forms.
• Locate the option for posting JSON data to a website.
• Paste the copied webhook URL and save your settings.

After saving, you will have successfully set up the webhook, allowing Pabbly Connect to receive data from Cognito Forms.

4. Testing the Trigger and Receiving Data

Now that we have set up our trigger, it’s time to test it. Go back to your Cognito Forms and enter dummy data into the form fields. For example, input a first name, last name, email, address, city, ZIP code, and country. After filling out the form, submit it to generate a test entry.

Once submitted, return to Pabbly Connect and check if the webhook has received the data. You should see the details of the new entry displayed in the workflow. This confirms that your trigger is working correctly and is ready to send data to HubSpot.

5. Creating a HubSpot Contact from the Trigger Data

With the trigger successfully set up, we can now create a HubSpot contact based on the data received. In the action step of your workflow, select HubSpot CRM as your action application. Choose the action event as ‘Create Contact’ to automatically add the new lead to your HubSpot account.

To connect your HubSpot account, click on ‘Connect with HubSpot CRM’ and follow the prompts to authorize the connection. Once connected, you will need to map the fields from the Cognito Forms submission to the appropriate HubSpot contact fields.

• Map the first name, last name, and email from the submission to HubSpot fields.
• Ensure all required fields are filled correctly.
• Click on ‘Send Test Request’ to verify the integration.

After successfully sending the test request, you can check your HubSpot account to confirm that the new contact has been created. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the creation of HubSpot contacts using Pabbly Connect with Cognito Forms. By following the steps outlined, you can streamline your lead management process and improve efficiency in your business operations. Automating these tasks allows you to focus on growing your business without manual intervention.