Integrate Cognito Forms with Salesforce CRM Using Pabbly Connect

Learn how to automate lead creation in Salesforce CRM from Cognito Forms submissions using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin the integration process, first access Pabbly Connect by typing its URL in your browser. Once on the homepage, you will see options to either sign in or sign up for free. Existing users can log in, while new users can create an account in just two minutes.

Once logged in, you will be directed to the dashboard of Pabbly Connect. This dashboard displays all your workflows. To create a new workflow, click on the ‘Create Workflow’ option. You will be prompted to name your workflow and select the appropriate folder for organization.

2. Set Up Trigger with Cognito Forms in Pabbly Connect

In this step, we will set up the trigger for our workflow using Cognito Forms. Select Cognito Forms as the trigger application and choose ‘New Entry’ as the trigger event. This event will initiate the workflow whenever a new form submission is made.

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

Now, log into your Cognito Forms account and navigate to the settings of your specific form. In the settings, enable the option to post data to a website and paste the webhook URL from Pabbly Connect into the designated field. Save the settings to establish the connection.

3. Test the Trigger with a Sample Submission

After setting up the trigger, it’s essential to test it by making a sample submission through your Cognito form. Open the form link and fill in the required details, such as name, email, and inquiry type. After submitting the form, check Pabbly Connect to see if the response has been captured successfully.

Upon submission, Pabbly Connect should reflect the details of the lead. This confirmation indicates that the connection between Cognito Forms and Pabbly Connect is functioning correctly. You can now move on to the action step of adding this lead to Salesforce.

4. Add Leads to Salesforce CRM via Pabbly Connect

In this step, we will set up the action to create a new lead in Salesforce CRM using the data captured from Cognito Forms. Select Salesforce as the action application and choose ‘Create Record’ as the action event.

To connect Salesforce with Pabbly Connect, you need to authorize the connection. Click on the ‘Connect’ button and allow access to your Salesforce account. Once connected, select the Salesforce object as ‘Lead’ and map the fields from the previous step’s response to the corresponding fields in Salesforce.

• Map the first name and last name from Cognito Forms to Salesforce fields.
• Include the phone number and email in the respective fields.
• Add a description based on the inquiry type from the form submission.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to finalize the action. If successful, the new lead will be created in Salesforce, confirming that Pabbly Connect has automated the integration process effectively.

5. Perform Real-Time Testing of the Integration

To ensure everything is functioning as expected, conduct a real-time test by submitting another entry through the Cognito form. Fill out the form with new details and submit it. After submission, check your Salesforce account to see if the new lead has been created.

If the lead appears in Salesforce with the correct details, this indicates that the integration between Cognito Forms and Salesforce via Pabbly Connect is working seamlessly. This automation allows you to manage leads efficiently without manual entry, saving you time and effort.

Conclusion

By using Pabbly Connect, you can easily automate the process of creating Salesforce leads from Cognito Forms submissions. This integration streamlines lead management and enhances efficiency for your business operations.