Automate HubSpot Contacts with Pabbly Connect and Cognito Forms

Learn how to automate the creation of HubSpot contacts using Pabbly Connect and Cognito Forms in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the creation of HubSpot contacts, you need to access Pabbly Connect. This platform allows seamless integration between different applications, specifically Cognito Forms and HubSpot CRM.

Visit the Pabbly Connect homepage at the URL provided. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users can simply click ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Create HubSpot Contact on Cognito Form Submission’.
• Select a folder to save your workflow, such as ‘Automations’.

Once you create the workflow, you will see options for setting up triggers and actions. This is where you will define what happens when a new lead is submitted through Cognito Forms.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. Select ‘Cognito Forms’ as your trigger application since this is where you will receive new leads.

Choose the trigger event as ‘New Entry’. This means that every time a new form submission occurs in Cognito Forms, Pabbly Connect will automatically capture the response.

• Copy the webhook URL generated by Pabbly Connect.
• Log in to your Cognito Forms account and select the form you want to integrate.
• Paste the webhook URL in the ‘Post JSON Data to a Website’ section of your form settings.

After saving the settings, your Cognito Forms will be connected with Pabbly Connect, ready to send data to HubSpot.

4. Mapping Data to HubSpot in Pabbly Connect

Now that the trigger is set, you need to define the action that occurs in HubSpot when a new entry is received. Choose ‘HubSpot CRM’ as your action application.

Select the action event as ‘Create Contact’. This will ensure that every new lead from Cognito Forms is added as a new contact in your HubSpot account. You will need to connect your HubSpot account to Pabbly Connect for this step.

Click on ‘Connect with HubSpot CRM’. Authorize the connection by selecting your HubSpot account. Map the fields from Cognito Forms to HubSpot, such as first name, last name, email, and phone number.

By mapping these fields, Pabbly Connect ensures that all relevant data is transferred seamlessly into HubSpot.

5. Testing the Integration in Pabbly Connect

After setting up everything, it’s time to test your integration. Go back to your Cognito Forms and submit a test entry with dummy data.

Once the submission is successful, check your HubSpot account to verify if the contact has been created. You should see the new contact reflecting the data you submitted.

With this, you have successfully automated the process of creating HubSpot contacts using Pabbly Connect and Cognito Forms. This integration helps streamline your lead management, allowing you to focus on growing your business.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of HubSpot contacts from Cognito Forms submissions. This integration simplifies lead management and enhances your marketing efforts effectively.