Automate Mailchimp Member Creation Using Pabbly Connect and Cognito Forms

Learn how to automate Mailchimp member creation from Cognito Forms submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your Mailchimp member creation using Pabbly Connect, first, visit the Pabbly Connect website. Here, you can sign in to your existing account or create a new one for free, allowing you to utilize 100 free tasks each month. using Pabbly Connect

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Access Now’ button to enter the Pabbly Connect workspace, where you will begin creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to connect Cognito Forms and Mailchimp using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create Mailchimp Member on Cognito Form Submission’.
• Select a folder to save your workflow. Choose an appropriate folder like ‘Cognito Forms Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Your new workflow will now be displayed, showing two main sections labeled ‘Trigger’ and ‘Action’. The trigger will capture data from Cognito Forms, while the action will send this data to Mailchimp.

3. Setting Up the Trigger with Cognito Forms

To set up the trigger in Pabbly Connect, select Cognito Forms as your trigger application. This will allow you to capture new form submissions automatically.

• Choose the trigger event as ‘New Entry’ to activate whenever a new submission is made.
• Pabbly Connect will generate a unique webhook URL for you to link with your Cognito Forms.

Copy this webhook URL and navigate to your Cognito Forms settings. Here, enable the option to ‘Post JSON Data to a Website’ and paste the webhook URL into the designated field. Save your changes to link Cognito Forms with Pabbly Connect.

4. Testing the Setup to Ensure Data Capture

After configuring the trigger, it is crucial to test the setup to verify that Pabbly Connect is capturing the data correctly. Perform a test submission using your Cognito Forms link.

Fill out the form with sample data, including first name, last name, email, phone number, and property type. Submit the form and check your Pabbly Connect workflow to see if the response was captured.

If the test submission was successful, you will see the captured data reflected in your workflow, confirming that Cognito Forms is properly integrated with Pabbly Connect.

5. Setting Up the Action to Add a Member in Mailchimp

Now that your trigger is set up, it’s time to configure the action step to add a new member to your Mailchimp account. Select Mailchimp as your action application in Pabbly Connect.

Choose the action event as ‘Add New Member with Custom Fields’. You will need to connect your Mailchimp account by entering your API key and data center information. This information can be found in your Mailchimp account under ‘Profile’ and then ‘Extras’.

Once connected, map the fields from the Cognito Forms submission to the corresponding fields in Mailchimp. This includes the email address, first name, last name, and any other relevant details. After mapping, click on the ‘Save and Send Test Request’ button to finalize the setup.

Upon successful completion, you will see a confirmation response in Pabbly Connect, indicating that the new member has been added to your Mailchimp list. This confirms that your automation is now fully functional, allowing you to efficiently manage your leads with Pabbly Connect.

Conclusion

In this tutorial, you learned how to automate Mailchimp member creation using Pabbly Connect and Cognito Forms. By following these steps, you can streamline your lead management process, ensuring timely communication with potential clients.