How to Create Flowlu Contact on Cognito Forms Submission Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Cognito Forms submissions using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Cognito Forms Integration

In this tutorial, we will explore how Pabbly Connect can automate the process of creating Flowlu contacts from Cognito Forms submissions. Using this integration, you can streamline your lead management without any coding skills.

First, you will need to create a free account on Pabbly Connect. Once you are logged in, you can set up workflows that connect Cognito Forms with Flowlu, ensuring that every submission is captured as a new contact in your CRM.

2. Setting Up Pabbly Connect to Capture Cognito Forms Submissions

To begin, navigate to the Pabbly Connect dashboard after logging in. Here, you will create a new workflow specifically for capturing submissions from Cognito Forms.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Create Flowlu Contact on Cognito Form Submission’).
• Select a folder for organization.

After creating the workflow, you will need to set Cognito Forms as the trigger application. Select ‘New Entry’ as the trigger event to capture submissions effectively. This step ensures that every time a form is submitted, Pabbly Connect will trigger the workflow.

3. Configuring Cognito Forms for Pabbly Connect Integration

Next, you need to configure your Cognito Forms to send submission data to Pabbly Connect. This involves adding a webhook URL provided by Pabbly Connect into your Cognito Forms settings.

To do this, go to the ‘Build’ section of your form, and toggle on the option to post JSON data to a website. Paste the webhook URL you copied from Pabbly Connect into the designated field. Save your changes to finalize the integration.

4. Testing the Integration Between Cognito Forms and Flowlu

After configuring Cognito Forms, it’s time to test the integration. You will need to submit a test entry through your Cognito Forms to ensure that the data is captured correctly by Pabbly Connect.

• Fill out the test form with dummy data.
• Submit the form.
• Check Pabbly Connect for the captured response.

Upon successful submission, you should see the response data in Pabbly Connect. This confirms that the integration is functioning as expected and that the lead details are being captured.

5. Creating a Flowlu Contact from Cognito Forms Submission

With the test submission successful, the final step is to set up the action in Pabbly Connect to create a contact in Flowlu. Select Flowlu as your action application and choose the ‘Create CRM Account’ action event.

Connect to your Flowlu account by entering your API key and account URL, which you can find in your Flowlu profile settings. Map the fields from the Cognito Forms submission to the appropriate fields in Flowlu, such as first name, last name, email, and service description.

Finally, save and send the test request to ensure that the contact is created in Flowlu. Check your Flowlu account to confirm that the new contact appears successfully, indicating that the integration is complete.

Conclusion

In this tutorial, we explored how to automate the creation of Flowlu contacts from Cognito Forms submissions using Pabbly Connect. This integration streamlines your lead management process, making it efficient and hassle-free.