How to Create or Update Keap Contact on Cognito Forms Submission Using Pabbly Connect

Learn how to automate the creation or updating of Keap contacts with Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update Keap contacts through Cognito Forms submissions, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to create an account, which only takes 2 minutes. Existing users should click on ‘Sign in’ to log into their accounts and access the dashboard.

2. Creating a Workflow in Pabbly Connect

After signing into your account, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow.

• Name the workflow as ‘Create or Update Keap Contact on Cognito Form Submission’
• Select the appropriate folder for your workflow
• Click on ‘Create’ to proceed

Once created, you will see a blank workflow interface with two main sections: Trigger and Action. The Trigger section is where you will select Cognito Forms as your trigger application, while the Action section will involve selecting Keap as your action application.

3. Setting Up Cognito Forms as Trigger

The next step is to set up Cognito Forms in the Trigger section of Pabbly Connect. Select Cognito Forms as your trigger application and choose the ‘New Entry’ trigger event. This event will initiate the workflow each time a new form submission occurs.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your Cognito Forms to Pabbly Connect. Next, go to your Cognito Forms account and select the form you wish to connect. In the settings, enable the option to post data to a website and paste the copied webhook URL into the endpoint field.

4. Testing the Integration with Test Submissions

After setting up the webhook, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. Fill in the required fields such as name, email, phone number, and city. Once you submit the form, return to Pabbly Connect to check if the response has been captured successfully.

If the response shows all the details correctly, the connection between Cognito Forms and Pabbly Connect is successful. The next step is to set up the action in your workflow, which will involve adding or updating the contact in Keap.

5. Configuring Keap Action to Create or Update Contact

In the Action section of Pabbly Connect, select Keap as the application and choose the ‘Create or Update Contact’ action event. Click on ‘Connect’ to establish a connection between Keap and Pabbly Connect. If prompted, allow Pabbly Connect access to your Keap account.

After successful authorization, you will need to map the fields from the Cognito Forms submission to the respective fields in Keap. For example, map the email, first name, last name, city, and phone number. Click on ‘Save and Send Test Request’ to finalize the setup. Check your Keap account to confirm that the new contact has been created or updated successfully.

Conclusion

Integrating Cognito Forms with Keap using Pabbly Connect allows businesses to automate lead management efficiently. This step-by-step guide ensures that every form submission results in immediate contact creation or updating in Keap, streamlining your CRM processes.