Integrate Cognito Forms with Pabbly Connect and PipeDrive: A Step-by-Step Guide

Learn how to automate lead management by integrating Cognito Forms with PipeDrive using Pabbly Connect. Follow our detailed tutorial for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform enables you to automate tasks between different applications seamlessly. If you’re a new user, you can sign up for free and get 100 tasks every month.

Once you have signed into your Pabbly Connect account, you will see a dashboard with all available applications. From here, you can easily select the applications you want to integrate, which in this case are Cognito Forms and PipeDrive.

2. Creating a Workflow in Pabbly Connect

To create an automation workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, name it ‘Create PipeDrive Person on Cognito Form Submission’. using Pabbly Connect

• Enter the workflow name.
• Choose a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will see two sections: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens as a result. Set the Trigger to Cognito Forms and the Action to PipeDrive.

3. Setting Up the Trigger with Cognito Forms

In the Trigger section, select Cognito Forms as the application and choose ‘New Entry’ as the trigger event. This will allow Pabbly Connect to capture new entries from your forms automatically. A unique webhook URL will be generated for you.

Next, log into your Cognito Forms account and navigate to the form settings. Enable the ‘Post JSON Data to Website’ option and paste the webhook URL provided by Pabbly Connect into the appropriate field. Don’t forget to save your changes.

4. Testing the Integration with Pabbly Connect

After setting up the webhook in Cognito Forms, it’s time to test the integration. Perform a test form submission to ensure that Pabbly Connect captures the response correctly. Fill out the form with sample data and submit it.

• Enter a name, email, and other required details in the form.
• Click the ‘Submit’ button to send the data.
• Check your Pabbly Connect workflow to see if the response appears.

If the test submission is successful, you will see the captured response in your Pabbly Connect dashboard, indicating that the trigger is set up correctly.

5. Creating the Action in PipeDrive

Now that the trigger is set up, it’s time to configure the action. In the Action section, select PipeDrive as the application and choose ‘Create Person’ as the action event. This will add the lead captured from Cognito Forms to your PipeDrive account.

To connect PipeDrive with Pabbly Connect, you will need your API token. Log into your PipeDrive account, navigate to your personal preferences, and find the API section to copy your API token. Paste this token into Pabbly Connect to establish the connection.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with PipeDrive using Pabbly Connect. This automation streamlines the process of managing leads efficiently. By following these steps, you can enhance your workflow and save valuable time.