Integrate Cognito Forms with Zoho Campaigns Using Pabbly Connect

Learn how to integrate Cognito Forms with Zoho Campaigns using Pabbly Connect to automate subscriber management seamlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with Zoho Campaigns, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ into your browser. If you are a new user, click on ‘Sign up for free’ to create an account, which provides you with 100 free tasks monthly.

After signing in, you will see the Pabbly Connect dashboard. Here, you can create and manage all your workflows. To initiate the integration process, click on the ‘Create Workflow’ button to set up a new workflow specifically for adding or updating Zoho Campaign subscribers based on Cognito form submissions.

2. Creating a Workflow in Pabbly Connect

In your new workflow, you will need to name it appropriately. For this integration, you can name it ‘Add or Update Zoho Campaign Subscriber on Cognito Form Submission’. Select the folder where you want to save this workflow. After naming, click on ‘Create’. This will set up the framework for your workflow. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow and select a folder.
• Click ‘Create’ to finalize the setup.

Now, you will see two sections: one for the trigger and another for the action. The trigger will be set to Cognito Forms, which will initiate the workflow when a new form submission occurs. The action will be set to Zoho Campaigns, where the subscriber will be added or updated automatically.

3. Connecting Cognito Forms to Pabbly Connect

The next step is to connect Cognito Forms with Pabbly Connect. Select Cognito Forms as your trigger application and choose ‘New Entry’ as the trigger event. You will receive a webhook URL from Pabbly Connect, which you need to use in your Cognito Forms account to establish the connection.

Go to your Cognito Forms account, select the form you wish to connect, and navigate to the settings where you can add a webhook URL. Paste the provided URL from Pabbly Connect into the webhook field. Ensure to toggle on the option to ‘Post JSON data to a website’ and click ‘Save’. This action will link your Cognito Forms to Pabbly Connect, enabling it to send submissions automatically.

4. Setting Up Zoho Campaigns in Pabbly Connect

After successfully connecting Cognito Forms, the next step involves setting up Zoho Campaigns as the action application in Pabbly Connect. Select Zoho Campaigns and choose ‘Add or Update Subscriber’ as the action event. You will need to connect your Zoho account by entering the domain associated with your Zoho account.

• Select Zoho Campaigns as the action application.
• Choose ‘Add or Update Subscriber’ as the action event.
• Connect your Zoho account by entering the domain.

Once connected, you will be prompted to map the fields from the form submission to the subscriber details in Zoho Campaigns. This includes the email address, first name, last name, and other relevant fields. It is crucial to use the mapping feature to ensure that new submissions are dynamically updated in your Zoho Campaigns list.

5. Testing the Integration

To finalize your integration, you need to test it. Submit a test entry through your Cognito form. After submission, return to Pabbly Connect to check if the webhook response is received successfully. If the connection is working, you will see the test data reflected in the Pabbly Connect dashboard.

Once confirmed, check your Zoho Campaigns account to ensure that the new subscriber has been added. You should receive a confirmation email, and upon clicking the confirmation link, the subscriber will be fully integrated into your Zoho Campaigns list.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In summary, this tutorial has guided you through the process of integrating Cognito Forms with Zoho Campaigns using Pabbly Connect. By following these steps, you can automate the addition and updating of subscribers in your Zoho Campaigns account seamlessly.