Integrate Salesforce with Cognito Forms Using Pabbly Connect

Learn how to instantly create Salesforce leads from new Cognito Forms entries using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin integrating Salesforce with Cognito Forms, first access Pabbly Connect. Open your browser and type Pabbly.com, then hit enter. This will take you to the Pabbly homepage where you can find the products offered.

Navigate to the products menu and select ‘Connect’. Click on the sign-in button to access your account. If you don’t have an account yet, you can create a free account in just two minutes. Pabbly Connect allows you to set up this integration without any coding skills.

2. Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, locate the ‘Create Workflow’ button on the top right corner of the dashboard. Click it to open a dialog box, prompting you to name your workflow. Enter a name such as ‘Cognito Forms to Salesforce’ and click on the ‘Create’ button.

After creating the workflow, a trigger window appears. Here, choose ‘Cognito Forms’ as your app. For the trigger event, select ‘New Entry’. This event will trigger the integration every time a new entry is made in your Cognito Forms.

3. Set Up Cognito Forms for Pabbly Connect

Next, you need to set up your Cognito Forms to work with Pabbly Connect. Go to your Cognito Forms dashboard and select the form you want to integrate, such as the ‘Salesforce Lead’ form. Click on the ‘Build’ button to access the form settings.

In the form settings, find the ‘Submission Settings’ option. Click it, and then enable the option to ‘Post JSON data to a website’. Here, you will paste the webhook URL provided by Pabbly Connect. This URL is crucial as it allows Cognito Forms to send data to Pabbly Connect whenever a new entry is submitted.

• Copy the webhook URL from Pabbly Connect.
• Paste it in the submission settings of your Cognito Forms.
• Click on ‘Publish’ to save your changes.

After saving, click on ‘Capture Webhook Response’ in Pabbly Connect to start receiving data from Cognito Forms. This ensures that data is captured whenever a new entry is made.

4. Test the Integration with Sample Data

With your setup complete, it’s time to test the integration. Open the link to your Cognito Form in a new tab and fill it out with sample data. For instance, enter a name like ‘Roger Nadal’, an email, and other relevant details. After filling out the form, click on the submit button.

Now, go back to Pabbly Connect and check if the data has been captured. You should see the details of the new entry displayed in the webhook response. This indicates that the integration is functioning correctly and that data is flowing from Cognito Forms to Pabbly Connect.

5. Create a Lead in Salesforce from Cognito Forms Data

The final step is to create a lead in Salesforce using the data captured from Cognito Forms through Pabbly Connect. Click on the plus button in Pabbly Connect to add an action step. In the action window, choose ‘Salesforce’ as the app and select the action event ‘Create Lead’.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Connect with Salesforce’. You will need to authorize Pabbly Connect to access your Salesforce account. Once authorized, you will see fields where you can map the data from Cognito Forms to Salesforce fields.

• Map the first name and last name from Cognito Forms to the corresponding fields in Salesforce.
• Enter the email address and company name.
• Click on ‘Save and Send Test Request’ to create the lead.

After saving, check your Salesforce account to confirm that the lead has been created successfully. You should see the new lead entry reflecting the information submitted from Cognito Forms.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Cognito Forms with Salesforce, allowing you to instantly create leads from new entries. This integration simplifies data management and enhances workflow efficiency.