Integrating Cognitive Forms with Pabbly Connect for Email Marketing

Learn how to integrate Cognitive Forms with Pabbly Connect to automate subscriber creation in your email marketing tool. Follow our step-by-step guide for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Cognitive Forms with your email marketing tool, first access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Start by visiting the Pabbly Connect homepage and sign in or create a new account.

Once logged in, you will be directed to the dashboard where you can create workflows. Pabbly Connect enables you to connect various applications, ensuring that your processes run smoothly without manual intervention.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will then be prompted to name your workflow. For this integration, name it something like ‘Create Subscriber in P Email Marketing on Cognitive Form Submission’.

• Select a folder for your workflow or create a new one.
• Click on the ‘Create’ button to proceed.
• Familiarize yourself with the trigger and action principles of automation.

After creating your workflow, you will need to set up a trigger. In this case, the trigger application will be Cognitive Forms, which will initiate the workflow upon receiving a new form submission.

3. Setting Up the Trigger with Cognitive Forms

Now, let’s set up the trigger in Pabbly Connect. Select Cognitive Forms as your trigger application and choose the event ‘New Entry’. This means that whenever a new entry is submitted through your Cognitive Form, the workflow will be activated.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Cognitive Forms with Pabbly Connect. Navigate to your Cognitive Forms account and locate the form you want to connect. Paste the webhook URL into the designated field for posting JSON data to a website.

• Click on ‘Save’ and then ‘Publish’ your form.
• Ensure the webhook is correctly set up to receive data.
• Test the connection by submitting a form entry.

After completing these steps, your Pabbly Connect workflow will be ready to receive data from Cognitive Forms, ensuring that every submission triggers the next action.

4. Connecting P Email Marketing Tool in Pabbly Connect

In this section, we will connect Pabbly Connect to your P Email Marketing tool. After setting up the trigger, you will need to select the action application, which is P Email Marketing. Choose the action event ‘Add Subscriber’ to ensure that new entries from Cognitive Forms are automatically added to your email list.

To establish this connection, click on ‘Connect’ and provide your API token from the P Email Marketing account. This token can be accessed by navigating to the integration section within your email marketing tool. Copy and paste the token into the required field in Pabbly Connect.

Select the list where you want to add subscribers. Map the email and name fields from the Cognitive Forms submission. Test the connection to confirm successful integration.

Once you have completed these steps, your Pabbly Connect workflow will automatically add new subscribers to your email marketing list whenever a form submission occurs in Cognitive Forms.

5. Testing the Integration and Finalizing Setup

After setting up the integration with Pabbly Connect, it’s essential to test the entire workflow. Go back to your Cognitive Forms and submit a test entry. After submission, check your P Email Marketing tool to see if the new subscriber has been added successfully.

If the test is successful, you will see the new subscriber’s details reflected in your email marketing list. If there are any issues, revisit the workflow steps to ensure everything is configured correctly. Pabbly Connect facilitates this process by automating data transfer between Cognitive Forms and your email marketing tool.

Verify that the subscriber’s information is accurate. Ensure that the automation is functioning as intended. Monitor for any future submissions to confirm ongoing functionality.

With the successful testing of your integration, you can now rely on Pabbly Connect to automate the subscriber creation process, saving you time and ensuring that no leads are missed.

Conclusion

Integrating Cognitive Forms with Pabbly Connect allows for seamless automation of subscriber creation in your email marketing tool. This setup ensures that every new form submission is captured, enabling efficient communication and engagement with potential clients.