Integrating Cognitive Forms with Pabbly Connect for Email Marketing Automation

Learn how to automate email marketing by integrating Cognitive Forms with Pabbly Connect. Step-by-step guide to streamline your workflow. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating Cognitive Forms with Pabbly Connect, first, access Pabbly Connect by visiting its homepage. Here, you can sign up for a free account or log in if you are an existing user. This platform allows seamless integration of various applications, making your workflow more efficient.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is the initial step to set up your automation process for adding subscribers to your email marketing tool.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow tailored for your needs. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow appropriately, such as ‘Create Subscriber in P Email Marketing on Cognitive Form Submission.’ This name will help you identify the workflow easily later on.

In this section, you will also select a folder to save your workflow. Folders help in organizing your workflows within Pabbly Connect. You can create multiple folders as per your requirement. Once you have set the name and folder, click on the ‘Create’ button to proceed.

• Click on ‘Create Workflow’.
• Enter a descriptive name for your workflow.
• Select a folder for organization.
• Click ‘Create’ to finalize your workflow setup.

With your workflow created, you are now ready to set up the trigger that will initiate the automation process.

Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger using Pabbly Connect. For this integration, select ‘Cognitive Forms’ as your trigger application. This means that whenever a new entry is submitted through your Cognitive Form, the trigger will activate.

Choose the trigger event as ‘New Entry’. This selection ensures that Pabbly Connect captures every new form submission. After selecting the event, you will receive a webhook URL. This URL is crucial as it will connect your Cognitive Forms with Pabbly Connect.

• Select ‘Cognitive Forms’ as the trigger application.
• Choose the trigger event as ‘New Entry’.
• Copy the provided webhook URL for the next steps.

Now, move to your Cognitive Forms account to set up the webhook URL, allowing the integration to function correctly.

Configuring Cognitive Forms with Pabbly Connect

In this section, you will configure your Cognitive Forms to connect with Pabbly Connect. Log into your Cognitive Forms account and navigate to the specific form you want to integrate. Click on the ‘Post JSON Data to a Website’ option in the left sidebar.

Here, paste the webhook URL you copied from Pabbly Connect into the designated field. After entering the URL, save your changes and publish the form. This step is essential as it enables your Cognitive Forms to send data to Pabbly Connect whenever a new entry is submitted.

Navigate to your form settings in Cognitive Forms. Select ‘Post JSON Data to a Website’. Paste the webhook URL and save your changes.

Now that your Cognitive Forms are configured, you can test the setup by submitting a test entry, which will help verify that the integration works correctly.

Adding Subscribers in P Email Marketing

After successfully setting up the trigger, the final step is to add subscribers into your P Email Marketing tool using Pabbly Connect. For the action application, select ‘P Email Marketing’. This application is essential for managing your email campaigns and subscribers efficiently.

Choose the action event as ‘Add Subscriber’. This means that whenever a new entry is captured from your Cognitive Forms, that person will be automatically added as a subscriber to your email marketing list. To connect your P Email Marketing account, you will need to enter your API token.

Select ‘P Email Marketing’ as the action application. Choose the action event as ‘Add Subscriber’. Enter your API token to establish the connection.

Once the connection is established, map the data fields from the Cognitive Forms submission to the corresponding fields in your P Email Marketing tool. This mapping ensures that the correct information is sent and stored.

Conclusion

This tutorial demonstrates how to effectively integrate Cognitive Forms with Pabbly Connect to automate the process of adding subscribers to your P Email Marketing tool. By following these steps, you can streamline your workflow and ensure that no potential client is missed in your email campaigns.