Integrating Cognito Forms and Flow with Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Flow contacts from Cognito Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Cognito Forms with Flow, you need to access Pabbly Connect. Simply type in the URL Pabbly.com/connect in your browser to reach the platform.

Upon landing on the homepage, you will find options to sign in or sign up for free. If you are a new user, click on the Sign up for free button to create an account. Existing users can sign in to access their dashboard.

2. Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the Create Workflow button on your dashboard to begin.

A dialog box will appear prompting you to name your workflow. Enter a name like Create Flow Contacts on Cognito Form Submission and select a relevant folder for organization. Then, click on Create to proceed.

• Access your Pabbly Connect dashboard.
• Click on the Create Workflow button.
• Name your workflow and select a folder.

This will lead you to a blank workflow that requires you to set up a trigger and an action, which are essential for automating the process.

3. Set Up the Trigger for Cognito Forms

The trigger in Pabbly Connect will be the Cognito Forms submission. To set this up, select Cognito Forms as your trigger application.

Next, choose the trigger event New Entry, which captures responses whenever a new form is submitted. After selecting this, you will receive a webhook URL that needs to be copied and inserted into your Cognito Forms settings.

• Select Cognito Forms as the trigger application.
• Choose the New Entry trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your Cognito Forms account and paste the copied webhook URL into the form settings under the Post Form Data to a Website option. This step connects Cognito Forms to Pabbly Connect.

4. Capture the Response in Pabbly Connect

After setting the webhook in Cognito Forms, it’s time to test the integration by submitting a test entry. Go back to your form and fill it out with dummy data, then submit it.

Once submitted, return to Pabbly Connect and check if the response has been captured successfully. You should see the details of the form submission, confirming that the connection is working.

Submit a test entry in your Cognito Form. Return to Pabbly Connect to check for the captured response. Verify that all details are correctly received.

With the response successfully captured, you can now proceed to set up the action that will add this information to Flow.

5. Set Up the Action to Create Contacts in Flow

The final step is to set up the action in Pabbly Connect that will create a new contact in Flow. Choose Flow as your action application and select the action event Create CRM Account.

To establish the connection, click on Add New Connection and enter your Flow API key and account URL. These can be found in your Flow account settings under the API section.

Select Flow as the action application. Choose Create CRM Account as the action event. Enter your Flow API key and account URL.

After mapping the necessary fields such as first name, last name, and email from the captured response, save and send a test request. This will create a new contact in Flow based on the details submitted in the Cognito Form.

Conclusion

This tutorial demonstrates how to effectively integrate Cognito Forms with Flow using Pabbly Connect. By following these steps, you can automate the process of adding new contacts based on form submissions, enhancing your lead management capabilities.

Utilizing Pabbly Connect streamlines your workflow and ensures that no lead is missed, allowing you to focus on converting inquiries into customers. Start automating your processes today for better efficiency!