Integrating Cognito Forms with Apollo.io Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Apollo.io contacts from Cognito Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This platform enables seamless automation between various applications, including Cognito Forms and Apollo.io. Start by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free, which provides you with 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard where you can create and manage your workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow that connects Cognito Forms with Apollo.io using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Create Apollo.io Contact on Cognito Form Submission’.

• Choose the folder where you want to save this workflow.
• Select ‘Cognito Forms’ as the trigger application.
• Set the trigger event as ‘New Entry’.

After setting up the trigger, you will be prompted to connect Cognito Forms with Pabbly Connect using a webhook URL. This URL acts as a bridge for data transfer between the two applications.

3. Setting Up Cognito Forms to Send Data

Next, you need to configure your Cognito Forms to send data to Pabbly Connect. Open your Cognito Forms account and locate the form you want to use. Enable the ‘Post JSON data to a website’ option and enter the webhook URL provided by Pabbly Connect.

• Remove any existing webhook URL if present.
• Paste the new webhook URL into the designated field.
• Save your changes to ensure the configuration is effective.

Once saved, conduct a test submission in your Cognito Forms. This action will trigger the webhook and send data to Pabbly Connect, allowing you to verify that the integration is functioning correctly.

4. Creating a Contact in Apollo.io Using Pabbly Connect

With the webhook successfully set up, the next step is to create a contact in Apollo.io when a form submission occurs. In Pabbly Connect, select Apollo.io as your action application and choose the action event as ‘Create Contact’.

To connect Apollo.io, you will need an API key. Retrieve this key from your Apollo.io account, create a new key if necessary, and paste it into the connection setup in Pabbly Connect. This step ensures that your integration is secure and functional.

5. Testing the Integration for Successful Automation

After setting up the contact creation process, it’s crucial to test the integration. Perform another submission in your Cognito Forms to check if the contact is created in Apollo.io. You should see the contact details reflected in your Apollo.io account shortly after submission.

This test confirms that the workflow is working as intended, with Pabbly Connect effectively automating the process between Cognito Forms and Apollo.io. By following these steps, you can streamline your lead generation efforts and save time.

Conclusion

In this tutorial, we’ve demonstrated how to integrate Cognito Forms with Apollo.io using Pabbly Connect. By automating the contact creation process, you can enhance your marketing efficiency and reduce manual tasks. Enjoy the benefits of seamless integration!