Integrating Cognito Forms with Zoho Campaigns Using Pabbly Connect

Learn how to automate adding or updating Zoho campaign subscribers using Cognito Forms through Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To begin integrating Cognito Forms with Zoho Campaigns, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows without coding skills. Start by visiting the Pabbly Connect website and signing into your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see options to create new workflows and manage existing ones. Click on the ‘Create Workflow’ button to initiate the setup process for your integration.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, it’s time to create a new workflow. Name your workflow something descriptive, such as ‘Add or Update Zoho Campaign Subscriber on Cognito Form Submission’. Select the appropriate folder for this workflow. using Pabbly Connect

• Select the folder where you want to save the workflow.
• Click ‘Create’ to proceed.

In this workflow, you will define a trigger and an action. The trigger will be set to Cognito Forms, and the action will be to add or update a subscriber in Zoho Campaigns. This setup ensures that every new form submission will automatically update your subscribers.

3. Setting Up Trigger and Action in Pabbly Connect

In the workflow interface, you will see options for configuring your trigger and action. For the trigger, select ‘Cognito Forms’ and then choose ‘New Entry’ as your trigger event. This means that whenever a new entry is submitted in your Cognito form, it will trigger the workflow.

Next, you need to connect your Cognito Forms account to Pabbly Connect. A webhook URL will be generated, which you will paste into your Cognito Forms settings. This URL acts as a bridge between your Cognito Forms and Pabbly Connect.

• Open your Cognito Forms account and navigate to the form you want to connect.
• Paste the webhook URL in the appropriate field and save the changes.

After saving, return to Pabbly Connect and test the connection by submitting a test entry in your Cognito form. If successful, you will see the response captured in Pabbly Connect.

4. Configuring Zoho Campaigns in Pabbly Connect

With the trigger set up, the next step is to configure the action in your workflow. Select ‘Zoho Campaigns’ as your action application, and choose the ‘Add or Update Subscriber’ action. This allows you to automatically add or update subscribers based on the data received from Cognito Forms.

To connect Zoho Campaigns to Pabbly Connect, you will need to provide your Zoho domain. After entering your domain, authorize the connection by clicking ‘Accept’. This step is crucial for allowing Pabbly Connect to access your Zoho Campaigns account.

Select the list in Zoho Campaigns where new subscribers should be added. Use mapping to automatically fill in subscriber details from the Cognito form submission.

Finally, click on ‘Save and Send Test Request’ to verify if the integration works as expected. If successful, a confirmation email will be sent to the new subscriber.

5. Testing and Confirming the Integration

After configuring both the trigger and action, it’s essential to test the integration thoroughly. Submit another entry through your Cognito form to ensure that the data flows correctly into Zoho Campaigns. Check the response in Pabbly Connect to confirm that the subscriber is added successfully.

Once you receive a positive response, navigate to your Zoho Campaigns account. Refresh the contacts list to see if the new subscriber has been added. You should also receive a confirmation email, which the subscriber needs to confirm their subscription.

If everything works correctly, you have successfully integrated Cognito Forms with Zoho Campaigns using Pabbly Connect. This automation saves time and ensures that your subscriber list is always up to date.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with Zoho Campaigns using Pabbly Connect. This process allows for automatic subscriber updates, enhancing your marketing efforts efficiently. With Pabbly Connect, you can streamline your workflows and save valuable time.