Integrate Cognito Forms with HubSpot Using Pabbly Connect

Learn how to collect leads from Cognito Forms and automatically add them to HubSpot using Pabbly Connect. Step-by-step tutorial 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 start integrating Cognito Forms with HubSpot, you first need to access Pabbly Connect. Open your web browser and go to the Pabbly Connect website. If you don’t have an account, you can easily sign up for free, which takes just a couple of minutes.

Once logged in, you will see the dashboard with various options. To create a new automation, click on the ‘Create Workflow’ button. This is where you will set up the integration between Cognito Forms and HubSpot using Pabbly Connect.

2. Setting Up Cognito Forms with Pabbly Connect

In this section, you will set up Cognito Forms as your trigger application. First, select Cognito Forms from the list of applications in Pabbly Connect.

• Choose the trigger event, which is ‘New Entry’.
• Connect your Cognito Forms account by providing the API key.
• Select the specific form you want to use for capturing leads.

After setting up the trigger, test the connection to ensure that Pabbly Connect can successfully communicate with Cognito Forms. Once verified, you can proceed to the next step of adding HubSpot as the action application.

3. Adding HubSpot as the Action Application

Next, you will add HubSpot as the action application in Pabbly Connect. Select HubSpot from the application list and choose the action event, which is ‘Create Contact’. This action will allow you to automatically add new leads captured from Cognito Forms directly into HubSpot.

Now, connect your HubSpot account by entering the necessary credentials. Once connected, you will need to map the fields from Cognito Forms to HubSpot. This includes:

• First Name
• Last Name
• Email Address

After mapping the fields, test the action to confirm that new leads from Cognito Forms are being added to HubSpot successfully through Pabbly Connect.

4. Testing and Activating Your Integration

Once the mapping is complete, it is crucial to test the entire workflow in Pabbly Connect. This ensures that the integration works flawlessly. Click on the ‘Test’ button to simulate a form submission from Cognito Forms and check if the data is correctly sent to HubSpot.

If the test is successful, you can activate your workflow. Simply toggle the switch to ‘On’ in Pabbly Connect. This will ensure that every new entry in Cognito Forms will automatically create a contact in HubSpot without any manual intervention.

5. Conclusion: Seamless Integration with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Cognito Forms with HubSpot allows for a seamless lead collection process. By following the steps outlined, you can automate the addition of new leads into your HubSpot CRM, enhancing your marketing efforts.

With this integration, you can efficiently manage your leads and improve your overall productivity. Start utilizing Pabbly Connect today to automate your workflows and enhance your business operations.