Integrate Cognito Forms with Flowlu CRM Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms submissions into Flowlu CRM as contacts using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Cognito Forms submissions with Flowlu CRM, start by accessing Pabbly Connect. Go to your web browser and type in Pabbly.com/connect. This will redirect you to the Pabbly Connect login page.

If you already have an account, simply sign in. If not, you can create a free account, which offers 100 free tasks every month. Once logged in, navigate to the dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the Create Workflow button. Name your workflow something descriptive, like ‘Cognito Forms to Flowlu’. This name will help you identify the workflow later.

• Click on the trigger window and select ‘Cognito Forms’ from the list of applications.
• Choose the trigger event as ‘New Entry’ to capture new submissions.
• Copy the generated webhook URL for later use.

With the webhook URL copied, you are now ready to connect it to your Cognito Forms account, which will allow Pabbly Connect to receive form submissions.

3. Setting Up Cognito Forms to Send Data to Pabbly Connect

Next, navigate to your Cognito Forms account and open the form you want to use. Go to the Submission Settings and look for the option to post JSON data to your website. Make sure this option is enabled.

• Paste the webhook URL you copied from Pabbly Connect into the designated field.
• Save the changes and publish your form.

Now, when a new submission occurs in Cognito Forms, the data will be sent to Pabbly Connect, where it will be processed for integration with Flowlu CRM.

4. Configuring Flowlu CRM Integration in Pabbly Connect

After setting up Cognito Forms, return to Pabbly Connect to set the action step. Click on the action window and select ‘Flowlu’ as the application. Choose the action event as ‘Create CRM Account Contact’.

To connect your Flowlu account, you will need to enter your API key and account URL. You can find these by logging into your Flowlu account, going to Settings, and then API Settings. Copy the API key and account URL, and paste them into the respective fields in Pabbly Connect.

5. Mapping Data and Testing the Integration

Once your Flowlu account is connected, you will need to map the fields from the Cognito Forms submission to the appropriate fields in Flowlu. For instance, map the first name, email, and phone number from the form submission to the corresponding fields in Flowlu.

Fill in the required fields based on the data received from Cognito Forms. Click on Save and Send Test Request to verify if the integration works as expected.

After testing, you should see the new contact created in your Flowlu CRM. Refresh your contacts list to confirm the new entry. This setup ensures that every new submission in Cognito Forms creates a contact in Flowlu automatically, streamlining your workflow.

Conclusion

Integrating Cognito Forms submissions into Flowlu CRM using Pabbly Connect allows for efficient contact management. With this automation, you can effortlessly keep your CRM updated with new leads from form submissions, enhancing productivity.