Integrate Cognito Forms with Mailercloud Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Mailercloud using Pabbly Connect to automate lead collection efficiently. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Cognito Forms and Mailercloud Integration

In this tutorial, we will learn how to use Pabbly Connect to collect leads from Cognito Forms and automatically add them to your Mailercloud account. This integration helps streamline your lead collection process, allowing you to manage customer data efficiently.

Both Cognito Forms and Mailercloud serve specific purposes: Cognito Forms is a form-building software, while Mailercloud is an email marketing platform. By integrating these two applications using Pabbly Connect, you can ensure that every form submission translates into a new contact in your email marketing list.

2. Accessing Pabbly Connect to Start the Integration

To initiate the integration, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly website by typing ‘Pabbly.com’. From there, go to the Products section and click on Pabbly Connect.

If you are a new user, you can sign up for a free account, which will provide you with 100 tasks every month. Existing users can simply sign in to their accounts. Once logged in, click on the ‘+ Create Workflow’ button to start the integration process.

3. Creating a Workflow in Pabbly Connect

After clicking on ‘+ Create Workflow’, you will need to name your workflow. For this integration, you can name it ‘Cognito Forms to Mailercloud Integration’. Once named, click on the Create button.

In the workflow interface, you will see a trigger and action setup. To begin, you need to set the trigger to Cognito Forms. In the trigger application dropdown, select Cognito Forms and choose the trigger event ‘New Entry’. This will allow Pabbly Connect to capture new submissions from your Cognito Forms.

• Select ‘New Entry’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Log into your Cognito Forms account and navigate to the form’s submission settings.
• Paste the webhook URL in the ‘Submit Entry Endpoint’ field.

Once you have saved the settings in Cognito Forms, Pabbly Connect will be ready to capture the data whenever a form is submitted.

4. Setting Up Mailercloud Integration in Pabbly Connect

Now that Pabbly Connect is set to capture entries from Cognito Forms, the next step is to add these contacts to Mailercloud. For the action application, select Mailercloud and choose the action event ‘Add Contact to List’.

Click on ‘Connect’, then select ‘Add New Connection’. You will be prompted to enter your Mailercloud API key. To find this, log into your Mailercloud account, navigate to the Account section, and click on API Integrations to copy your API key.

• Paste the API key into Pabbly Connect.
• Select the appropriate list from Mailercloud where you want to add new contacts.
• Map the fields from Cognito Forms to the corresponding fields in Mailercloud.

Once you’ve completed these steps, save and send a test request to ensure that the integration works correctly.

5. Testing and Verifying the Integration

To test the integration, fill out the Cognito Form as a customer would. For example, enter a name, email address, and phone number, then submit the form. After submission, Pabbly Connect will capture the response.

After submitting the form, go back to your Mailercloud account and check the contact list you designated earlier. You should see the new contact added automatically. This confirms that the integration between Cognito Forms and Mailercloud via Pabbly Connect is functioning correctly.

To ensure everything is working smoothly, you can repeat the test with different entries. Each time a new form is submitted, Pabbly Connect will add the details to your Mailercloud list, automating your lead collection process.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with Mailercloud using Pabbly Connect. By following the steps outlined, you can automate your lead collection process, ensuring that every submission is captured and added to your email marketing list efficiently. This integration not only saves time but also enhances your marketing efforts.