Integrate Cognito Forms with Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Cognito Forms with Zoho CRM using Pabbly Connect. Follow this detailed tutorial for automated lead collection. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Your Integration

To integrate Cognito Forms with Zoho CRM, the first step is to access Pabbly Connect. This powerful integration tool allows you to automate tasks between various applications without any coding knowledge. Log in to your Pabbly Connect account to reach the dashboard and begin creating your workflow.

Once logged in, you can initiate the integration process. Start by clicking on the ‘Create Workflow’ button. Give your workflow a suitable name, such as ‘Add Leads from Cognito Forms to Zoho CRM Automatically’. Click the ‘Create’ button to proceed to the next step where you will define the trigger and action for your automation.

2. Set Up the Trigger with Cognito Forms

In this step, you will set up the trigger in Pabbly Connect. Select ‘Cognito Forms’ as your trigger application and choose the trigger event as ‘New Entry’. This will allow Pabbly Connect to listen for new submissions from your Cognito Forms.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Cognito Forms to Pabbly Connect. Copy the webhook URL and proceed to your Cognito Forms dashboard.

• Go to the form builder in Cognito Forms.
• Navigate to Submission Settings and enable ‘Post JSON Data to Website’.
• Paste the copied webhook URL into the ‘Submit Entry Endpoint’.

After saving your Cognito Forms setup, you will see that Pabbly Connect is now waiting for a response from the webhook. This means you need to perform a test submission to capture the lead data.

3. Perform a Test Submission in Cognito Forms

With the webhook set up, it’s time to perform a test submission using your Cognito Forms. Open the form you created and fill it out with test data, such as a name and email address. After filling in the details, submit the form. This action will trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to check if the data has been received. You should see the details captured from the test submission in the response section. This confirms that the connection between Cognito Forms and Pabbly Connect is working correctly.

4. Connect Zoho CRM as the Action Step

Now that you have set up the trigger, the next step is to define the action in Pabbly Connect. Choose ‘Zoho CRM’ as your action application and select the action event as ‘Create Contact’. This will allow you to automatically add new leads from Cognito Forms into Zoho CRM.

To connect to Zoho CRM, click on ‘Connect’ and enter your domain name, which you can find in your Zoho CRM dashboard. After entering the domain, click ‘Save’ to establish the connection. Once connected, you will be prompted to select the lead source, which you can choose from your predefined list in Zoho CRM.

• Map the fields from the Cognito Forms submission to the corresponding fields in Zoho CRM.
• Fill in details such as first name, last name, and email address.
• Confirm the mapping and click on ‘Save and Send Test Request’ to validate the connection.

If everything is set up correctly, you should see a success message indicating that the contact has been created in Zoho CRM. This means your integration is now complete, and leads from Cognito Forms will automatically be added to Zoho CRM through Pabbly Connect.

5. Review and Finalize Your Integration

With the integration set up, it’s important to review everything to ensure it functions as expected. Test the workflow by submitting another entry through Cognito Forms. Check Zoho CRM to confirm that the new lead has been added automatically. This step verifies that your Pabbly Connect workflow is working correctly.

Once confirmed, you can start using this automation regularly. The beauty of using Pabbly Connect is that you only need to set this up once. After that, every new submission in Cognito Forms will automatically create a contact in Zoho CRM without any manual effort.

Feel free to customize your forms and fields as needed to capture all relevant lead information. Pabbly Connect makes it easy to adapt your workflow to your business needs.

Conclusion

In this tutorial, we demonstrated how to integrate Cognito Forms with Zoho CRM using Pabbly Connect. By following these steps, you can automate lead collection efficiently, ensuring that your leads are captured and organized in your CRM seamlessly. Start using Pabbly Connect today to enhance your workflow automation!