How to Create Apollo.io Contact on Cognito Forms Submission with Pabbly Connect

Learn how to automate the creation of Apollo.io contacts from Cognito Forms submissions using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create an Apollo.io contact on Cognito Forms submission, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, navigate to the dashboard where you can create new workflows. Pabbly Connect is designed to simplify the integration process between different applications, such as Cognito Forms and Apollo.io.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will create a new workflow specifically for this integration. Click on the ‘Create Workflow’ button and name it something descriptive, like ‘Cognito Forms to Apollo.io Contact Creation’. Select the appropriate folder to save your workflow. using Pabbly Connect

• Click on the ‘Create’ button after naming your workflow.
• Choose ‘Cognito Forms’ as the trigger application.
• Select ‘New Entry’ as the trigger event.

With Pabbly Connect, when a new entry is submitted in Cognito Forms, it will trigger the workflow to create a contact in Apollo.io automatically. This setup eliminates the need for manual data entry.

3. Setting Up Cognito Forms for Submission

Next, you need to configure your Cognito Forms account to connect with Pabbly Connect. In your Cognito Forms account, locate the form you want to use for submissions. Enable the ‘Post JSON Data to a Website’ option, which allows you to send form data to Pabbly Connect. using Pabbly Connect

• Copy the webhook URL provided by Pabbly Connect.
• Paste the webhook URL into the Cognito Forms settings.
• Save the changes in Cognito Forms.

By completing this setup, you ensure that every new submission in Cognito Forms sends data to Pabbly Connect, which will then process it to create a contact in Apollo.io.

4. Creating an Apollo.io Contact from Submission

Now that your Cognito Forms is connected to Pabbly Connect, you need to set up the action to create a contact in Apollo.io. In Pabbly Connect, select Apollo.io as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

Connect your Apollo.io account by entering the API key. Map the fields from Cognito Forms to Apollo.io, such as first name, last name, and email address. Click ‘Save and Send Test Request’ to verify the connection.

Pabbly Connect will automatically create a new contact in your Apollo.io account based on the submitted information from Cognito Forms. This seamless integration allows for efficient lead management.

5. Testing the Integration Workflow

The final step is to test your integration to ensure everything is working as expected. Go back to your Cognito Forms and submit a test entry with dummy data. After submitting, check your Apollo.io account to see if the contact was created successfully.

If the contact appears in Apollo.io with the correct details, your integration is set up correctly. With Pabbly Connect, you can automate this process, saving time and reducing manual errors in data entry.

Conclusion

In this tutorial, we demonstrated how to create an Apollo.io contact from Cognito Forms submissions using Pabbly Connect. This integration streamlines your workflow by automating the contact creation process, allowing you to focus on more important tasks. By following the steps outlined, you can efficiently manage your leads and enhance your marketing efforts.