Author: Nitin Maheshwari

Learn how to seamlessly integrate Cognito Forms with FreshBooks using Pabbly Connect, automating lead collection and client creation effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with FreshBooks, you first need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section. If you don’t have an account, sign up for free to utilize the 100 free tasks offered monthly.

Once logged in, you will see your dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up the integration. This is where Pabbly Connect plays a crucial role in connecting your applications seamlessly.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a new workflow specifically for connecting Cognito Forms to FreshBooks. Name your workflow something descriptive, such as ‘Cognito Forms to FreshBooks’ to easily identify it later.

• Click on ‘Create Workflow’ button.
• Enter the workflow name.
• Press ‘Create’ to initialize the workflow.

This step is essential as it sets up the automation process that will trigger every time a new entry is submitted in Cognito Forms, allowing Pabbly Connect to handle the data transfer to FreshBooks.

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3. Setting Up Cognito Forms in Pabbly Connect

In this step, you will configure Cognito Forms within your Pabbly Connect workflow. Select Cognito Forms as your trigger application and choose the event ‘New Entry’. This action will notify Pabbly Connect when a new form submission occurs.

Next, you will need to copy the webhook URL provided by Pabbly Connect. Go to your Cognito Forms account, access your form settings, and enable the option to post JSON data to a website. Paste the webhook URL into the submission settings and publish the form.

• Enable ‘Post JSON data to a website’ in submission settings.
• Paste the webhook URL in the submit entry endpoint.
• Publish the form to start collecting leads.

Once the form is published, submit a test entry to ensure that the webhook is functioning correctly. This step confirms that Pabbly Connect is receiving the data from Cognito Forms accurately.

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4. Connecting to FreshBooks via Pabbly Connect

Now that Cognito Forms is set up, the next step is to connect FreshBooks to Pabbly Connect. In the action step, select FreshBooks and choose the action event ‘Create Client’. This will automate the process of adding new clients to your FreshBooks account based on form submissions.

To connect your FreshBooks account, click on ‘Add New Connection’ and authorize Pabbly Connect to access your FreshBooks account. Once connected, you will map the fields from Cognito Forms to the corresponding fields in FreshBooks, such as email, first name, and last name.

Select ‘Create Client’ as the action event. Map the fields from Cognito Forms to FreshBooks. Click ‘Save and Send Test Request’ to verify the integration.

Upon successful mapping, you will receive a confirmation that a new client has been created in FreshBooks. This integration ensures that all leads collected via Cognito Forms are automatically added to your FreshBooks account, streamlining your workflow.

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5. Testing the Cognito Forms and FreshBooks Integration

With everything set up, it’s time to test the integration. Submit another entry in your Cognito Forms to simulate a new lead. Check your FreshBooks account to ensure that the new client appears as expected.

For example, if you submit a lead named STI Sharma, you should see this new entry in your FreshBooks clients list after refreshing the page. This confirms that Pabbly Connect is effectively linking the two applications and automating the process.

Submit a new entry in Cognito Forms. Refresh your FreshBooks clients list. Verify that the new client appears correctly.

This testing phase is crucial to ensure that your automation is working flawlessly, saving you time and effort in managing client data.

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Conclusion

Integrating Cognito Forms with FreshBooks using Pabbly Connect simplifies the lead collection process and automates client management. By following these steps, you can ensure that every new submission is captured and added to your FreshBooks account effortlessly.

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

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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.

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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.

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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.

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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.

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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.

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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!

Learn how to automatically add users to your Zenler course from Wave using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Understanding Wave and Zenler Integration with Pabbly Connect

In this section, we will explore how Pabbly Connect facilitates the integration between Wave, an accounting software, and Zenler, an e-learning platform. The integration allows users to automatically enroll new customers from Wave into courses on Zenler.

The primary goal is to ensure that whenever a new customer is added in Wave, they are automatically enrolled in a specific course in Zenler. This automation eliminates manual entry and streamlines the process, making it efficient for course creators.

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2. Accessing Pabbly Connect for Workflow Creation

To start the integration, access Pabbly Connect by visiting the official website. Once there, navigate to the products section and select Pabbly Connect. If you are a new user, you will need to sign up for a free account, which offers 100 tasks per month.

• Type ‘Pabbly.com’ in your browser.
• Click on ‘Products’ and select ‘Pabbly Connect’.
• Sign up for a free account or log in if you already have an account.

After signing in, click on the plus sign to create a new workflow. Name it appropriately, such as ‘Wave to Zenler Integration’. This workflow will manage the automation process.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, we will configure the trigger and action for our workflow in Pabbly Connect. The trigger will be set to ‘New Customer’ in Wave, which means whenever a new customer is added, the action will follow.

To set this up, select Wave as the application in the trigger section and choose the event as ‘New Customer’. Connect your Wave account by allowing access when prompted. After successful connection, select your business name to proceed.

• Open the trigger window and choose Wave.
• Select the trigger event as ‘New Customer’.
• Connect your Wave account and allow permissions.

After connecting, create a new customer in Wave to capture the response. Once you have added a new customer, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the customer details.

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4. Enrolling Users in Zenler Using Pabbly Connect

Now that we have captured the customer details from Wave, we will use Pabbly Connect to enroll these users into a course in Zenler. First, we need to format the customer’s name, as Zenler requires the first and last names separately.

To do this, add a new action step in Pabbly Connect and select ‘Text Formatter’ to split the name. Choose the action event as ‘Split Text’ and map the customer’s full name from the Wave response. Use a space as the separator to split the name into first and last names.

Add action step and choose Text Formatter. Select the action event as ‘Split Text’. Map the full name and use a space as the separator.

Once the name is split successfully, the next action will be to enroll the user in Zenler. Choose Zenler as the application, select the action event as ‘Enroll User to a Course’, and connect your Zenler account using the API key obtained from your Zenler dashboard.

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5. Testing and Verifying the Integration

After setting up the actions in Pabbly Connect, it’s crucial to test the integration to ensure everything works smoothly. Once you have mapped all necessary fields, including first name, last name, and email address, click on ‘Save and Send Test Request’ to enroll the user.

Check your Zenler account to verify that the user has been successfully added to the course. If the integration is set up correctly, the new customer from Wave will appear in your Zenler course as a student. You may need to refresh your Zenler dashboard to see the updates.

Test the workflow by adding a new customer in Wave. Verify that the user appears in your Zenler course. Refresh Zenler to see the latest updates.

Once confirmed, save your workflow in Pabbly Connect to finalize the automation process. This integration will now work in real-time, automatically enrolling users from Wave to Zenler.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding users to Zenler courses from Wave automatically. By following these steps, you can streamline your workflow and enhance efficiency in managing your e-learning platform.

With Pabbly Connect, you can easily integrate various applications and automate tasks without any coding skills. Start automating your business processes today!

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

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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.

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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.

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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.

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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.

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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.

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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.

Learn how to integrate Webflow forms with Airtable using Pabbly Connect for auto-saving data. Step-by-step tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Webflow and Airtable Integration

Pabbly Connect is an automation tool that facilitates seamless integration between various applications, including Webflow and Airtable. This integration allows users to auto save data from Webflow forms directly into Airtable. With Pabbly Connect, even non-technical users can set up automated workflows without any coding knowledge.

To start integrating Webflow with Airtable, first access Pabbly Connect by visiting the official website. Once there, you can sign up for a free account, which gives you access to 100 tasks every month. This makes it easy to manage your workflows and automate data handling between the two applications.

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2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard and click on the ‘+’ icon to create a new workflow. Name your workflow something descriptive, such as ‘Webflow to Airtable Integration’. This helps in identifying the purpose of the workflow later.

Next, you will see a trigger window and an action window. In the trigger window, select Webflow as the application and choose the ‘New Form Submission’ event. This sets the stage for capturing data from your Webflow forms. The next step is to copy the webhook URL provided by Pabbly Connect to connect it with your Webflow account.

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3. Setting Up Webflow Integration

To set up the integration, log in to your Webflow account and navigate to the project settings of the site you wish to connect. Click on the ‘Integrations’ tab and scroll down to the ‘Webhooks’ section. Here, click on the ‘Add Webhook’ button. Select the trigger type as ‘Form Submission’ and paste the webhook URL you copied from Pabbly Connect.

• Log into your Webflow account.
• Go to project settings and select the Integrations tab.
• Add the webhook with the copied URL.

After adding the webhook, go back to Pabbly Connect, where it will be waiting for a webhook response. To capture this response, perform a test submission by filling out your Webflow form with sample data, such as a customer’s name and email. Once the form is submitted, you will see the captured data in Pabbly Connect.

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4. Setting Up Airtable in Pabbly Connect

After successfully capturing the form submission data, the next step is to set up Airtable as the action application in Pabbly Connect. In the action window, search for Airtable and select the ‘Create Record’ event. Click on ‘Connect’ and then choose to add a new connection.

You will need your Airtable API key to establish this connection. Log into your Airtable account, navigate to your account settings, and copy the API key. Paste this key into Pabbly Connect when prompted. Once connected, select the Airtable base and table where you want to save the data from Webflow.

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5. Mapping Data to Airtable

Now that you have set up the connection, it’s time to map the data from the Webflow form submission to the corresponding fields in Airtable. You will see fields for first name, last name, email, and phone number. Map these fields by clicking on each field in Pabbly Connect and selecting the corresponding data from the Webflow submission.

• Map the first name field to the corresponding data from Webflow.
• Repeat for last name, email, and phone number.
• Ensure all fields are correctly mapped before saving.

Once all fields are mapped, click on ‘Save and Send Test Request’. This will create a new record in your Airtable base with the test data you submitted. Check your Airtable account to confirm that the data has been saved correctly.

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Conclusion

Using Pabbly Connect, integrating Webflow with Airtable for auto-saving data is a straightforward process. By following the steps outlined in this tutorial, you can automate the data handling between these two powerful applications. This saves time and reduces manual entry errors, enhancing your workflow efficiency.

Learn how to collect leads from Cognito Forms and automatically add them to GoHighLevel CRM using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start Your Integration

To collect leads from Cognito Forms and add them to GoHighLevel CRM, you need to access Pabbly Connect. Start by creating a free Pabbly Connect account through the link provided in the description. This account allows you to access 100 free automation tasks each month, making it an excellent choice for businesses looking to streamline their lead collection process.

Once you have set up your account, log in to Pabbly Connect. You will be directed to the dashboard, where you can initiate the workflow creation process. Click on the ‘Create Workflow’ button to begin setting up your integration for collecting leads from Cognito Forms to GoHighLevel CRM.

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2. Create a Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button in Pabbly Connect, you will need to name your workflow. For this integration, you can name it ‘Add Leads from Cognito Forms to GoHighLevel Automatically’. This title will help you identify the workflow later on.

Once you have named your workflow, click on the ‘Create’ button. You will see two sections on the page: the trigger and the action. The trigger is the event that starts the automation, while the action is what happens in response to that trigger. In this case, the trigger will be a new entry in Cognito Forms, and the action will be adding that entry as a contact in GoHighLevel CRM.

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3. Set Up the Trigger with Cognito Forms

To set up the trigger in Pabbly Connect, select Cognito Forms as your trigger application. Search for ‘Cognito Forms’ and then select the trigger event as ‘New Entry’. This event will activate the automation whenever a new form submission is made.

Pabbly Connect will generate a webhook URL that you will use to connect Cognito Forms to the integration. Copy this webhook URL and go to your Cognito Forms dashboard. In the form settings, navigate to the submission settings and toggle on the ‘Post JSON Data to Website’ option. Paste the copied webhook URL into the designated field and save your changes.

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4. Test Form Submission to Capture Data

With the webhook URL set up in Cognito Forms, it’s time to test the integration. Open your form and fill it out with demo lead information. For instance, you can use ‘Rasheed Khan’ as the lead’s name, along with an email address and phone number. After filling in the details, submit the form.

After submission, return to Pabbly Connect and check the response section. You should see the data from the form submission captured successfully. This indicates that the integration is working correctly and that Pabbly Connect is effectively receiving data from Cognito Forms.

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5. Set Up Action to Add Contact in GoHighLevel

Now that you have successfully set up the trigger, it’s time to configure the action in Pabbly Connect. Search for ‘GoHighLevel’ and select it as your action application. Choose the action event as ‘Create Contact’. Click on ‘Connect’ and then select ‘Add New Connection’ to link Pabbly Connect with your GoHighLevel account.

To establish this connection, you will need the API key from your GoHighLevel account. Navigate to the settings section in your GoHighLevel dashboard, find the API key, and copy it. Paste this key into Pabbly Connect and click on ‘Save’. Then, map the data fields from the Cognito Forms submission to the corresponding fields in GoHighLevel, such as first name, last name, email, and phone number. Finally, test the connection to ensure everything is set up correctly.

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Conclusion

In this tutorial, we demonstrated how to collect leads from Cognito Forms and automatically add them to GoHighLevel CRM using Pabbly Connect. By following these steps, you can streamline your lead collection process without needing any coding skills. Once set up, this automation will save you time and ensure that your leads are captured accurately and efficiently.

Learn how to send WhatsApp messages on Formstack submission using Pabbly Connect. This step-by-step tutorial guides you through the integration process. 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

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1. Accessing Pabbly Connect for Integration

To begin sending WhatsApp messages on Formstack submission, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigate to the Pabbly Connect product page.

Once there, if you are a new user, you can sign up for a free account which allows you to access 100 tasks each month. For existing users, simply click on the sign-in button and enter your credentials to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow for the integration. Click on the plus sign and select ‘Create Workflow’. Name your workflow something like ‘Formstack to WhatsApp Integration’.

• Click on the trigger window to set up the integration.
• Choose Formstack as the application and select ‘New Form Submission’ as the trigger event.
• Connect your Formstack account by authorizing Pabbly Connect.

Once connected, select the specific form you want to use for this integration. After saving this step, you will be prompted to test the connection.

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3. Setting Up WhatsApp Integration with Pabbly Connect

With your Formstack form connected, the next step involves setting up WhatsApp messaging. In the action step of Pabbly Connect, choose the 360 Dialogue application and select ‘Send Template Message’ as the action event.

To connect your WhatsApp account, you will need to enter the API key and domain from your 360 Dialogue account. Generate an API key in your 360 Dialogue account under the WhatsApp account page, and paste it into Pabbly Connect.

• Copy the API key from your 360 Dialogue account.
• Paste the API key and enter the domain provided during the API key generation.
• Select the template you have created for sending messages.

Ensure that you map the recipient’s mobile number correctly, including the country code, to send the WhatsApp message effectively.

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4. Testing the Integration

After configuring the WhatsApp action, it’s time to test the integration. Fill out the Formstack form to simulate a submission. After submission, return to Pabbly Connect to check if the response has been captured successfully.

Upon successful capture, you will see the details of the form submission. The next step is to send a test message through WhatsApp. Click on ‘Save and Send Test Request’ to initiate the message sending process.

Check your WhatsApp for the message sent to the customer. Ensure the message contains the correct details as per the template. Confirm that the integration is functioning as expected.

Once verified, save the workflow in Pabbly Connect to finalize the integration.

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5. Real-Time Testing of the Integration

The final step is to conduct real-time testing to ensure everything works seamlessly. Open the Formstack form again and submit it using different customer details to test the integration.

After each submission, check WhatsApp to confirm that the message is sent correctly. This ensures that your integration between Formstack and WhatsApp using Pabbly Connect is functioning optimally.

In addition to sending messages on form submission, you can explore other integrations available in Pabbly Connect to automate various business processes.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages on Formstack submission using Pabbly Connect. By following the steps outlined, you can automate customer notifications efficiently, enhancing your business communication.

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

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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.

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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.

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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.

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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.

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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.

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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.

Learn how to integrate Cognito Forms with ActiveCampaign using Pabbly Connect for seamless lead collection and management. 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

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1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with ActiveCampaign, you need to access Pabbly Connect. Begin by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once there, click on the ‘Sign In’ button if you have an account, or choose to ‘Sign Up’ for a free account. Signing up provides you with 100 free tasks monthly, allowing you to explore the platform’s capabilities.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. Click on ‘Create Workflow’ to initiate a new automation. Name your workflow something like ‘Cognito Forms to ActiveCampaign’ to keep it organized.

• Click on the ‘Create’ button after naming your workflow.
• Select ‘Cognito Forms’ as the Trigger Application.
• Choose ‘New Entry’ as the Trigger Event.

This setup will allow you to capture new form submissions from Cognito Forms and send them to ActiveCampaign through Pabbly Connect.

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3. Configuring Cognito Forms to Send Data

To connect Cognito Forms with Pabbly Connect, you need to set up a webhook URL. This URL allows Cognito Forms to communicate with Pabbly Connect whenever a new entry is submitted.

Copy the provided webhook URL from Pabbly Connect and navigate to your Cognito Forms account. In your form settings, find the ‘Submission Settings’ and paste the webhook URL into the ‘Post JSON data to our website’ field. After saving the changes, your form is now linked to Pabbly Connect.

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4. Adding ActiveCampaign as an Action in Pabbly Connect

Now that Cognito Forms is configured, it’s time to set up the action in Pabbly Connect. Select ‘ActiveCampaign’ as the Action Application and choose ‘Create or Update Contact’ as the Action Event.

• Click on ‘Connect’ to add a new connection.
• Enter your ActiveCampaign API key and URL, which you can find in the developer settings of your ActiveCampaign account.
• Map the fields from Cognito Forms to ActiveCampaign, such as Email, First Name, Last Name, and Phone Number.

Once everything is set, click on ‘Save & Send Test Request’ to verify the connection. If successful, you will see the new contact appear in your ActiveCampaign account.

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5. Testing the Integration with Pabbly Connect

After setting up the integration, it’s crucial to test it to ensure everything works smoothly. Fill out your Cognito Form with test data and submit it. This will trigger the webhook and send the data to Pabbly Connect.

Check your ActiveCampaign account to confirm that the new contact has been created. Repeat this process with different test entries to ensure reliability. Each submission should result in a new contact being added to your ActiveCampaign list.

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Conclusion

In conclusion, integrating Cognito Forms with ActiveCampaign using Pabbly Connect allows you to automate lead collection efficiently. With just a few steps, you can ensure that every form submission is captured as a contact in your ActiveCampaign account, streamlining your sales and marketing efforts.

Learn how to automate emailing unique coupon codes to users subscribing via a website form using Pabbly Connect, Google Sheets, Zoho CRM, and more. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the process of emailing unique coupon codes, first, access Pabbly Connect by navigating to pabby.com/connect. If you already have an account, simply click on the ‘Sign In’ button. If not, you can sign up for free, which includes 100 free tasks every month.

Once logged in, you will see your dashboard. Click on the ‘Create Workflow’ button to initiate the automation process. This step is crucial as it sets the foundation for integrating various applications like Google Sheets, Zoho CRM, and your website form through Pabbly Connect.

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2. Setting Up the Integration Workflow

In this section, you will set up the integration workflow for sending unique coupon codes. After clicking on ‘Create Workflow,’ you will name your workflow and choose the trigger application. In this case, select ‘Elementor Form’ as the trigger application.

• Select ‘New Form Submission’ as the trigger event.
• Copy the provided Webhook URL to connect your Elementor form.
• Edit your Elementor form settings to include this Webhook URL under ‘Actions After Submit.’

After saving the changes, you can proceed to test the integration by submitting the form on your website. This will send a webhook response back to Pabbly Connect, allowing you to capture the form data.

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3. Generating Unique Coupon Codes

After capturing the form submission data, the next step is to generate a unique coupon code. Utilize the DateTime Formatter feature within Pabbly Connect to create a timestamp-based coupon code. This ensures that each user receives a unique code based on the time of their form submission.

To do this, select the DateTime Formatter and choose the option to format the date. Map the current date and time into a specific format that will serve as the coupon code. For example, use the format ‘YYYYMMDD-HHMM’ to create a readable and unique code.

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4. Saving User Data to Google Sheets

Once the coupon code is generated, the next step is to save the user details, including the coupon code, to Google Sheets. In Pabbly Connect, add a new action step and select Google Sheets as the application.

• Choose the event ‘Add Row’ to insert the user data into your Google Sheet.
• Connect your Google Sheets account and select the appropriate spreadsheet and worksheet.
• Map the fields such as first name, last name, email, and the generated coupon code into the corresponding columns in your Google Sheet.

After mapping the fields, you can test this action to ensure that the data is saved correctly in your Google Sheets.

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5. Sending the Coupon Code via Email

Finally, to complete the automation, you will send the generated coupon code to the user’s email address. In Pabbly Connect, add another action step and select Zoho Mail as the application.

Connect your Zoho Mail account and set up the email parameters. Map the recipient’s email address (from the form submission) and include the coupon code in the email body. For example, you can write: ‘Hello [User’s Name], here is your coupon code: [Coupon Code].’ After configuring the email, send a test email to ensure everything is functioning correctly.

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Conclusion

In this tutorial, you learned how to automate the process of emailing unique coupon codes to users subscribing via a website form using Pabbly Connect. By integrating applications like Google Sheets and Zoho CRM, you can streamline your marketing efforts and enhance user engagement effectively.