How to Create Mailchimp Member on Cognito Forms Submission Using Pabbly Connect

Learn how to automate Mailchimp member creation with Cognito Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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 create a Mailchimp member on Cognito Forms submission, start by accessing Pabbly Connect. This platform enables seamless integration between different applications.

First, navigate to the Pabbly Connect website. If you are a new user, you can sign up for a free account, which provides 100 free tasks every month. Existing users should log in to their accounts to proceed.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will prompt you to enter a name for your workflow.

For this integration, name your workflow ‘Create Mailchimp Member on Cognito Form Submission’ and select a folder to save it in, such as ‘Cognito Forms Automations.’ Then, click the ‘Create’ button to proceed.

3. Setting Up the Trigger in Pabbly Connect

In the newly created workflow, you will see two sections: Trigger and Action. For the Trigger, select ‘Cognito Forms’ as the application. The trigger event should be set to ‘New Entry,’ which will capture responses from your form submissions.

To establish the connection, Pabbly Connect provides a unique webhook URL. Copy this URL and head over to your Cognito Forms settings. In the form settings, toggle on the option to post JSON data to a website and paste the copied webhook URL in the designated field.

• Navigate to the form settings in Cognito Forms.
• Toggle on ‘Post JSON data to a website.’
• Paste the webhook URL from Pabbly Connect.

After saving the changes, return to your Pabbly Connect workflow and perform a test submission to verify that the connection is successfully established.

4. Setting Up the Action to Create Mailchimp Member

Now that the trigger is set up, it’s time to configure the action. Select ‘Mailchimp’ as the action application and choose the action event as ‘Add New Member with Custom Fields.’ Click on the ‘Connect’ button to establish a connection between Mailchimp and Pabbly Connect.

You will need to provide your Mailchimp API key and data center. To obtain the API key, log into your Mailchimp account, navigate to your profile, and select ‘Extras’ followed by ‘API keys.’ Create a new key if you don’t have one, and copy it into the Pabbly Connect interface.

• Log into Mailchimp and go to your profile.
• Navigate to ‘Extras’ and select ‘API keys.’
• Copy the API key and paste it into Pabbly Connect.

Also, ensure to specify the audience list where the new member will be added. You can then map the fields from the previous step to ensure the correct data is sent to Mailchimp.

5. Testing the Integration

After completing the action setup, it’s crucial to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. If everything is set up correctly, you will receive a positive response indicating that the member has been successfully added to your Mailchimp account.

To verify, log into your Mailchimp account and refresh the page. You should see the new member listed with the details submitted through Cognito Forms. This confirms that your automation is functioning as intended, allowing for seamless data transfer between Cognito Forms and Mailchimp.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating a Mailchimp member using submissions from Cognito Forms through Pabbly Connect. This integration streamlines your workflow, ensuring that new leads are added to your email marketing list automatically.