Integrate Cognito Forms with Apollo CRM Using Pabbly Connect

Learn how to automate lead collection from Cognito Forms to Apollo CRM using Pabbly Connect. Follow the step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To begin integrating Cognito Forms with Apollo CRM, first access Pabbly Connect. Open your web browser and type in the URL: Pabbly.com/connect. This will redirect you to the Pabbly Connect login page.

If you already have an account, simply log in. If not, you can sign up for free. This process only takes a few minutes, and you will receive 100 free tasks each month to test your integrations. Once logged in, you’ll be ready to create your first workflow.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow. For this integration, you can name it ‘Cognito Forms to Apollo CRM’.

Upon naming your workflow, you will see two main sections: Trigger and Action. The Trigger section is where the event starts, while the Action section is where the final event occurs. Here, you’ll set up Cognito Forms as your trigger application.

3. Setting Up the Trigger for Cognito Forms

In the Trigger section, select Cognito Forms and choose the event ‘New Entry’. This indicates that the workflow will be activated whenever a new form entry is submitted. A webhook URL will be generated, which is essential for connecting Cognito Forms to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Cognito Forms account and open the form you want to connect.
• In the submission settings, toggle on ‘Post JSON data to a website’ and paste the webhook URL in the provided field.

After saving your changes, test the form by submitting a new entry. This will send the data to Pabbly Connect, allowing you to capture the webhook response.

4. Configuring the Action to Create a New Contact in Apollo CRM

Next, navigate to the Action section of your workflow and select Apollo CRM as your action application. Choose the event ‘Create Contact’. Click on ‘Connect Now’ to establish a connection between Pabbly Connect and your Apollo CRM account.

You will be prompted to enter your API key. To find this, go to your Apollo account, access the Integrations section, and copy the API key provided. Paste this key back into Pabbly Connect and save the connection.

• Map the fields from Cognito Forms to Apollo CRM, including first name, last name, organization, and email.
• Select the lead type as ‘Cold Lead’ for new contacts.
• Save and send a test request to ensure the contact is created in Apollo CRM.

Upon successful submission, a new contact ID will be generated, confirming that the integration is working properly.

5. Testing the Integration and Final Steps

To finalize the integration, test it by submitting another entry through your Cognito form. For example, enter a name like ‘Rajan ATI’ with the corresponding details. Once submitted, check your Apollo CRM account.

Refresh the People section in Apollo CRM, and you should see the new contact listed with all the details filled in from the form. This confirms that Pabbly Connect has successfully automated the process of transferring leads from Cognito Forms to Apollo CRM.

Conclusion

In summary, using Pabbly Connect to integrate Cognito Forms with Apollo CRM streamlines your lead collection process. By following these detailed steps, you can efficiently automate your workflows and enhance your marketing efforts.