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

Learn how to use Pabbly Connect to seamlessly integrate Cognito Forms with Encharge for automatic lead collection. Follow our detailed tutorial for easy setup. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

Pabbly Connect is a powerful automation tool that allows users to integrate various applications seamlessly. In this tutorial, we will explore how to collect leads from Cognito Forms and add them to your Encharge account using Pabbly Connect. This process is straightforward and doesn’t require any coding skills, making it accessible for everyone.

To begin, you will need to access Pabbly Connect by visiting the Pabbly website. If you don’t have an account, sign up for free to get started. Once logged in, you will be able to create workflows that automate the lead collection process from Cognito Forms to Encharge.

2. Creating a Workflow in Pabbly Connect

To set up the integration, start by creating a new workflow in Pabbly Connect. Click on the plus sign to create a new workflow and name it appropriately, such as ‘Cognito Forms to Encharge Integration.’ This naming helps keep your workflows organized.

• Click on the ‘Create Workflow’ button.
• Select ‘Cognito Forms’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.

After setting up the trigger, you will receive a webhook URL. This URL is essential as it will connect your Cognito Forms to Pabbly Connect. Copy this URL and proceed to your Cognito Forms account to configure the form submission settings.

3. Configuring Cognito Forms for Webhook

In your Cognito Forms account, navigate to the form you wish to use for lead collection. Access the submission settings and enable the option to post data to a website. Paste the webhook URL you copied from Pabbly Connect into the designated field. This step ensures that every time someone submits the form, the data is sent to Pabbly Connect.

After saving these settings, it is crucial to test the integration. Fill out the form with sample data to generate a new entry. This action will trigger the webhook and allow Pabbly Connect to capture the response. Ensure that the data submitted includes all necessary fields such as first name, last name, email, and phone number.

4. Adding New Contacts to Encharge

Once the webhook captures the form submission, it’s time to add the lead to your Encharge account. In Pabbly Connect, set up an action by selecting Encharge as the application. Choose the action event ‘Add or Update Person’ to ensure that new leads are added to your contact list.

• Connect your Encharge account by clicking on ‘Connect’ and allowing access.
• Map the fields from Cognito Forms to the appropriate fields in Encharge, such as email, first name, and last name.
• Test the action to verify that the new contact is created successfully in Encharge.

After completing these steps, every new form submission will automatically create a contact in your Encharge account, streamlining your lead management process.

5. Verifying the Integration

To ensure that the integration works flawlessly, conduct a final test by submitting another entry through your Cognito Forms. After submitting the form, check your Encharge account to confirm that the new contact appears in the list. This verification step is crucial to ensure that Pabbly Connect is functioning as intended.

If you see the new contact successfully added, your integration is complete! You can now rely on Pabbly Connect to automate your lead collection process, saving you time and effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Cognito Forms with Encharge for automatic lead collection. By following the outlined steps, you can effortlessly manage your leads and enhance your email marketing efforts. Start using Pabbly Connect today to streamline your business processes and improve efficiency.