Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Automation

To start integrating Cognito Forms with HubSpot, Google Sheets, and Slack, first access Pabbly Connect. This platform allows you to automate repetitive tasks without coding.

Begin by logging into your Pabbly Connect account. From the dashboard, click on the “Create Workflow” button to initiate the setup. You can choose to create a workflow using the quick builder option, which simplifies the process.

2. Creating the Workflow in Pabbly Connect

After selecting the quick builder, input a prompt like “auto sync Cognito Forms responses to HubSpot CRM, Google Sheets, and Slack”. This will help Pabbly Connect automatically analyze your request.

Next, follow these steps to set up your workflow:

  • Choose “New Entry” as the trigger for Cognito Forms.
  • Select “Create a Contact” for HubSpot CRM action.
  • Set the Google Sheets action to “Add New Row”.
  • Choose “Send Channel Message” for Slack.

Upon completing these selections, click on the “Approve and Create” button to finalize your workflow. This establishes the initial connection between the applications via Pabbly Connect.

3. Connecting Cognito Forms with Pabbly Connect

To link Cognito Forms to Pabbly Connect, click on the Cognito Forms application within your workflow. You will receive a webhook URL that you need to copy.

Next, navigate to your Cognito Forms account and locate the form you want to connect. Enable the “Post JSON data to our website” toggle and paste the copied webhook URL into the designated field. Save and publish the form.

After publishing, test the integration by filling out the form. For instance, enter your name, email, and other relevant details, then submit the form. Check Pabbly Connect to confirm that the new response has been successfully received, indicating that the connection is functioning correctly.

4. Integrating HubSpot CRM with Pabbly Connect

Now that Cognito Forms is linked, the next step is to connect HubSpot CRM. Click on the HubSpot CRM application in your workflow and select the “Connect” button.

When prompted, choose “Add New Connection” and log into your HubSpot account. Grant the necessary permissions to Pabbly Connect for seamless data transfer.

Map the fields from the Cognito Forms response to HubSpot CRM fields, such as the email address and contact name. After mapping the required fields, click on “Save and Send Test Request” to verify that a new contact is created in HubSpot CRM successfully.

5. Adding Google Sheets and Slack Integrations

Next, integrate Google Sheets by selecting the application and clicking on the “Connect” button. Choose “Sign in with Google” to link your account.

Once connected, select the spreadsheet where you want to store the data, such as “Digital Marketing Leads”. Map the fields from Cognito Forms to the appropriate columns in Google Sheets.

  • Map the full name, email, and service interested fields.
  • Click on “Save and Send Test Request” to ensure data is recorded correctly.

Finally, set up the Slack integration by selecting the application, connecting your account, and choosing the channel where notifications will be sent. Create a dynamic message that includes customer data and test the integration to confirm it works as expected.

Conclusion

Using Pabbly Connect, you can effortlessly integrate Cognito Forms with HubSpot, Google Sheets, and Slack, automating your workflows. This tutorial highlights how to streamline data entry and notifications, enhancing productivity without manual effort.