Cognito Forms is a handy tool to have in your arsenal for any task remotely related to forms. The no-code platform makes it easy to do everything from capturing signatures to taking payments to submitting timesheets for approval.
But the danger with any form builder is that once you've received a form submission, it can sit around collecting dust until you actually do something with it. And the busier your to-do list, the harder it is to stay on top of tasks like organizing form data, sending form entries where they need to go, and keeping your team in the loop.
Thankfully, you can use Zapier's automated workflows (called Zaps) to connect Cognito Forms to the other apps you use every day. Here are a few of the top ways to help you get started.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button next to the name of a Zap you'd like to try. It only takes a few minutes to set it up. You can read more about setting up Zaps here.
Save form entries to a spreadsheet
If you have a lot of incoming form entries, it's easier to review them in one place. A spreadsheet or database is the best way to view large batches of information in an easily digestible way.
You can use a Google Sheet or Airtable base to share data with others, organize information, and store form responses for future reference. You'll also be able to follow up on form responses in your own time, without worrying about anything falling through the cracks.
Instead of copying and pasting form information from Cognito Forms into your database, save time and busywork by using one of these Zaps. Every form entry will trigger a new spreadsheet row or Airtable record, with all the form's information sorted neatly into columns. You can even add a filter step to only create new database entries for specific conditions, like a checked box or filled-out field in the form response.
Add new Cognito Forms entries to a Google Sheets spreadsheet
Google Sheets spreadsheets are a great way to analyze data and share it with others. In this integration, Zapier automatically saves new entries from Cognito Forms as new rows in a spreadsheet, saving you the hassle of having to do so yourself!
Need to store those Cognito Forms entries on Airtable as well? Setting up this Cognito Forms Airtable integration will save you the trouble of ever doing it manually again. From then on it will trigger with every new entry on Cognito Forms, automatically creating a new record on Airtable in response for each one.
Got lots of incoming form entries? You'll need a way to organize all that new info! This integration will get you started. Just set it up, and new Cognito Forms will generate rows in Google Sheets. Just like that, all new and relevant info in a shareable spreadsheet!
Once you've captured a new submission, a spreadsheet is a great way to analyze your responses. This integration helps you do just that! Once it's active, a new entry is received in your Cognito Form, it will be automatically added to a specifiedExcel spreadsheet, keeping your archives up to date without taking up your time.
Forms are a great way to collect new leads. Visitors to your blog or social media feed might fill out a form to subscribe to your newsletter, ask a question, or get a follow-up call from your sales team. Anyone who's willing to submit a form on your website is a potential customer—and they're a good candidate to go through your marketing funnel.
But without automation, new form submissions can get lost on the way to your email marketing tool. Instead of remembering to export form entries to Mailchimp or ActiveCampaign, let one of these Zaps do it for you. Any time a form is submitted in Cognito Forms, Zapier will create or update a subscriber—so your email list will always be up to date and ready to maximize engagement.
Add subscribers to Mailchimp from a Cognito Forms entry
When you collect email addresses, names, and other contact information in your Cognito Forms entry, Zapier creates a new subscriber in Mailchimp instantly. Keep your email marketing lists up to date with ease.
Can't keep up with all the contact information coming in from Cognito Forms? Just set up this Cognito Forms ActiveCampaign integration to enjoy some downtime, courtesy of Zapier automation. It'll get to work immediately, adding or updating a new contact to ActiveCampaign with all the information from every new entry you receive on Cognito Forms from then on.
Or maybe you use forms to let current customers submit requests. If a customer asks for support or has a feature request, their profile should be updated in your customer relationship management (CRM) tool to reflect that activity. That way, your team can have the full context of the customer's contact history with you, no matter who responds directly to the form submission.
This Zap adds or updates a contact in HubSpot whenever a new form entry is detected in Cognito Forms.
Add HubSpot CRM contacts from new Cognito Forms form entries
If those HubSpot CRM contacts are coming in from Cognito Forms, there's no sense in copying each field over manually—this Cognito Forms HubSpot CRM integration can do it all for you. It will trigger with every new Cognito Forms entry once active, sending over the data to HubSpot CRM every time, where a contact will either be created or updated if an existing match is found.
When you get new form entries online, you'll also want to create leads in your CRM. This integration makes it easy by automatically creating a lead in Salesforce for a new entry of your Cognito Form. You won't have to manually add leads to your CRM again.
Effortlessly manage your leads with this Cognito Forms to Zoho CRM automation. Whenever a new entry is submitted in Cognito Forms, this workflow will immediately create a new module entry in Zoho CRM for seamless lead tracking and organization. Stay on top of your sales process while saving time for more important tasks.
Effortlessly manage your leads by connecting Cognito Forms and Pipedrive with this seamless workflow. Whenever a new entry is submitted in Cognito Forms, a lead will be created in Pipedrive, ensuring your sales team stays organized and focused on nurturing prospects. Improve your lead management process and boost your sales performance with this efficient integration.
If your Cognito Form submissions include files, it's a good idea to save backups of those documents to your Google Drive or Dropbox account. That way, you'll be able to keep form submissions organized and easily searchable.
But meticulously downloading and re-uploading each new form attachment to your file management app is time-consuming, not to mention impractical if you receive a lot of form submissions. Instead, you can use one of these Zaps to automate that process. All new form entries in Cognito Forms will be uploaded as files in Google Drive or Dropbox, keeping your records organized and updated without any of the busywork.
Copy files from new Cognito Forms entries to Google Drive
Receiving files with your form submissions on Cognito Forms? Put this Cognito Forms Google Drive integration to work and you'll never have to worry about storage and backup again. It will trigger with each new entry on Cognito forms once active, automatically adding the indicated files to your Google Drive reliably from then on.
Need to store those Cognito Forms files on Dropbox? Setting up this Cognito Forms Dropbox integration between the two will take care of that nicely. It will then trigger every time you receive a new entry on Cognito Forms, storing a file in the Dropbox folder you indicate automatically, ensuring you never have to worry about backups again.
When a new prospect or customer fills out your form, it's crucial to follow up quickly. But you can't be glued to Cognito Forms all day waiting for new entries. Instead, you could use one of these Zaps to send yourself instant notifications by email, text, or Slack message. That way, you can consolidate your updates into one channel while being sure you don't miss a time-sensitive issue.
And if you're part of a team that's responsible for following up on forms, you need an easy way to communicate with each other on who's responding to which submission. Instead of manually drafting a Slack message or email from scratch, you can use one of these Zaps to start the conversation for you.
You might also use one of these workflows to send automated responses to form fillers. Sending each user an immediate confirmation message is an easy way to create an excellent customer experience.
Send emails through Gmail for new entries on Cognito Forms
Looking for an efficient way to make sure those update emails go out for every new Cognito Forms entry? Activating this Cognito Forms Gmail integration should do the trick. It will then be sure to send out an email from your Gmail account for every new entry that comes in on Cognito Forms, effortlessly keeping your recipient(s) updated.
Having a hard time keeping the team aware of all the new information coming in from Cognito Forms? Make use of Zapier automation and you won't have to worry about that again: this Cognito Forms Slack integration will react to every new Cognito Forms entry once active, automatically sending out a message to the indicated Slack channel with everything you need to know.
Thinking of sending out some notifications for new information from Cognito Forms? Try using this Zap to automatically send out emails with everything you need, using Zapier's own service. It will trigger with every new entry on Cognito Forms, including all the information you want in an email to your chosen recipient(s).
Looking for a reliable way to keep up with every new entry you receive on Cognito Forms? Use this Zap to make sure you know the moment it happens. Once active, it will send an SMS for every new entry you receive on Cognito Forms, keep you in the loop wherever you are.
Your team might use project management software like Trello, Asana, or monday.com to track support tickets or issues. What happens when a user submits a request using a Cognito Form?
Manually copying and pasting those action items into your to-do list is inefficient and risks human error. Instead, use one of these Zaps to create new tasks in your project manager (or appointments in your calendar) for every form submission. Stay organized and productive without any unnecessary data entry.
Trello is a fantastic multi-purpose platform for making to-do lists, and Cognito Forms is a great online forms builder. In this integration, Zapier brings the two together and creates a new Trello card when a Cognito Forms entry is created.
Rather than manually transferring appointments from your Cognito Forms entries to your Google Calendar, this integration bridges the gap and makes scheduling easier than ever.
Start managing your workload more efficiently with this streamlined process. When a new entry is submitted in Cognito Forms, a task will be created in Asana instantly. This automation helps you keep track of new inputs from forms and ensures no task is overlooked in your workflow. Stay organized and productive without extra effort.
Streamline your workflow by having monday.com items automatically created whenever there's a new entry in Cognito Forms. This automation frees up time and keeps your tasks organized, ensuring you never miss important submissions. No need for manual updates—stay focused on what matters most to your team.
Forms are a great way to simplify the process of collecting information—and Cognito Forms also lets you collect payments, files, and even approvals. But those form submissions can still stagnate if you don't have a reliable process for sending that information where it needs to go next. Zapier's automated workflows let you send Cognito Forms to the rest of your tech stack and make sure each form entry is handled promptly—no tedious copying and pasting required.
This is just the start of what you can do with Cognito Forms and Zapier. What will you automate first?
