SharpSpring + Cognito Forms Integrations

How to connect SharpSpring + Cognito Forms

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Choose an Action

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Supported triggers and actions

What does this mean?

New Account
A new Account is created in SharpSpring.
Trigger
Scheduled
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Scheduled
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Scheduled
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new orders.
Trigger
Instant
Try It

- FormRequired
  Choose the form you'd like to watch for new refunds.
Trigger
Instant
Try It
- FormRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Api Docs Info
  API docs for Cognito Forms are located here http://help.cognitoforms.com/webhooks
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Scheduled
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New Lead
When a lead has been created in sharpspring.
Trigger
Scheduled
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New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Scheduled
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
  Leads are associated by email address. If an existing contact record does not exist for the email address, a new contact record will be created and associated with the Opportunity. If an existing contact record does exist, that record will be associated with the Opportunity.
- Associate With an AccountRequired
  Accounts are associated by name. If an existing Account record does not exist with this name, a new Account record will be created and associated with the Opportunity. If an existing Account record does exist, that record will be associated with the Opportunity.
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
  Given in UTC time. Give the format "yyyy-mm-dd HH:mm:ss". Example: "2015-01-02 13:14:55".
- Opportunity AmountRequired
Action
Write
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new payments.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- IdRequired
- FormRequired
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- FormRequired
  The form for which the document is to be generated.
- Entry IdRequired
  The Id of the entry for which the document is generated.
- Template NumberRequired
  The number of the document template to be used.
Action
Search

How SharpSpring + Cognito Forms Integrations Work

Step 1: Authenticate SharpSpring and Cognito Forms.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect SharpSpring + Cognito Forms

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

Learn more

Related categories

Marketing Automation

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more

Related categories

Forms & Surveys

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SharpSpring + Cognito Forms Integrations

How to connect SharpSpring + Cognito Forms

Connect your apps and automate workflows

New Account

New Form Fillout Event

New Opportunity

Create Account

Account Owner

Account NameRequired

Industry

Phone

Number of Employees

Website

Address

City

State

Country

Create/Update Lead

Email AddressRequired

First Name

Last Name

Company Name

Lead Status

Lead Owner

Title

Street

City

Country

State

Zip Code

Website

Phone Number

Mobile Phone

Description

Industry

Is Unsubscribed

Tracking ID

Entry Deleted

FormRequired

New Order

FormRequired

New Refund

FormRequired

Create Entry

FormRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Email Open Event

New Lead

New Page Visit Event

Create Campaign

Campaign NameRequired

Campaign Type

Campaign Alias

Campaign Origin

Quantity

Price

Goal

Other Costs

Create/Update Opportunity

Opportunity NameRequired

Associate a Primary LeadRequired

Associate With an AccountRequired

Opportunity StatusRequired

Opportunity OwnerRequired

Deal StageRequired

Close DateRequired

Opportunity AmountRequired

New Entry