Zapier is a no-code automation platform that connects thousands of apps so teams can pass data and trigger actions without writing code. Connecting Zapier to Cognito Forms turns new entries into triggers that create records, send notifications, and update the right systems automatically.
Move from entry to action quickly—push data to the right places, cut rework, and give teams timely updates they can act on.
- Cut manual data entry
- Accelerate lead handoff
- Keep records consistent
Use this integration to:
- Create or update CRM records
- Add rows to sheets and databases
- Send emails, messages, and alerts
How It Works
- Log in to Cognito Forms
- Ensure you have admin or owner access
- Go to Integrations
- Navigate to Organization Settings > Integrations
- Add Zapier integration
- Select Zapier and click Connect
- Authenticate with Zapier
- Sign in or create a Zapier account
- Authorize Zapier’s connection to your forms
- Select forms and folders
- Choose which forms Zapier can access
- Create a Zap
- Set Cognito Forms as your trigger (e.g., “New Entry”)
- Pick your desired action app and map fields accordingly
- Test and enable
- Submit a test form entry
- Verify the data flows correctly, then enable the Zap
Still need help? Check out our Zapier support article.