Create linked amoCRM leads and contacts from new Cognito Forms entries

First, we need to connect Cognito Forms and amoCRM to Make.com.

• 

  Create Make.com account.

  Create Make.com account if you don't have one.

• 

  Connect Cognito Forms to Make.com.

  Give Make.com access to your Cognito Forms account, using Cognito Forms credentials.

• 

  Connect amoCRM to Make.com.

  Give Make.com access to your amoCRM account, using amoCRM credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

• 

  Set up a Trigger action for Cognito Forms

  Choose the following trigger: Watch new entries (Triggers when a new entry is submitted to your form).

• 

  Then set up an Action for amoCRM

  Choose this action: Create a Lead (Creates a lead).

• 

  Then set up another Action for amoCRM

  Choose this action: Create a Contact (Creates a contact).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Cognito Forms and amoCRM.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create linked amoCRM leads and contacts from new Cognito Forms entries!