How to create an integration between Cognito Forms and a CRM using Zapier

Hi ​@MarqueeOffice 

What app is being used for the CRM? (name)

All of the Cognito Forms Zap triggers send data from Cognito Forms to the Zap trigger step via an instant webhook integration behind the scenes.

we are using Monday

Thanks, so if I create the zap, there will be no impact to my cognito form?

​@MarqueeOffice 

Try these Zap steps:

1. Trigger: Cognito Forms - New Entry
2. Action: Monday - Create Item

great, thanks so much

Hi ​@MarqueeOffice,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

thanks, it was very helpful. I had a few issues with a few fields, but I thought I resolved them as there was no longer any error message. but when I went to publish, I got an error. The ‘publish’ button is greyed out. And I don’t know what I need to do to correct it

Hi ​@MarqueeOffice 👋

Hope you don’t mind me jumping in here. Just wanted to say that it looks like there’s an issue with the Cognito Forms trigger in your Zap—as there’s a warning icon next to the app name:

In the Configure section of the Cognito Forms step is it showing an issue with the form that’s been selected, or is the Test section showing an error or warnings?

Can you look into the setup of the trigger and send a screenshot of any errors/warnings it’s showing there? Make sure to blur/remove any personal info (names, emails etc.) before sharing—you can use a tool like Zappy for that. 

Looking forward to hearing from you! 🙂