Cognito Forms + Chatforma Integration

Integrate Chatforma to Cognito Forms in one click, or tell Integrately AI how you want each submission handled. Capture entries, segment users, send messages, and sync your data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Chatforma
    New user input is found in Chatforma
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2.
  • Chatforma
    Send a message to a specific user in Chatforma
  • Chatforma
    Send a message to a user segment in Chatforma
  • Chatforma
    Add a user to a segment in Chatforma
  • Chatforma
    Delete user from a segment in Chatforma

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Ready Workflows Ready Workflows for Chatforma + Cognito Forms Integration

Capture entries, segment users, send messages, and keep your records updated, all in just one click.

Most popular automationmost-popular-automations
Cognito Forms + Chatforma Integration

Send Chatforma message for new Cognito Forms entry

When you receive a new Cognito Forms entry, you can automatically send a Chatforma message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Chatforma message today. Your future self will thank you.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatforma + Cognito Forms flow

Sync form data with your CRM, log entries in spreadsheets, and alert your team on Slack. Pick a combination and activate it in one click.

Cognito Forms
Chatforma
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Google SheetsGoogle Sheets (4)
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HubSpotHubSpot (4)
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MailchimpMailchimp (4)
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SlackSlack (4)
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StripeStripe (4)
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CalendlyCalendly (4)
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Add every new Cognito Forms entry to your Google Sheets spreadsheet, and add the user to a Chatforma segment.
New Cognito Forms entries appear in your Google Sheets spreadsheet instantly while users are added to Chatforma, eliminating manual data entry.
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When a Cognito Forms entry is updated, update the matching Google Sheets row and send a Chatforma message.
Form updates in Cognito Forms automatically update your Google Sheets spreadsheet and trigger a Chatforma message to keep users informed.
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Use Claude to summarise new Cognito Forms entries, log the summary in Google Sheets, and send a Chatforma message.
Claude summarises incoming Cognito Forms entries before logging them in Google Sheets and notifying users through Chatforma.
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When an entry is created in Cognito Forms, log it in Google Sheets, add the user to a Chatforma segment, and create a contact in HubSpot.
New Cognito Forms entries populate Google Sheets, update Chatforma segments, and create new contacts in HubSpot automatically.

Supported triggers and actions for Cognito Forms and Chatforma

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
Try it →
Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
Try it →
No action is available
Chatforma
Chatforma Triggers & Actions
New user input is found in Chatforma
Triggers the automation when new user input is found
Try it →
Send a message to a specific user in Chatforma
Sends a message to a recipient
Try it →
Send a message to a user segment in Chatforma
Sends a message to a segment of users
Try it →
Add a user to a segment in Chatforma
Adds a new user to a segment
Try it →
Delete user from a segment in Chatforma
Removes a user from a particular segment
Try it →

What can you automate with Chatforma + Cognito Forms?

Streamline form data collection, segment your audience, and trigger instant messaging workflows between Chatforma and Cognito Forms.

What you can automate?
🔄
Sync every Cognito Forms entry with Chatforma instantly
Automatically trigger Chatforma messaging workflows the moment a new entry is created in Cognito Forms. Eliminate manual data transfer between your web forms and sales bot.
📋
Capture every submitted form field accurately
Map all custom questions and submitted answers from Cognito Forms into Chatforma user segments instead of just basic names and email addresses.
🔔
Notify your team the second an entry arrives
Send instant alerts or bot messages whenever a new Cognito Forms submission comes in, ensuring your team never misses a potential lead.
🔀
Route submissions based on specific form answers
Segment users in Chatforma differently depending on the specific tier or options selected in their Cognito Forms submission.
📝
Keep records updated when form entries change
Automatically update existing user segments and records in Chatforma whenever a participant modifies their Cognito Forms entry.
🔍
Add or update users without creating duplicates
Check existing user records in Chatforma before processing new Cognito Forms entries, ensuring clean and deduplicated subscriber lists.
⏱️
Handle later status changes and follow-ups
Trigger automated Chatforma follow-up sequences when Cognito Forms entries are approved, updated, or marked complete.
🔗
Extend your workflow to external apps like Google Sheets
Send Cognito Forms entries to Chatforma and log every submission row in Google Sheets simultaneously for complete reporting.
And much more...

Who is Chatforma + Cognito Forms integration for?

Connecting Chatforma and Cognito Forms eliminates manual data entry between form submissions and sales bots, keeping your user records accurate and responsive.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
Operations directors
Operations directors
Sales development reps
Sales development reps
Data administrators
Data administrators
📈
Performance marketers
You're running lead generation campaigns via Cognito Forms but your tracking sheet only updates when someone manually exports entries, so the submission counts you're optimising against are always a few hours behind — automating both apps means every new entry triggers an instant bot message and your data stays current.
Customer support leads
You manage incoming support requests through Cognito Forms and need to reach out instantly, but manual notification delays leave users waiting too long for a response — this integration means every new submission triggers immediate Chatforma messaging so support outreach begins right away.
🤝
Agency account managers
You report on client form submissions every week, but collecting and formatting data from Cognito Forms takes hours of tedious spreadsheet work — connecting these apps means every form entry is logged and segmented automatically without manual compiling.
📊
Operations directors
Your team handles high volumes of Cognito Forms entries daily, and manual entry logging causes frequent bottlenecks and missing records — with this integration, every submission flows directly into your sales bot and databases without dropping a single detail.
💼
Sales development reps
You depend on leads submitting Cognito Forms to start outreach, but delayed handoffs from form to bot give competitors time to reply first — automating both apps means every new submission alerts you instantly so you can engage prospects the moment they submit.
🗂️
Data administrators
You maintain records of all form submissions, but manual data transfers between Cognito Forms and Chatforma lead to persistent gaps and errors — automating both apps means every new entry is recorded accurately and your historical database remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Cognito Forms + Chatforma

Build and manage your Cognito Forms + Chatforma automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cognito Forms + Chatforma with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatforma to Cognito Forms?
Frequently Asked Questions
You can connect Chatforma and Cognito Forms in one click using ready templates on Integrately, or ask Integrately AI to build the integration. It links seamlessly with tools like Google Sheets, HubSpot, and Slack.
Can I automatically send Chatforma messages when a Cognito Forms entry is created?
Frequently Asked Questions
Can I connect Chatforma, Cognito Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Chatforma and Cognito Forms?
Frequently Asked Questions
How does Chatforma handle submitted user input and segmentation here?
Frequently Asked Questions
Can I update Chatforma segments when a Cognito Forms entry is modified?
Frequently Asked Questions
Do I need coding skills to automate Chatforma and Cognito Forms?
Frequently Asked Questions
Is the Chatforma and Cognito Forms integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Chatforma or Cognito Forms With 1500+ Other Apps

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Cognito Forms
Popular Cognito Forms Integrations
Sync Cognito Forms with spreadsheets, marketing tools, and databases to keep form data working across your stack.