Seamless Integration of Pipedrive Deals to Wave Customers Using Pabbly Connect

Learn how to automate adding Wave customers from new Pipedrive deals using Pabbly Connect with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Pipedrive and Wave Integration

Pabbly Connect is a powerful automation platform that allows you to connect different applications seamlessly. In this tutorial, we will focus on how to use Pabbly Connect to automatically add customers in Wave when a new deal is created in Pipedrive. This integration eliminates the need for manual data entry, saving time and reducing errors.

To start, access Pabbly Connect by signing up or logging in to your account. Once you’re in the dashboard, you can create workflows that automate your tasks effectively. In this case, we will be setting up a workflow to connect Pipedrive and Wave.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow appropriately, such as ‘Send Pipedrive Deals Contact to Wave Customers’. This name will help you identify the workflow later.

• Click on the ‘Create’ button to initiate the workflow.
• Select Pipedrive as the trigger application.
• Choose ‘New Deal’ as the trigger event.

After setting the trigger, connect your Pipedrive account by providing the necessary API token. This process is crucial as it allows Pabbly Connect to access your Pipedrive data and monitor new deals efficiently.

3. Capturing Deal Data from Pipedrive

Once the trigger is set up, it’s time to capture the details of the new deal created in Pipedrive. When a new deal is created, Pabbly Connect will automatically pull the relevant information, such as the contact’s name, organization, email, and phone number.

To ensure the correct data is captured, follow these steps:

• Create a new deal in Pipedrive with all necessary details.
• Return to Pabbly Connect and click on ‘Save and Send Test Request’ to capture the deal data.

This step allows Pabbly Connect to verify that it can successfully retrieve information from Pipedrive, which will be used to create a new customer in Wave.

4. Checking for Existing Customers in Wave

Before adding a new customer to Wave, Pabbly Connect will check if the customer already exists to avoid duplicates. This is done by connecting to the Wave application and searching for the customer by their email address.

To perform this check, follow these steps:

Select Wave as the action application in Pabbly Connect. Choose ‘Get Customer by Email’ as the action event. Connect your Wave account by allowing access.

After setting up this action, Pabbly Connect will retrieve the customer’s information from Wave, allowing you to determine whether to create a new customer or skip the addition if they already exist.

5. Creating a New Customer in Wave

If the customer does not exist in Wave, Pabbly Connect will proceed to create a new customer using the details obtained from Pipedrive. This automation ensures that your customer list in Wave is always up to date without manual input.

To create a new customer, follow these steps:

Select ‘Create Customer’ as the action event in Wave. Map the required fields such as name, email, and phone number from the Pipedrive data. Click ‘Save and Send Test Request’ to add the customer to Wave.

After completing these steps, you can check your Wave application to confirm that the new customer has been successfully added. This integration via Pabbly Connect streamlines your workflow, ensuring efficiency and accuracy in managing customer data.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding customers in Wave from new Pipedrive deals. By following the steps outlined, you can eliminate manual data entry and improve your business workflow seamlessly. This integration not only saves time but also ensures your customer database is always current and accurate.