Pipedrive to Google Contacts Integration Using Pabbly Connect

Learn how to sync Pipedrive leads to Google Contacts automatically using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin the integration of Pipedrive leads to Google Contacts, first, access Pabbly Connect. This platform serves as the central hub for automating workflows between various applications, including Pipedrive and Google Contacts.

Once you are logged into your Pabbly Connect account, navigate to the dashboard where you can start creating a new workflow. This is where the magic happens, allowing you to connect your Pipedrive and Google Contacts seamlessly.

2. Create a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This step is crucial as it sets the stage for your integration process. Name your workflow something descriptive, such as ‘Sync Pipedrive Leads to Google Contacts’. using Pabbly Connect

Next, you will need to choose Pipedrive as your trigger application. This indicates that the integration will start every time there is a new lead in Pipedrive. Follow these steps:

• Click on ‘Choose App’ and select Pipedrive.
• Select the trigger event, which should be ‘New Lead’.
• Connect your Pipedrive account by following the prompts.

Once you have completed these steps, your Pabbly Connect will be ready to capture new leads from Pipedrive.

3. Set Up Google Contacts Integration

After setting up Pipedrive as your trigger, it’s time to configure Google Contacts as the action application. This is where Pabbly Connect truly shines by allowing you to automate the creation of contacts in Google.

To set this up, select Google Contacts as your action application. You will then need to choose the action event, which is typically ‘Create Contact’. Follow these steps:

• Click on ‘Choose App’ and select Google Contacts.
• Select the action event as ‘Create Contact’.
• Connect your Google account by providing the necessary permissions.

By completing these steps, you have set up the action that will automatically create a new contact in Google Contacts whenever a lead is added in Pipedrive.

4. Map Pipedrive Fields to Google Contacts

Now that you have set up the action application, the next step is to map the fields from Pipedrive to Google Contacts. This is essential for ensuring that the correct information is transferred. In Pabbly Connect, you will see a mapping interface.

Here, you can match fields such as Name, Email, and Phone Number from Pipedrive to their corresponding fields in Google Contacts. Make sure to double-check the mapping to ensure accuracy. The steps include:

Select the Pipedrive field for Name and map it to the Name field in Google Contacts. Map the Email field from Pipedrive to the Email field in Google Contacts. Finally, map the Phone Number field accordingly.

With the fields mapped correctly, your integration is almost complete. This setup ensures that every new lead added in Pipedrive is reflected in Google Contacts automatically.

5. Test and Enable Your Workflow

The final step in this integration process is to test your workflow in Pabbly Connect. Testing is crucial to ensure everything works as expected. Click on the ‘Test’ button to initiate a test run, which will help verify that the data flows correctly from Pipedrive to Google Contacts.

After a successful test, remember to enable your workflow. This ensures that the integration is live and will continuously sync your Pipedrive leads to Google Contacts automatically. Here’s how to finish up:

Click on the ‘Test’ button to check the integration. If the test is successful, click on ‘Enable’ to activate your workflow.

By completing these steps, you have successfully set up an automated workflow that syncs Pipedrive leads to Google Contacts using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to sync Pipedrive leads to Google Contacts automatically. By following the step-by-step instructions, you can enhance your workflow efficiency and ensure that your contacts are always up-to-date.