How to Automatically Add Apollo Contacts to Pipedrive Using Pabbly Connect

Learn how to use Pabbly Connect to automatically add Apollo contacts to Pipedrive. Follow these easy steps for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Apollo and Pipedrive Integration

To begin integrating Apollo with Pipedrive automatically, you need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. Start by signing up for a free account on the Pabbly Connect dashboard.

Once you have logged into your Pabbly Connect account, click on ‘Create Workflow’ and name it, for example, ‘Apollo to Pipedrive’. This workflow will manage the automation process between your Apollo contacts and Pipedrive CRM.

2. Configuring the Apollo Trigger in Pabbly Connect

In this section, you will set up the trigger for your integration. In the workflow, locate the trigger window and search for ‘Apollo’ in the app selection. Select it, and then choose ‘New Contact’ as the trigger event. This event will initiate the workflow whenever a new contact is created in Apollo. using Pabbly Connect

• Choose Apollo from the app list.
• Select ‘New Contact’ as the trigger event.
• Connect your Apollo account by entering the API key.

After connecting your Apollo account, you will need to test the connection. Click on ‘Save and Test Request’ to ensure that Pabbly Connect can retrieve the latest contact details from Apollo. If successful, you should see the contact information appear in Pabbly Connect.

3. Adding Action to Create a New Contact in Pipedrive

Next, you will configure the action that occurs in Pipedrive when a new contact is created in Apollo. In the action window, search for ‘Pipedrive’ and select it. Choose ‘Create Person’ as the action event, which will add the new contact from Apollo to your Pipedrive account. using Pabbly Connect

To connect your Pipedrive account, you will need the API token. Log into your Pipedrive account, navigate to your profile settings, and copy the API token from the API section. Paste this token into Pabbly Connect to establish the connection.

4. Mapping Fields Between Apollo and Pipedrive

Once the connection is established, you’ll need to map the fields from the Apollo contact to the corresponding fields in Pipedrive. For instance, map the name, last name, and email address fields from the Apollo response to the respective fields in Pipedrive. using Pabbly Connect

• Map the name of the contact to the ‘Name’ field in Pipedrive.
• Select a label for the contact (e.g., ‘Cool Lead’).
• Map the email address to the email field in Pipedrive.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation that the contact has been added to Pipedrive successfully.

5. Testing and Verifying Your Integration

Finally, it’s essential to verify that the integration between Apollo and Pipedrive is functioning as intended. To do this, log into your Pipedrive account and check the contacts section. You should see the new contact that was created in Apollo reflected in Pipedrive.

This confirms that the automation workflow you created using Pabbly Connect is working perfectly. Every time a new contact is added in Apollo, it will automatically create a person in Pipedrive without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Apollo contacts to Pipedrive. By following the steps outlined, you can streamline your workflow and ensure that your CRM is always up-to-date with the latest contact information from Apollo.