Learn how to integrate Pipedrive with Sendinblue using Pabbly Connect. This detailed tutorial covers each step for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
In this section, we will explore how to set up Pabbly Connect to automate the process of adding new persons from Pipedrive to Sendinblue. Start by signing up for a free account on Pabbly Connect. Once you log in, you will be directed to the dashboard, where you can create a new workflow.
To create a workflow, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Pipedrive to Sendinblue,’ and click on ‘Create’. This opens a new workflow window with two sections: a trigger window and an action window. In this automation, the trigger will be a new person added in Pipedrive, and the action will be to create a corresponding contact in Sendinblue.
2. Connecting Pipedrive to Pabbly Connect
Now, we will connect Pipedrive to Pabbly Connect. In the trigger window, search for ‘Pipedrive’ and select it. For the trigger event, choose ‘New Person’. Click on ‘Connect’ and select ‘Add New Connection’. To establish this connection, you need the API token from your Pipedrive account.
- Go to your Pipedrive account.
- Click on your profile at the top right corner.
- Select ‘Personal Preferences’ from the dropdown menu.
- Copy your API token from the API section.
Paste the API token into Pabbly Connect and click on ‘Save’. Next, you will need to enter your company domain, which can be found in the URL of your Pipedrive account. After entering the domain, click on ‘Save and Send Test Request’ to check if the connection is successful.
3. Adding a New Person in Pipedrive
With the connection established, it’s time to add a new person in Pipedrive. Go back to your Pipedrive account and click on the ‘Persons’ button. Fill in the details for a new contact, such as name, organization, label, mobile number, and email address. For example, you might enter a name like ‘Demo User’ and an email like ‘[email protected]’.
After providing the necessary details, click on ‘Save’. Once saved, Pabbly Connect will receive the details of this new person. You should see a response in Pabbly Connect indicating that the information has been successfully received. This confirms that the first step of the automation is complete.
4. Sending Data to Sendinblue
Next, we will set up the action to send the new person’s data to Sendinblue. In the action window of Pabbly Connect, search for ‘Sendinblue’ and select it. Choose the action event ‘Create or Update Contact’. Click on ‘Connect’ and select ‘Add New Connection’. You will need the API key from your Sendinblue account.
- Log in to your Sendinblue account.
- Click on your profile and select ‘SMTP & API’.
- Generate a new API key and copy it.
Paste the API key in Pabbly Connect and click on ‘Save’. Now, you can map the email address and other details from the Pipedrive response to the respective fields in Sendinblue, such as contact email, first name, and last name. After mapping all required fields, click on ‘Save and Send Test Request’ to finalize the setup.
5. Testing the Automation
Now that everything is set up, it’s time to test the automation. Go back to Pipedrive and create another new person. For example, name it ‘Test Person’ and add an email address. Click on ‘Save’. Within moments, you should see this new contact appear in Sendinblue.
Refresh the contacts page in Sendinblue, and you will see that the new contact has been successfully added. This confirms that the automation workflow between Pipedrive and Sendinblue using Pabbly Connect is functioning correctly. From now on, any new person added in Pipedrive will automatically be added to Sendinblue as a contact.
Conclusion
In this tutorial, we explored how to integrate Pipedrive with Sendinblue using Pabbly Connect. By following these steps, you can automate the process of adding new contacts effortlessly. This not only saves time but also ensures your email marketing campaigns are always up to date.
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