Integrating Typeform and Pipedrive with Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Typeform entries into Pipedrive as deals using Pabbly Connect. Follow this detailed tutorial for automation success. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with Pipedrive, first, access Pabbly Connect. Visit the Pabbly Connect website and sign up for an account if you don’t have one. If you already have an account, simply click on the ‘Sign In’ button located at the top right corner of the page.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you will see various applications available for integration. Click on the ‘Create Workflow’ button to initiate the process. Name your workflow something descriptive, such as ‘Typeform to Pipedrive Integration’ and click on ‘Create’ to move forward.

2. Setting Up Typeform as the Trigger Application

In this step, we will set up Typeform as the trigger application in Pabbly Connect. A trigger is an event that starts the automation process. In this case, the trigger will be a ‘New Entry’ in Typeform. Select Typeform from the list of applications and choose the trigger event as ‘New Entry’.

• Select Typeform as the trigger application.
• Choose the trigger event ‘New Entry’.
• Connect your Typeform account by clicking ‘Connect’ and follow the prompts.

Ensure that your Typeform account is open in another tab to facilitate easy connection. Once connected, select the specific form you want to work with, and click on ‘Save’ to proceed. This setup will allow Pabbly Connect to capture new entries from your Typeform.

3. Mapping Typeform Data to Pipedrive

After setting up Typeform, the next step is to map the collected data to Pipedrive using Pabbly Connect. This is crucial because Pipedrive requires specific information to create a deal. Before creating a deal, you need to create a person in Pipedrive.

To do this, select Pipedrive as your action application and choose the action event as ‘Create Person’. Connect your Pipedrive account by entering your API token, which can be generated from your Pipedrive account settings. Once connected, you will need to map the data fields from Typeform to Pipedrive.

• Map the name and email fields from Typeform to the corresponding fields in Pipedrive.
• Ensure that all required fields are filled out correctly.
• Click ‘Save’ and send a test request to verify the connection.

Upon successful mapping, you will receive a response confirming that the person has been created in Pipedrive. This step is essential for linking the deal to the correct person in your CRM.

4. Creating the Deal in Pipedrive

Once you have successfully created a person in Pipedrive, the next step is to create a deal. This is done by selecting Pipedrive again as the action application and choosing the action event ‘Create Deal’. In this step, you will again connect your Pipedrive account through Pabbly Connect if not already connected.

For the deal creation, you will need to fill in the required fields by mapping data from the previous steps. Ensure to select the person ID from the earlier step and map the deal title and value from Typeform. Click on ‘Save’ and send a test request to finalize this step.

After sending the test request, you should receive a success response indicating that the deal has been created in Pipedrive. This confirms that the automation is functioning correctly, and every new entry in Typeform will now create a corresponding deal in Pipedrive.

5. Final Verification of the Workflow

To ensure that everything is working as intended, it’s important to verify the workflow you just created using Pabbly Connect. Go to your Pipedrive account and check the ‘Deals’ section. You should see the newly created deal with the details you filled in the Typeform.

Try submitting another entry in Typeform to test the workflow again. Every time a new entry is submitted, a new deal should appear in Pipedrive automatically. This demonstrates the efficiency of using Pabbly Connect for integrating Typeform entries into Pipedrive.

By following these steps, you have successfully set up an automated workflow that connects Typeform and Pipedrive using Pabbly Connect. This integration not only saves time but also streamlines your data management process.

Conclusion

In this tutorial, we explored how to integrate Typeform entries into Pipedrive as deals using Pabbly Connect. By following the detailed steps, you can automate your workflow and enhance your productivity. Remember, with Pabbly Connect, you can effortlessly connect various applications to streamline your processes.