How to Create New Deals in Pipedrive from Jotform Submissions Using Pabbly Connect

Learn how to integrate Jotform and Pipedrive to create new deals automatically using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create new deals in Pipedrive from Jotform submissions, you will first need to access Pabbly Connect. This platform serves as the integration solution that connects various applications seamlessly. Open your browser and navigate to Pabbly.com/connect to reach the Pabbly Connect homepage.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up Free’ to get started with your free account. Existing users should click on ‘Sign In’ to access their dashboards. After signing in, you will be directed to the Pabbly Apps window where you can select Pabbly Connect to begin building your workflow.

2. Creating a New Workflow in Pabbly Connect

The next step involves creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to choose between the new beta version or the classic version. For this tutorial, select the beta version for a modern experience.

• Choose a name for your workflow, such as ‘Create New Deals in Pipedrive from Jotform Submissions’.
• Select a folder to save your workflow. You can create a new folder if needed.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the workflow window. Here, you will set up your trigger and actions. Remember, in automation, the trigger indicates when something happens, while the action is what occurs as a result. In this case, the trigger will be a new submission from Jotform.

3. Setting Up the Trigger: Jotform Submission

To begin the automation process, you need to set up a trigger in Pabbly Connect. Click on the ‘Add a Trigger’ button and select Jotform as your application. For the event, choose ‘New Response’ to capture submissions from your form.

After selecting the event, you will receive a webhook URL. This URL is crucial as it connects your Jotform to Pabbly Connect. Copy the webhook URL and head over to your Jotform account. Locate the form you want to integrate, click on ‘Edit Form’, and navigate to ‘Settings’. Under settings, find ‘Integrations’ and search for ‘Webhook’.

• Select Webhook and click ‘Edit Integration’.
• Remove any existing webhook and paste the new URL.
• Complete the integration and publish your form.

After setting up the webhook, return to Pabbly Connect to test the connection. Your workflow will now be ready to receive data from Jotform submissions.

4. Creating a New Person in Pipedrive

Once you have successfully set up the trigger, the next step is to create a new person in Pipedrive using Pabbly Connect. Click on ‘Add Action Step’ in your workflow and select Pipedrive as your action application. Choose ‘Create Person’ as the event, which allows you to add a new contact based on the Jotform submission data.

You will need to connect your Pipedrive account to Pabbly Connect. If you have already connected it, you can select the existing connection. Otherwise, you will need to enter your API token from Pipedrive, which is found in your profile settings under ‘API’. Copy this token and paste it into Pabbly Connect.

Map the fields from the Jotform submission to the Pipedrive contact fields. For example, map the first name, last name, email, and phone number. Click ‘Save and Send Request’ to create the new person.

Upon successful creation, you should see the new person listed in your Pipedrive contacts. This step confirms that your integration is functioning correctly, facilitated entirely through Pabbly Connect.

5. Creating a New Deal in Pipedrive

The final step in this integration process is to create a new deal in Pipedrive for the person you just created. In Pabbly Connect, add another action step and select Pipedrive again. This time, choose ‘Create Deal’ as the event.

Connect to your existing Pipedrive account if prompted. You will need to fill in the details for the deal, such as the title. You can map the lead’s name to create a title like ‘Follow up with {First Name} {Last Name}’. Ensure to set the deal status and any other required fields as necessary.

Set the status to ‘Open’ and select the appropriate pipeline and stage. Map the person ID from the previous step to associate the deal with the correct contact. Click ‘Save and Send Request’ to create the deal.

After this step, you should see the new deal created in your Pipedrive account, completing the automation process initiated by Pabbly Connect. This integration allows you to streamline your workflow efficiently.

Conclusion

In this tutorial, we explored how to create new deals in Pipedrive from Jotform submissions using Pabbly Connect. By following these steps, you can automate your workflow, ensuring that every form submission results in a new contact and deal being created in Pipedrive. This not only saves time but also enhances your productivity significantly.