How to Add Typeform Leads to Pipedrive Instantly Using Pabbly Connect

Learn how to integrate Typeform leads with Pipedrive instantly using Pabbly Connect. Follow our detailed tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Typeform leads with Pipedrive, you must first access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. This platform will facilitate the automation process between your Typeform and Pipedrive accounts.

Once on the Pabbly Connect homepage, you have two options: sign in if you are an existing user or click on ‘Sign Up Free’ to create a new account. New users can benefit from a free plan that offers 100 tasks per month, allowing you to explore the platform’s features.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will see the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to select between the new beta and classic workflow builders. For this integration, choose the beta version for its modern features.

• Click ‘Create Workflow’ and name it ‘Add Typeform Leads to Pipedrive Instantly’.
• Select the folder where you want to save this workflow.
• Click ‘Create’ to finalize your workflow setup.

With your workflow created, you can now set up the trigger that will initiate the automation process. This is where Pabbly Connect shines, allowing seamless connections between your applications.

3. Setting Up the Trigger with Typeform

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button. Select Typeform as your trigger application and choose the event ‘New Entry’. This event will activate the workflow whenever a new lead is submitted through your Typeform.

Next, you will need to connect your Typeform account. Click on ‘Connect’, then select ‘Add a Connection’. If you are already logged into Typeform, it will connect automatically. If not, enter your Typeform account details to establish the connection.

• Choose the form you have created, named ‘Lead Form’.
• Click ‘Save and Send Test Request’ to proceed.
• Make a test submission on your Typeform to ensure the trigger is correctly set up.

After the test submission, you should see a response in Pabbly Connect, confirming that the trigger is functioning as intended. This step is crucial for ensuring that your leads are captured accurately.

4. Adding Action Step to Create a Person in Pipedrive

Now that your trigger is set up, it’s time to add an action step in Pabbly Connect. Click on ‘Add Action’ and select Pipedrive as your action application. Choose ‘Create Person’ as the action event. This action will create a new person in your Pipedrive account whenever a new lead is received from Typeform.

To connect your Pipedrive account, click on ‘Connect’ and select ‘Add a New Connection’. You will need to enter your Pipedrive API token, which you can find in your Pipedrive account settings under ‘Personal Preferences’.

Copy your API token from Pipedrive and paste it into the connection field in Pabbly Connect. Map the lead’s details from Typeform to the corresponding fields in Pipedrive. Click ‘Save and Send Request’ to finalize the action setup.

Once you have successfully mapped the details and saved the action, you can check your Pipedrive account to confirm that a new person has been created with the lead’s details. This integration showcases how Pabbly Connect streamlines the process of managing leads.

5. Testing the Complete Automation

To ensure that the entire integration works flawlessly, conduct a final test. Go back to your Typeform and submit another test lead. After submitting, check your Pipedrive account to verify that the new lead appears as expected.

This step is essential to confirm that the automation between Typeform and Pipedrive via Pabbly Connect is functioning correctly. If everything is set up properly, you should see the newly created person with all relevant details displayed in Pipedrive.

Submit a test lead through your Typeform. Refresh your Pipedrive account to see the new entry. Confirm that all details are accurately captured.

With successful testing, you have completed the integration process. Using Pabbly Connect, you can now automatically add Typeform leads to Pipedrive, streamlining your lead management process.

Conclusion

In conclusion, integrating Typeform leads with Pipedrive using Pabbly Connect is a straightforward process. By following the steps outlined in this tutorial, you can automate your lead management, ensuring that no lead goes untracked. This integration not only saves time but also enhances efficiency in your sales process.