How to Create Deals Automatically in Pipedrive for Landing Page Form Leads Using Pabbly Connect

Learn how to automate the creation of deals in Pipedrive using Pabbly Connect for landing page form leads with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of deals in Pipedrive for landing page form leads, you need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect into your browser. This will take you to the Pabbly Connect landing page, where you have options to sign in or sign up.

If you’re a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply click on ‘Sign In’. Once signed up, you will receive 100 free tasks every month to practice using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button to start building your automation. You will be prompted to select a workflow builder; choose the ‘Beta’ version for its modern features.

• Click on the ‘Select’ button to proceed.
• Name your workflow, e.g., ‘Create Pipedrive Deal for Landing Page Form Submission’.
• Choose the appropriate folder for your workflow.

After naming and selecting the folder, click ‘Create’. You will see a confirmation pop-up indicating that your workflow has been created successfully. This initiates the setup process for your integration using Pabbly Connect.

3. Setting Up the Trigger for Landing Page Form Leads

In this step, you will set up the trigger that initiates the workflow. Click on ‘Add Trigger’ and search for the landing page application. Select it and choose the event as ‘New Lead from Landing Page’.

Click the ‘Connect’ button, and you will be provided with a webhook URL. This URL is crucial for linking your landing page form to Pabbly Connect. Copy this URL and navigate to your landing page form settings.

• Edit your landing page form and navigate to the settings.
• Select the integration option and search for the webhook feature.
• Paste the copied webhook URL and set the request method to POST.

After saving the settings, publish your form. This completes the trigger setup, enabling Pabbly Connect to listen for new submissions.

4. Testing the Integration with Pabbly Connect

Now it’s time to test the integration. Return to Pabbly Connect and verify that it is waiting for a webhook response. Fill out the landing page form with test data, such as a name, email, and phone number, then submit the form.

Once submitted, check Pabbly Connect to see if it captures the details correctly. You should see a successful response with the data you entered. This confirms that the trigger works as intended.

Ensure all fields are filled out correctly during the test. Monitor for any errors in the response.

Once the test is successful, you can proceed to set up the action step to create a deal in Pipedrive.

5. Creating Deals in Pipedrive Using Pabbly Connect

After confirming that the trigger works, you will now set up the action step to create a deal in Pipedrive. Click on ‘Add New Action Step’ and select Pipedrive as the application. Choose the event ‘Create Deal’ and click ‘Connect’.

If you already have a connection set up, select it; otherwise, create a new connection by entering your Pipedrive API token. You can find this token in your Pipedrive account under Personal Preferences.

Map the fields from your landing page form to the Pipedrive deal fields. Ensure to include necessary details such as title, person ID, and probability of success.

Once all fields are mapped, click ‘Save and Send Test Request’. If successful, check your Pipedrive account to confirm that the deal has been created with the details from the form submission. This finalizes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the creation of deals in Pipedrive for landing page form leads using Pabbly Connect. By following these steps, you can streamline your workflow and enhance efficiency in managing leads.