Automate Pipedrive Activities with Pabbly Connect: Step-by-Step Guide

Learn how to automate Pipedrive activities as deals reach certain stages using Pabbly Connect. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Pipedrive Automation

To automate Pipedrive activities as deals reach a certain stage, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging in with your credentials. If you don’t have an account, you can sign up for free.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This is where you will create a workflow to automate the process of adding activities to Pipedrive deals. Click on the ‘Create Workflow’ button to begin.

2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Name it something relevant, like ‘Update Pipedrive Activity on Stage Change’. This helps in identifying the workflow later.

• Click the big blue button labeled ‘Create’.
• Select Pipedrive as your trigger application.
• Choose ‘Update Stage’ as the trigger event.

Now, connect your Pipedrive account to Pabbly Connect by entering your API token. You can find this token in your Pipedrive account under Settings > Personal Preferences > API. Make sure to copy and paste it into Pabbly Connect.

3. Configuring the Trigger for Pipedrive

With your Pipedrive account connected, you need to configure the trigger in Pabbly Connect. Enter your company domain, which is part of your Pipedrive URL. For example, if your URL is ‘https://yourcompany.pipedrive.com’, your company domain is ‘yourcompany’.

After entering the company domain, click ‘Save and Send Test Request’. This will check if the connection is successful and if Pabbly Connect can receive updates from Pipedrive. Once the test is successful, you will see a response containing the deal details, including the stage ID.

4. Setting Up a Filter in Pabbly Connect

Next, you will set up a filter in Pabbly Connect to ensure that an activity is only created when the deal reaches a specific stage. Select the filter option and configure it to check if the current stage ID equals the desired stage ID, which in this case is ‘4’.

• Map the current stage ID from the previous step.
• Set the condition to ‘is equal to’ and enter ‘4’.
• Click on ‘Save and Send Test Request’ to verify the filter.

If the condition is met, the workflow will proceed to the next step, which is to create an activity in Pipedrive. This ensures that activities are only added for the correct deal stages, maintaining organization and efficiency.

5. Creating an Activity in Pipedrive through Pabbly Connect

In this final step, you will create an activity in Pipedrive using Pabbly Connect. Select Pipedrive again as your action application and choose ‘Create Activity’ as the action event. Since you are already connected to Pipedrive, select the existing connection.

Fill in the required fields for the activity, such as the subject, organization, and deal ID. For example, set the subject to ‘Send details of the proposal’ and map the deal ID from the previous response. Once all fields are filled, click ‘Save and Send Test Request’ to create the activity.

After saving, check your Pipedrive account to confirm that the activity has been successfully created. This workflow will now automate the process of adding activities whenever a deal reaches the specified stage, streamlining your sales process.

Conclusion

This tutorial demonstrated how to automate Pipedrive activities using Pabbly Connect. By following these steps, you can ensure that activities are created seamlessly as deals progress through different stages, enhancing your productivity and efficiency.