Automate Pipedrive Deals from Google Form Submissions Using Pabbly Connect

Learn how to automate creating deals in Pipedrive from Google Form submissions using Pabbly Connect. Follow our detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate creating deals in Pipedrive from Google Form submissions, we will use Pabbly Connect. Start by accessing Pabbly Connect via Pabbly.com/connect. Once there, sign in with your credentials or create a new account if you are a first-time user.

After logging in, you will see the Pabbly Connect dashboard. Here, you can create workflows that will help you integrate Google Forms with Pipedrive. Click on the Create Workflow button at the top right corner and select the beta version for a more modern experience.

2. Creating a Workflow for Google Forms and Pipedrive

With Pabbly Connect set up, it’s time to create a workflow. Name your workflow something like ‘Create Deals in Pipedrive from Google Form Submission’. Select the appropriate folder to organize your workflow.

• Click on the Add Trigger button.
• Choose Google Forms as the trigger application.
• Select the event as New Response Received.

After setting up the trigger, you will receive a webhook URL. This URL will be used to connect Google Forms to Pabbly Connect. Copy this URL for the next step.

3. Connecting Google Forms to Pabbly Connect

Next, navigate to your Google Form where you want to capture submissions. Click on the Responses tab, then select Link to Sheets to create a new Google Sheet that will store all form responses.

Once your Google Sheet is created, you need to install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks. Install it and refresh your Google Sheet.

• Click on Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the webhook URL you copied earlier.
• Set the trigger column to the final data column (e.g., Column E).

After configuring the settings, click Submit to finalize the setup. Now, every new response will be sent to Pabbly Connect automatically.

4. Creating a Person and Deal in Pipedrive

After setting up the Google Forms integration, it’s time to create a person in Pipedrive. In your Pabbly Connect workflow, add an action step and select Pipedrive as the application.

Select the event as Create Person and connect your Pipedrive account using the API token from your Pipedrive settings. Map the necessary fields such as first name and last name from the Google Form submission to create the person.

Map the first name and last name from the Google Form response. Set the label to Hot Lead. Save the action to create the person in Pipedrive.

Once the person is created, you will see a successful response in Pabbly Connect, confirming the action.

5. Finalizing the Deal Creation in Pipedrive

Next, add another action step in your Pabbly Connect workflow to create a deal. Again, select Pipedrive as the application and choose Create Deal as the event.

Connect using the existing connection and map the necessary fields like title, person ID, and status for the deal. For the title, you can use a format like ‘Follow Up with [Lead Name]’ by mapping the lead’s first and last name.

Set the status to Open. Map the person ID from the previous step. Save the deal to finalize the action.

After saving, you will receive confirmation that the deal has been successfully created in Pipedrive, completing your automation process.

Conclusion

In this tutorial, we demonstrated how to automate the creation of deals in Pipedrive from Google Form submissions using Pabbly Connect. By following these steps, you can streamline your workflow and enhance your productivity.