Automatically Add Contacts from Elementor Forms to Pipedrive CRM Using Pabbly Connect

Learn how to automate adding contacts from Elementor Forms to Pipedrive CRM using Pabbly Connect with this detailed tutorial. No coding required! 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. Login to Pabbly Connect to Start Automation

To automate adding contacts from Elementor Forms to Pipedrive CRM, first, you need to log in to your Pabbly Connect account. Accessing Pabbly Connect is straightforward; you can sign up for a free account through the link provided in the description. This account offers 100 free automation tasks every month, making it an excellent choice for small businesses.

Once logged in, you will arrive at the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Contacts from Elementor Form Submissions into Pipedrive.’ This naming helps you identify the workflow later on.

2. Set Up the Trigger for Elementor Form Submission

In your workflow on Pabbly Connect, the next step is to set up the trigger. The trigger in this case will be a new submission from the Elementor form. Click on the app selection field and choose ‘Elementor’ as your trigger application.

Next, select the trigger event as ‘New Form Submission.’ After this selection, Pabbly Connect will generate a unique webhook URL. This URL is crucial as it allows data to flow from the Elementor form to Pabbly Connect. Follow the instructions provided to integrate this webhook into your Elementor form.

• Open your Elementor form in WordPress.
• Click on ‘Edit with Elementor’ to access the form settings.
• Navigate to the ‘Actions After Submit’ section and add the Webhook action.
• Paste the webhook URL from Pabbly Connect into the designated field.

After updating your form, Pabbly Connect will be ready to capture submissions, waiting for data to come through. You can now proceed to test the integration.

3. Test the Elementor Form Submission

To test the integration, fill out the Elementor form as a demo user. For example, enter a name like ‘Michael Cardus,’ along with an email and phone number. After submitting the form, check Pabbly Connect to see if the data has been captured correctly.

Upon successful submission, Pabbly Connect should display the captured data, including the first name, last name, email address, and phone number. This confirms that the webhook is functioning properly and that data is flowing from your Elementor form into Pabbly Connect.

4. Set Up the Action to Add Contacts in Pipedrive

Now that you have successfully captured the form submission data, the next step is to set up the action in Pabbly Connect. Select ‘Pipedrive’ as your action application. In the action event, choose ‘Create Person’ to add the contact to your Pipedrive CRM.

Connect your Pipedrive account by providing the API token. You can find this token in your Pipedrive account settings under the personal preferences section. Once connected, Pabbly Connect allows you to map the data fields from the Elementor form submission to the corresponding fields in Pipedrive.

• Map the first name and last name from the Elementor form to the Pipedrive name field.
• Include the email address and phone number in their respective fields.
• Select the visibility settings for the new contact.

After mapping the fields, test the connection to ensure everything is working correctly. If successful, a new contact will be created in Pipedrive CRM automatically.

5. Verify the New Contact in Pipedrive

Once you have set up the action successfully in Pabbly Connect, it’s time to verify that the new contact has been added to your Pipedrive account. You can do this by checking the contacts list in your Pipedrive dashboard.

After testing the workflow, you should see the newly created contact, for instance, ‘Michael Cardus,’ reflecting the details entered in the Elementor form. This confirms that the integration is functioning as intended and that every form submission is automatically creating a new contact in Pipedrive CRM through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding contacts from Elementor Forms submissions directly into Pipedrive CRM. By following these steps, you can save time and streamline your lead management process effectively.