Automatically Add Website Leads to Google Sheets & Pipedrive (No Code)

Learn how to automatically add website leads to Google Sheets and Pipedrive using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start with integrating your website leads into Google Sheets and Pipedrive, you need to access Pabbly Connect. Simply navigate to the Pabbly website by typing Pabbly.com in your browser. Once there, sign in to your account using the ‘Sign In’ option located at the top right corner.

If you are a new user, you can sign up for free, which provides you with 100 tasks monthly to test the platform. After signing in, you will be directed to the Pabbly dashboard where all your applications are listed. Click on Pabbly Connect to begin setting up your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will find an option to create a new workflow. Click on the ‘Create Workflow’ button and choose the modern workflow builder for a more streamlined experience. Name your workflow as ‘Automatically Add Website Leads to Google Sheets and Pipedrive’ and select a folder for organization.

• Select the trigger application as ‘Webhook by Pabbly’.
• Set the trigger event to ‘Catch Hook’ to receive data from your website form.
• This webhook URL will act as a bridge between your website form and Pabbly Connect.

After setting this up, copy the webhook URL provided by Pabbly Connect and integrate it into your website form’s code. This enables the form submissions to trigger the automation.

3. Testing the Webhook Connection

With the webhook URL integrated into your website form, it’s time to test the connection. Open your website form and submit a test entry. This will send the form data to Pabbly Connect. You should see a message indicating that the form submission has been received.

Once the submission is successful, return to Pabbly Connect and check for the webhook response. You should see the details of the lead, including name, email, and phone number. This confirms that the connection is working correctly.

4. Adding Pipedrive Action to Create a Lead

Next, you will set up an action step in Pabbly Connect to create a new lead in Pipedrive. Click on ‘Add New Action Step’ and select ‘Pipedrive’ as the action application. Choose ‘Create Person’ as the action event.

• Connect your Pipedrive account by entering your API token.
• Map the lead details from the webhook response to the respective fields in Pipedrive.
• Ensure that you save the configuration to finalize the connection.

Once the details are mapped correctly, you can send a test request to verify that the lead is created in Pipedrive. Check your Pipedrive account to confirm that the lead appears with the correct details.

5. Adding Google Sheets Action to Log Leads

Now, you will add another action to log the lead details into Google Sheets. In Pabbly Connect, click on ‘Add New Action Step’ and select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by signing in and granting the necessary permissions. Once connected, select the spreadsheet where you want to log the leads and map the fields accordingly.

Map the name, email, and phone number from the webhook response. Save and send a test request to ensure the data is logged correctly.

After successfully logging the lead details into Google Sheets, you can view the updated spreadsheet to confirm that the integration is functioning as expected.

Conclusion

In this tutorial, we explored how to automatically add website leads to Google Sheets and Pipedrive using Pabbly Connect. By following the steps outlined, you can streamline your lead management process effectively. This integration not only saves time but also enhances your tracking capabilities.

Utilize Pabbly Connect to simplify your workflows and ensure that every lead is captured and organized seamlessly.