Automatically Create Deals in CRM

Learn how to automatically create deals in your CRM with Pabbly Connect, integrating LinkedIn and Pipe Drive efficiently. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the process of creating deals in your CRM using Pabbly Connect, first, you need to access the platform. Start by visiting Pabbly.com/connect in your web browser. Here, you will find options to sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign Up Free’ button to create an account and explore the features of Pabbly Connect with 100 free tasks every month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the Pabbly apps window and click on ‘Access Now’ under Pabbly Connect. To create a new workflow, select the ‘Create Workflow’ button. You will be prompted to choose between the new beta version or the classic version; select the beta version for a more modern experience.

• Click on the ‘Create Workflow’ button.
• Enter the name of your workflow, e.g., ‘Automatically Create Deals in CRM’.
• Select your desired folder for organization.

After entering the required information, click on the ‘Create’ button to finalize your workflow setup in Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation. Since you are receiving leads through LinkedIn ads, select ‘LinkedIn’ as your trigger app in Pabbly Connect. Choose the event as ‘Lead Notifications’ to capture new leads.

To connect your LinkedIn account, click on ‘Connect’ and select ‘Add a New Connection’. Ensure you are logged into your LinkedIn account in the same browser to facilitate a smooth connection process. Once connected, select your sponsored account from the drop-down menu and save the settings.

4. Creating a Person and Deal in Pabbly Connect

After successfully setting up the trigger, the next step is to create a new person in your Pipe Drive CRM. For this, add an action step and select ‘Pipe Drive’ as your action application in Pabbly Connect. Choose ‘Create Person’ as the app event.

• Connect to your Pipe Drive account using the API token.
• Map the data fields from the LinkedIn lead to the Pipe Drive fields.
• Save and send the request to create the person.

After creating the person, you will then create a new deal for the same lead. Again, select ‘Pipe Drive’ as your action application and choose ‘Create Deal’. Map the necessary fields such as deal title and person ID to ensure the deal is linked to the newly created person.

5. Conclusion

By following these steps, you can efficiently automate the process of creating deals in your CRM using Pabbly Connect. This integration allows you to manage leads from LinkedIn ads seamlessly, ensuring that every new lead is promptly converted into a deal in Pipe Drive.

Utilizing Pabbly Connect not only saves time but also enhances your lead management system, making it easier to track and manage potential clients.