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Automatically Create Pipedrive Contacts from Website Form Submissions

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating your website form with Pipe Drive, first access Pabbly Connect. Open your web browser and type in pabby.com to reach the Pabbly homepage.

Here, you’ll find options to either sign in or sign up. If you are an existing user, click on the “Sign In” button. New users can click “Sign Up for Free” to receive 100 free tasks monthly, allowing you to test the platform.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on “Create from Scratch” to start a new workflow.

Name your workflow something like “Automatically Create Pipe Drive Contact from Website Form Submission”.
Select a folder for your workflow, such as “Task Forms Automation”.
Click on the “Create” button once you have named your workflow.

Your workflow is now created successfully. Next, you need to set up the trigger application that will initiate the automation.

3. Setting Up the Trigger in Pabbly Connect

In this step, select “Webhook by Pabbly” as your trigger application. The trigger event will be “Catch Webhook”. Click on “Connect” to proceed.

Pabbly Connect will generate a unique webhook URL for you. Copy this URL, as it will connect your website form to Pabbly Connect. You will need to paste this URL into your website form’s code.

4. Configuring the Action to Add Leads to Pipe Drive

Now that your trigger is set, it’s time to configure the action. Select “Pipe Drive” as your action application and choose “Create a Person” as the action event.

If you have an existing connection, click “Save”. Otherwise, click “Add New Connection”.
You will need to enter your API token from Pipe Drive, which can be found in your profile settings.
Once connected, map the fields from your form submission to the corresponding fields in Pipe Drive.

After mapping the fields, hit “Save and Send Test Request”. If successful, you will see the new lead created in Pipe Drive.

5. Finalizing the Integration Process

With everything set up, it’s time to finalize your integration. Check Pipe Drive to verify that the lead was created successfully with the details you mapped.

Now, every time you receive a new form submission, the details will automatically be added to your Pipe Drive account without any manual effort.

This seamless integration between your website form and Pipe Drive using Pabbly Connect will enhance your lead management process significantly.

Conclusion

In this tutorial, you learned how to integrate your website form submissions with Pipe Drive using Pabbly Connect. This automation will save you time and streamline your lead management process.