Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating J Style and Pipe Drive CRM, you first need to access Pabbly Connect. Begin by visiting the Pabbly website at pabbly.com and signing in to your account. If you are a new user, you can create a free account, which allows you to use 100 tasks monthly.

Once logged in, navigate to the Pabbly apps page where you will find various applications. Click on the Pabbly Connect icon to access the dashboard. Here, you can create a new workflow that will facilitate the integration between J Style and Pipe Drive CRM.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see an option to create a new workflow. Click on the Pabbly Connect button, and select the option to create a workflow from scratch. You can choose between the new beta workflow builder and the classic version; for this tutorial, select the new beta.

  • Name your workflow: Automatically Send Real Estate Leads to Pipe Drive CRM
  • Select a folder for organization, such as ‘All Automations’
  • Click on the ‘Create’ button to finalize your workflow setup

Your workflow is now created successfully, and you can proceed to set up the trigger event that will initiate the automation process.

3. Setting Up the Trigger with J Style

Now, you need to set up the trigger for your workflow. The trigger is the event that starts the automation process. In this case, the trigger application is J Style. You will select the option for new leads as the trigger event.

After selecting J Style, you will be prompted to connect it with Pabbly Connect. A webhook URL will be generated, which you will need to send to your J Style account manager. They will set up this webhook on their end to ensure that the leads are sent to Pabbly Connect whenever they are captured.

4. Adding Action Steps to Pipe Drive CRM

With the trigger set up, it’s time to add action steps to your workflow. In this case, the action application will be Pipe Drive CRM. You will select the action event as ‘Create a Person’. This means that every new lead captured from J Style will automatically create a new contact in Pipe Drive CRM.

  • Click on ‘Add New Action Step’
  • Search for Pipe Drive and select ‘Create a Person’
  • Connect your Pipe Drive account by entering the API token found in your Pipe Drive settings

After connecting, you will need to map the fields from J Style to Pipe Drive CRM to ensure that the correct data is transferred. This mapping keeps your information dynamic and updated with every new lead.

5. Finalizing the Integration and Testing

Once you have mapped the fields, you can finalize the integration by saving the workflow and sending a test request. This will allow you to verify that everything is working correctly. You should see a confirmation that the lead has been successfully added to Pipe Drive CRM.

After testing, you can check your Pipe Drive account to confirm that the new contact has been created with all the relevant details such as name, phone number, and email address. This demonstrates how effectively Pabbly Connect automates your lead management process by integrating J Style and Pipe Drive CRM.

Conclusion

In this tutorial, we explored how to integrate J Style with Pipe Drive CRM using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every new lead is captured and organized efficiently in your CRM.