Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Lead Automation

To start automating your lead capture process, you need to access Pabbly Connect. If you’re a new user, visit pabbly.com/connect and sign up for a free trial.

Existing users can directly log into their Pabbly Connect dashboard. Once logged in, you can begin creating workflows to integrate various applications like Typeform and Pipedrive.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on ‘Create Workflow’ to start building your lead capture system. You will be prompted to enter a workflow name, such as “Add Leads to Pipedrive”.

Next, select the application that will trigger this workflow. Choose “Typeform” as the source of your lead data. The trigger event should be set to “New Entry”. This setup ensures that every new form submission will initiate the workflow.

  • Click on ‘Create’ to finalize the workflow.
  • Select the action in Pipedrive as “Create a Person”.
  • Approve and create the workflow.

Your workflow is now set up, ready to connect to the applications involved in the lead capture process.

3. Connecting Typeform to Pabbly Connect

To connect Typeform to Pabbly Connect, open the Typeform connection settings within your workflow. Click on “Connect” and then select “Add a New Connection”.

Ensure you are logged into your Typeform account to authenticate the connection. After logging in, click the “Authorize” button to allow Pabbly Connect to access your Typeform data.

  • Choose the specific form you want to automate.
  • Select the response format as “Advanced”.
  • Click on “Save and Send Test Request” to verify the connection.

Once the test request is successful, it indicates that your Typeform is now properly linked with Pabbly Connect.

4. Connecting Pipedrive to Pabbly Connect

Next, you need to connect your Pipedrive account. Click on the “Connect” button in the Pipedrive section of your workflow. Select “Add a New Connection” and input your Pipedrive API token.

To find your API token, navigate to your Pipedrive account settings. Go to your profile picture, then select “Personal Preferences” followed by “API”. Copy the API token and paste it into Pabbly Connect.

  • Map the fields from Typeform to the corresponding fields in Pipedrive.
  • Click on “Save and Send Test Request” to create a new contact.
  • Check your Pipedrive account to confirm the new contact has been added.

After successfully mapping and testing, your Pipedrive account is now fully integrated with Pabbly Connect.

5. Finalizing Your Lead Capture Automation

With both Typeform and Pipedrive connected through Pabbly Connect, you can now finalize your lead capture automation. Ensure all fields are correctly mapped to allow for dynamic data insertion.

After mapping, click on the “Save and Send Test Request” button again to ensure everything works seamlessly. You should see confirmation that a new contact was created in Pipedrive based on your test submission.

  • Repeat the process for other applications like Google Ads or Facebook Ads.
  • Utilize Pabbly Connect to create workflows for various lead sources.
  • Test each workflow to ensure they function as intended.

With this setup, you have successfully automated your lead capture process, enhancing efficiency and accuracy in managing leads.

Conclusion

In this tutorial, we explored how to automate your lead capture system using Pabbly Connect with Typeform and Pipedrive. By following these steps, you can streamline your lead management process effectively.

Utilizing Pabbly Connect allows you to integrate multiple applications seamlessly, saving time and reducing manual errors. Start automating your workflows today!