Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To integrate Typeform with Pipe Drive, you first need to access Pabbly Connect. Start by visiting the Pabbly website by typing ‘pabbly.com’ in your browser. Once on the site, locate the options to sign in or sign up for a free account.

If you are an existing user, click on the ‘Sign In’ button. New users should select ‘Sign Up for Free’ to create an account and receive free tasks monthly. After logging in, navigate to the Pabbly apps page and select Pabbly Connect to proceed.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be directed to the dashboard where you can manage your workflows. Click on ‘Create From Scratch’ to start a new workflow. Name this workflow something descriptive, like “Connect Typeform to Pipe Drive Automatically”.

  • Click on the plus icon to create a new folder if needed.
  • Select the folder for your workflow, such as “Task Forms Automation”.
  • Click on ‘Create’ to finalize your workflow setup.

Your workflow is now created, and you will see a box prompting you to enter your trigger application. This is the first step in automating your workflow using Pabbly Connect.

3. Setting Up the Trigger with Typeform

In this step, you will set up Typeform as your trigger application in Pabbly Connect. The trigger event you want to select is “New Entry”. This means that whenever a new form submission occurs, it will trigger the workflow.

Click on ‘Connect’ and choose to add a new connection if you do not have one set up already. Authorize your Typeform account and select the specific form you wish to use, such as the “Registration Form”. Once connected, click on ‘Save and Send Test Request’ to ensure that your setup is working correctly.

4. Capturing the Form Submission Response

After testing the connection, you will need to make a test submission on your Typeform to capture the webhook response in Pabbly Connect. Copy the link to your form and paste it into a new tab.

Fill out the form with dummy data, such as entering your first name as “Demo” and last name as “Lead”. Submit the form to trigger the webhook response. You should see the response captured in your workflow, confirming that the integration is functioning as intended.

5. Adding Action Step to Create a Contact in Pipe Drive

Now that your Typeform submissions are being captured, it’s time to add an action step to create a contact in Pipe Drive using Pabbly Connect. Search for Pipe Drive in the action application section and select “Create a Person” as the action event.

Connect your Pipe Drive account by entering your API token, which you can find in your Pipe Drive profile under personal preferences. After entering the token, map the fields from your Typeform submission to the corresponding fields in Pipe Drive, such as name, email, and phone number. Click on ‘Save and Send Test Request’ to finalize the action.

Once you verify that the contact has been successfully created in Pipe Drive, your integration setup is complete. Now, you can automate the process of adding leads to your Pipe Drive CRM using Pabbly Connect.

Conclusion

In this tutorial, you learned how to integrate Typeform with Pipe Drive using Pabbly Connect. This automation allows for seamless lead management by automatically creating contacts in your CRM with every form submission. By following these steps, you can streamline your workflow and save valuable time.