Create Pipedrive Person on Zoho Forms Submission Using Pabbly Connect

Learn how to automate the creation of a Pipedrive person on Zoho Forms submission using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho Forms Integration

To begin automating the creation of a Pipedrive person on Zoho Forms submission, first, access Pabbly Connect. This platform allows seamless integration between Zoho Forms and Pipedrive.

Navigate to the Pabbly Connect homepage by entering Pabbly.com/connect in your browser. You will see options to sign in or sign up. If you’re new, click on ‘Sign Up Free’ to create an account and receive 300 tasks each month to explore the software.

2. Creating a Workflow in Pabbly Connect

Once logged in, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, for example, ‘Create Pipedrive Person on Zoho Form Submission’.

• Select the appropriate folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup options. The trigger is the event that starts the automation, while the action is what happens as a result of the trigger.

3. Setting Up Zoho Forms Trigger in Pabbly Connect

In this step, select Zoho Forms as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Form Submitted’. This ensures that every time a form submission is received, the workflow will be triggered automatically.

Once you select the trigger event, you will be provided with a webhook URL. This URL needs to be copied and pasted into your Zoho Forms integration settings. Log into your Zoho Forms account, select the form you want to connect, and navigate to the ‘Integrations’ tab.

• Select the webhook integration type.
• Paste the copied webhook URL and set the content type to application/json.

After saving these settings, your Zoho Forms will now communicate with Pabbly Connect whenever a new submission is made.

4. Adding Pipedrive Action in Pabbly Connect

Next, you need to set up the action step in your workflow to create a person in Pipedrive. Select Pipedrive as the action application in Pabbly Connect and choose the action event ‘Create a Person’.

To connect your Pipedrive account, click on ‘Add New Connection’ and enter your API token from your Pipedrive account settings. Once connected, you will be prompted to map the fields from the Zoho Forms submission to the corresponding fields in Pipedrive.

Map the first name and last name from your Zoho Forms submission. Include the email and phone number in the respective fields.

This mapping ensures that the correct information is sent to Pipedrive whenever a new form submission occurs.

5. Testing the Integration Between Zoho Forms and Pipedrive

With both the trigger and action set up in Pabbly Connect, it’s time to test the integration. Go back to your Zoho Forms and submit a test response. Ensure that the details entered in the form are accurate.

After submitting, return to Pabbly Connect and check the workflow for a successful response. If everything is set correctly, you should see the new person created in your Pipedrive account with the details from the Zoho form.

This automated process not only saves time but also ensures that no leads are missed, improving efficiency in managing your sales pipeline.

Conclusion

By following these steps, you have successfully set up an automation using Pabbly Connect to create a Pipedrive person on Zoho Forms submission. This integration streamlines your lead management process, ensuring timely follow-ups and improved sales outcomes.