Creating Deals in Pipedrive from Elementor Form Submissions Using Pabbly Connect

Learn how to automate the creation of deals in Pipedrive from Elementor form submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. 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 Automation

To create deals in Pipedrive from Elementor form submissions, you will first need to access Pabbly Connect. This platform serves as the integration hub for connecting various applications seamlessly.

Start by navigating to Pabbly.com/connect in your web browser. If you are a new user, you can sign up for a free account that includes 100 tasks per month. Existing users can simply log in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will need to create a new workflow to begin the automation process. Click on the ‘Create Workflow’ button located in the top right corner.

In the workflow builder, select the beta version for a modern experience. Name your workflow ‘Create Deals in Pipedrive from Elementor Form Submissions’. You can also select a folder to save your workflow. This helps keep your automations organized.

• Click on the ‘Create’ button.
• Set up a trigger by clicking on ‘Add Trigger’.
• Select ‘Elementor’ as your trigger application.

After setting up the trigger, you can proceed to configure the action steps that will follow.

3. Setting Up the Trigger for Elementor Form Submissions

In this step, you will set up the trigger to listen for new submissions from your Elementor form. Select ‘New Form Submission’ as the app event. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Elementor form to Pabbly Connect. Go to your WordPress account where Elementor is installed and edit your form.

• Select ‘Actions After Submit’ in the form settings.
• Add a new action and choose ‘Webhook’.
• Paste the copied webhook URL and publish the form.

After publishing the form, it will be ready to send data to Pabbly Connect whenever a submission occurs.

4. Creating a Person in Pipedrive

Once you have set up the trigger, the next step is to create a new person in Pipedrive. Add an action step in your Pabbly Connect workflow and select Pipedrive as the application. using Pabbly Connect

Choose ‘Create Person’ as the app event. You will need to connect your Pipedrive account by entering your API token. You can find this token in your Pipedrive account settings under personal preferences.

Map the first name and last name from the form submission. Fill in other optional fields like phone number and email.

After mapping all the required fields, click on ‘Save and Send Request’. This will create a new contact in your Pipedrive account based on the form submission data.

5. Creating a Deal in Pipedrive

After successfully creating a person, the final step is to create a deal in Pipedrive. Add another action step in the same workflow and select Pipedrive again. using Pabbly Connect

This time, choose ‘Create Deal’ as the app event. You can use the same connection established previously. For the deal title, you can enter a static title like ‘Follow Up with’ followed by the lead’s name mapped from the previous step.

Select the status as ‘Open’. Map the person ID from the previous action to associate the deal with the created person.

Click on ‘Save and Send Request’. This action will create a new deal in your Pipedrive account, linked to the person you just created.

Conclusion

In this tutorial, we have successfully demonstrated how to create deals in Pipedrive from Elementor form submissions using Pabbly Connect. By following these detailed steps, you can automate your lead management effectively. This integration not only saves time but also enhances productivity by ensuring that every lead is promptly followed up.