How to Add Subscribers in Encharge When Contacts are Created in Pipedrive Using Pabbly Connect

Learn how to integrate Pipedrive and Encharge using Pabbly Connect to automatically add subscribers when new contacts are created. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pipedrive and Encharge, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Pipedrive and Encharge.

Visit the Pabbly website and navigate to the Pabbly Connect section. If you are a new user, sign up for a free account. Existing users can simply log in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the plus sign to start a new workflow and name it, for example, ‘Pipedrive to Encharge Integration’.

• Click on the ‘Create Workflow’ button.
• Select Pipedrive as your trigger application.
• Choose ‘New Person’ as the trigger event.

After setting up the trigger, you will need to connect your Pipedrive account by entering the required API token, which can be found in your Pipedrive account settings.

3. Configuring Pipedrive Settings in Pabbly Connect

In the Pabbly Connect interface, after selecting Pipedrive and the trigger event, you will be prompted to connect your Pipedrive account. Enter the API token you copied from your Pipedrive account settings. using Pabbly Connect

Next, you will need to enter your Pipedrive company domain. This is usually found in the URL of your Pipedrive account. For example, if your URL is ‘https://yourcompany.pipedrive.com’, your company domain will be ‘yourcompany’.

• Copy the API token from Pipedrive settings.
• Paste the API token into Pabbly Connect.
• Enter your Pipedrive company domain.

Once you have entered these details, click on ‘Save and Send Test Request’ to ensure the connection is successful.

4. Adding a Subscriber in Encharge

After successfully connecting Pipedrive, the next step is to set up the action in Encharge. Select Encharge as the action application and choose ‘Add or Update Person’ as the action event. using Pabbly Connect

Again, connect your Encharge account by authorizing Pabbly Connect to access your Encharge account. Once connected, you will need to map the data fields from Pipedrive to Encharge, such as email, first name, last name, and company name.

Map the email field from Pipedrive to Encharge. Map the first name and last name fields. Map the company name field accordingly.

After mapping the fields, click on ‘Save and Send Test Request’ to check if the subscriber is added in Encharge successfully.

5. Testing the Integration

To ensure that the integration works correctly, create a new contact in Pipedrive. For example, add a contact named ‘Kip Gupta’ with the necessary details.

Once you save the new contact, check your Encharge account to verify that Kip Gupta has been added as a subscriber. This step confirms that the integration between Pipedrive and Encharge via Pabbly Connect is functioning as expected.

By following these steps, you can automate the process of adding subscribers in Encharge every time a new contact is created in Pipedrive, showcasing the power of Pabbly Connect for seamless integrations.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add subscribers in Encharge when new contacts are created in Pipedrive. This integration simplifies your workflow and enhances productivity.