How to Automate Pipedrive CRM Workflows

Learn how to automate Pipedrive CRM workflows with Pabbly Connect. This step-by-step guide covers integration with Google Ads and more. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your Pipedrive CRM workflows, first, you need to access Pabbly Connect. Start by navigating to pabby.com/connect in your web browser. This will direct you to the Pabbly Connect homepage.

On the homepage, you will see two options: ‘Sign In’ and ‘Sign Up Free.’ If you are a new user, click on ‘Sign Up Free’ to create an account and enjoy 100 free tasks every month. Existing users can simply sign in to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once signed in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard. To create a new workflow, click on the ‘Create Workflow’ button.

• Select ‘Create from Scratch’ for a new workflow.
• Choose either the Beta version for modern features or Classic for a familiar approach.
• Name your workflow (e.g., ‘Automate Pipedrive CRM Workflows’) and select a folder.

After naming your workflow, click the ‘Create’ button. You have now successfully set up a new workflow in Pabbly Connect.

3. Setting Up the Trigger with Google Ads

The next step is to set up a trigger. For this automation, we will use Google Ads as the trigger application. Select ‘Google Ads’ and choose ‘Lead Form Entry’ as the event.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Google Ads account and navigate to your lead form settings.
• Paste the webhook URL into the lead delivery settings under ‘Webhook Integration.’

After pasting the URL, click on ‘Send Test Data’ to verify the connection. You should see a successful response in Pabbly Connect, indicating that the trigger is set up correctly.

4. Adding Action Steps to Create a New Person in Pipedrive

Now that the trigger is set, it’s time to add action steps. Select ‘Pipedrive’ as your action application and choose ‘Create a Person’ as the event. Click ‘Connect’ to establish a new connection.

If prompted, enter your Pipedrive API token, which you can find in your Pipedrive account settings. Map the data fields from the Google Ads trigger to the Pipedrive fields, such as first name and last name. Click ‘Save and Send Test Request’ to create the new person in your Pipedrive account.

If successful, you will see a confirmation message in Pabbly Connect indicating that the new person has been created in Pipedrive.

5. Creating a New Deal in Pipedrive

After creating a new person, you can also create a new deal for that person. Again, select ‘Pipedrive’ for the action application and choose ‘Create Deal’ as the event.

Use the existing connection to Pipedrive. Map the deal title using the first and last name of the lead. Select the appropriate status and pipeline stage.

Click on ‘Save and Send Test Request’ to create the deal. A successful response will confirm that the deal has been created in Pipedrive, completing your automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate Pipedrive CRM workflows using Pabbly Connect. By setting up triggers from Google Ads and actions to create new persons and deals in Pipedrive, you can streamline your lead management process effectively. This integration not only saves time but also enhances productivity in your CRM operations.