How to Automatically Add New Leads from Typeform to Pipedrive CRM Using Pabbly Connect

Learn how to automate adding new leads from Typeform to Pipedrive CRM using Pabbly Connect. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Integration

To start automating the process of adding new leads from Typeform to Pipedrive CRM, you need to access Pabbly Connect. This powerful automation tool allows you to create seamless connections between applications without any coding knowledge.

Open your browser and go to the Pabbly Connect landing page by searching for Pabbly.com/connect. If you are a new user, you can sign up for free to explore the platform. Existing users should click on the sign-in button to access their accounts. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to begin the integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow for the integration. Click on the ‘Create Workflow’ button, and you will be prompted to choose a workflow builder. Select the new workflow builder for a modern interface.

• Enter a name for your workflow, such as ‘Add New Leads from Typeform to Pipedrive CRM Automatically’.
• Choose a folder to save your workflow, or create a new one if necessary.
• Click on the ‘Create’ button to proceed to the workflow window.

In this window, you will set up the trigger and action for your workflow. The trigger will initiate the workflow when a new lead is submitted through Typeform.

3. Setting Up the Trigger for Typeform

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button. Search for and select Typeform as the trigger application. Then, choose the ‘New Entry’ event as the trigger event.

Next, click on the ‘Connect’ button to establish a connection between Typeform and Pabbly Connect. If you haven’t set up a connection before, choose ‘Add a New Connection’. You will be prompted to grant permissions to Pabbly Connect to access your Typeform data. Accept the permissions to proceed.

• Select the form you want to use from your Typeform account.
• Click on ‘Save and Send Test Request’ to capture the webhook response.

After completing these steps, you will need to perform a test submission on your Typeform to capture the lead details.

4. Connecting to Pipedrive CRM Using Pabbly Connect

Once you have set up the trigger, the next step is to connect Typeform to Pipedrive CRM through Pabbly Connect. Click on the ‘Add New Action Step’ button and search for Pipedrive as the action application. Select it and choose the ‘Create Person’ action event.

Click on the ‘Connect’ button, and just like before, choose ‘Add a New Connection’. You will need to provide your Pipedrive API token, which can be found in your Pipedrive account settings under ‘Personal Preferences’ and then ‘API’.

Copy the API token from Pipedrive and paste it into the connection setup in Pabbly Connect. Click on ‘Save’ to establish the connection.

Now you can map the fields from the Typeform submission to the Pipedrive person creation fields, ensuring that the data flows seamlessly from one application to the other.

5. Testing the Integration with Pabbly Connect

After mapping the fields, it’s time to test your integration. Click on the ‘Save and Send Test Request’ button in the action step to create a new person in Pipedrive with the test data from Typeform. If successful, you will receive confirmation that the person has been created.

To verify, log into your Pipedrive account and check if the new lead appears with the details you provided during the test submission. This confirms that the integration is working correctly and that new leads from Typeform will now be added automatically to Pipedrive CRM through Pabbly Connect.

Whenever a new entry is submitted in Typeform, Pabbly Connect will handle the automation, ensuring that you don’t have to manually input lead details into your CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add new leads from Typeform to Pipedrive CRM. By following the steps outlined, you can streamline your lead management process and save valuable time. Embrace automation with Pabbly Connect to enhance your business efficiency.