How to Automatically Add Webhook Leads to Pipedrive Using Pabbly Connect

Learn how to automatically add webhook leads to Pipedrive using Pabbly Connect. Follow this detailed tutorial 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 for Integration

To automatically add webhook leads to Pipedrive, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser.

Once on the landing page, if you’re a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. After signing in, locate and click on ‘Access Now’ to enter your Pabbly Connect account.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to choose between the new and classic workflow builder. Select the classic one for this tutorial.

Next, name your workflow as ‘Automatically Add Webhook Leads to Pipedrive’ and select a folder where you want to save it. If you don’t have a folder, you can create a new one by clicking on ‘Create New Folder’. Then, click ‘Create’ to proceed to the workflow window.

3. Setting Up the Trigger in Pabbly Connect

In the workflow window, the first step is to set up the trigger. Choose ‘Webhook by Pabbly’ as the trigger application. Then, select the trigger event as ‘Catch Webhook’. This will provide you with a unique webhook URL.

Copy this webhook URL and paste it into the application from which you are capturing leads. For this example, we will use Pabbly Form Builder. Navigate to the integrations section in Pabbly Form Builder and create a webhook by pasting the copied URL.

• Open Pabbly Form Builder and go to the integrations tab.
• Select ‘Create Webhook’ and paste the copied URL.
• Save the webhook configuration.

After saving, you can perform a test submission in your form to capture the lead details. This confirms that the webhook is working correctly with Pabbly Connect.

4. Setting Up the Action to Add Leads to Pipedrive

Once the webhook captures the lead data, the next step is to set up the action in Pabbly Connect. Choose ‘Pipedrive’ as the action application and select ‘Create Person’ as the action event.

To connect Pabbly Connect with Pipedrive, you’ll need your API token from Pipedrive. Navigate to your Pipedrive account, go to your profile, and find the API section to copy your API token. Paste this token into Pabbly Connect to establish the connection.

• Open Pipedrive and go to your profile settings.
• Copy the API token from the API section.
• Paste the token into Pabbly Connect and save the connection.

Now, map the fields from the webhook data to the Pipedrive fields. This ensures that the lead details are transferred correctly. Once all necessary fields are mapped, click on ‘Save and Send Test Request’ to finalize the integration.

5. Testing the Integration with Pabbly Connect

After setting up the action, it’s time to test the entire workflow. Submit a new lead through your form, which should trigger the webhook and pass the information to Pipedrive via Pabbly Connect.

Check your Pipedrive account to see if the new lead has been added successfully. You should see the details of the lead you just submitted. This confirms that the integration is working seamlessly, allowing you to automatically add webhook leads to Pipedrive.

With this setup, every time a lead submits their information, it will be automatically added to your Pipedrive CRM, streamlining your workflow and enhancing your lead management process.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automatically add webhook leads to Pipedrive. By following these steps, you can streamline your lead management process and enhance your business operations.