How to Create Deals in Pipedrive Automatically from Website Contact Form Leads Using Pabbly Connect

Learn how to automate the creation of deals in Pipedrive from website contact form leads using Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create deals in Pipedrive automatically, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com. Here, you can either sign in if you already have an account or sign up for free to get started.

Once signed in, navigate to the Pabbly Connect dashboard. This is where you will create your workflow to connect your website contact form leads with Pipedrive. Remember, Pabbly Connect is the key platform that facilitates this automation process.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to start setting up your automation. You will be prompted to name your workflow. Use a descriptive name like ‘Create Deals in Pipedrive Automatically from Website Contact Form Leads’. This will help you identify the workflow later.

• Select your preferred workflow builder: New Beta or Classic.
• Choose the folder to save your workflow.

After creating the workflow, you will need to select a trigger application. In this case, choose Contact Form 7 as your trigger application. This step is crucial as it initiates the automation whenever a new lead is submitted via your contact form. Pabbly Connect will handle the integration efficiently.

3. Setting Up the Trigger with Contact Form 7

Now that you have selected Contact Form 7 as your trigger application, you need to set the trigger event to ‘New Form Submission’. Click on Connect to establish a connection between Pabbly Connect and your Contact Form 7 plugin.

You will be provided with a webhook URL. Copy this URL and go to your WordPress dashboard where Contact Form 7 is installed. Edit the form you want to connect, and paste the webhook URL in the webhook settings. Don’t forget to save the changes!

4. Testing the Connection and Capturing Responses

With the webhook URL set, it’s time to test the connection. Submit a test lead through your contact form. This will allow Pabbly Connect to capture the response from the form submission. Check your workflow to see if the response has been successfully captured.

Once the test submission is successful, you will see the details populated in your Pabbly Connect workflow. This confirms that the connection between Contact Form 7 and Pabbly Connect is working as intended, ready to automate the creation of deals in Pipedrive.

5. Creating Deals in Pipedrive Automatically

Now, it’s time to create a deal in Pipedrive using the captured lead information. Add a new action step to your workflow and select Pipedrive as the action application. Choose ‘Create Person’ as the action event to start with.

Connect Pabbly Connect to your Pipedrive account by entering your API token. After connecting, use the mapping feature to automatically populate the fields with the details captured from the form submission. This ensures that every new lead creates a corresponding deal in Pipedrive without manual input.

Conclusion

In this tutorial, we demonstrated how to automate the creation of deals in Pipedrive from website contact form leads using Pabbly Connect. This integration saves time and ensures that every lead is efficiently handled, allowing you to focus on growing your business.