How to Create Deals in Pipedrive with Pabbly Connect and Webhooks

Learn how to create deals in Pipedrive using Pabbly Connect with newly caught webhooks from Jotform. Step-by-step tutorial with detailed instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Webhooks Integration

To create deals in Pipedrive using Pabbly Connect, first, access your Pabbly Connect account. This platform allows seamless integration of various applications, including Jotform and Pipedrive, through webhooks. using Pabbly Connect

Once logged in, click on the big blue button labeled ‘Create Workflow’. Name your workflow something like ‘Create Deals in Pipedrive with Newly Caught Webhooks’ and click ‘Create’. This initializes your workflow, where you can set up your trigger and action steps.

2. Configuring the Trigger with Jotform Webhooks

The next step involves setting up the trigger using Jotform. Here, you will utilize the webhook feature to capture form submissions. Select ‘Webhook’ as your trigger event in Pabbly Connect. using Pabbly Connect

• Navigate to your Jotform account and open the form you want to use.
• Go to the settings of the form and select ‘Integrations’.
• Choose ‘Webhooks’ and paste the webhook URL provided by Pabbly Connect.

After pasting the webhook URL, complete the integration. This allows Pabbly Connect to receive data from Jotform whenever the form is submitted, enabling the creation of deals in Pipedrive based on the captured data.

3. Creating a Deal in Pipedrive from the Webhook Data

Once your webhook is set up, you need to ensure that the data from Jotform is correctly processed to create a deal in Pipedrive. Start by selecting Pipedrive as your action application in Pabbly Connect. using Pabbly Connect

For the action event, choose ‘Find Person’. You will need to connect your Pipedrive account by providing the API token from your Pipedrive settings. This allows Pabbly Connect to access your Pipedrive account and check if the person associated with the deal already exists.

• Map the email field from the Jotform response to search for a person in Pipedrive.
• Set the search to find an exact match for the email provided in the form.

If the person exists, Pabbly Connect will retrieve their details, allowing you to create a deal directly. If not, you will need to handle this scenario with a router.

4. Handling Existing and New Persons with a Router

In this step, you will use a router in Pabbly Connect to differentiate between existing and new persons in Pipedrive. This is crucial because a deal can only be created if the associated person exists. using Pabbly Connect

Set up two routes: one for when the person exists and one for when they do not. For the existing person route, you will proceed to create a deal directly using the ‘Create Deal’ action in Pipedrive.

If the person exists, map the person ID to the deal creation step. Fill in the deal details such as title and value using data from the webhook response.

If the person does not exist, the router will trigger the creation of a new person in Pipedrive before creating the deal. This ensures that all necessary data is handled correctly.

5. Finalizing the Workflow and Testing

After setting up both routes, finalize your workflow by testing it. Use the test feature in Pabbly Connect to ensure that the integration works as expected. Fill out the Jotform and submit it to see if a deal is created in Pipedrive. using Pabbly Connect

Check Pipedrive for the newly created deal. If everything is set up correctly, you should see the deal reflecting the details from the Jotform submission. This confirms that Pabbly Connect has successfully integrated Jotform with Pipedrive using webhooks.

By following these steps, you have automated the process of creating deals in Pipedrive using Pabbly Connect, making your workflow more efficient and streamlined.

Conclusion

In this tutorial, we explored how to create deals in Pipedrive using Pabbly Connect with Jotform webhooks. By following the detailed steps, you can streamline your workflow and enhance productivity.