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

Learn how to create leads in Pipedrive automatically from website contact form submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create leads in Pipedrive automatically from website contact form submissions, we will use Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are new, you can sign up for free and get access to 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can manage all your workflows. Click on the ‘Create Workflow’ button to start a new integration process. Select the new beta workflow builder for a modern experience, and name your workflow appropriately.

2. Setting Up the Trigger with Tally

The first step in our workflow is to set up the trigger application, which in this case is Tally. In Pabbly Connect, select Tally as your trigger application. Choose ‘New Response’ as the trigger event. This will activate the workflow whenever a new form submission is received.

• Select ‘Tally’ as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Click on ‘Connect’ to set up the connection.

Upon clicking connect, a webhook URL will be generated. This URL needs to be copied and pasted into your Tally account under the integrations section. Save the changes, and your Tally form will now send responses to Pabbly Connect.

3. Testing the Integration with a Form Submission

After setting up the webhook in Tally, it’s time to test the integration. Open your Tally contact form and submit a test entry. Ensure that you fill out all required fields to capture complete data. Once submitted, return to Pabbly Connect to check if the response has been captured.

You should see a message indicating that a response has been received. This confirms that the integration between Tally and Pabbly Connect is functioning correctly. The captured data will include the first name, last name, email, phone number, and city of the lead.

4. Creating a Person in Pipedrive

With the test submission successfully captured, the next step is to create a person in Pipedrive. In Pabbly Connect, add a new action step and select Pipedrive as the action application. Choose ‘Create Person’ as the action event and click connect.

To connect to Pipedrive, you will need to enter your API token, which can be found under your Pipedrive account settings. After entering the API token, you will be prompted to map the fields from the Tally response to the Pipedrive fields.

• Map the first name and last name from Tally to Pipedrive.
• Enter the email and phone number in the respective fields.
• Make sure to use dynamic mapping to ensure future submissions are captured.

Once all fields are mapped, click on ‘Save and Send Test Request’. You should receive confirmation that the person has been created in Pipedrive.

5. Creating a Lead in Pipedrive

After successfully creating a person, the final step is to create a lead in Pipedrive. Again, add a new action step in Pabbly Connect and select Pipedrive as the action application. This time, choose ‘Create Lead’ as the action event and click connect.

For this action, you will again use dynamic mapping. Map the person ID created in the previous step to the lead creation request. Complete any additional required fields, such as lead name and organization ID, and click on ‘Save and Send Test Request’ to create the lead.

Once you receive a positive response, check your Pipedrive account to confirm that the lead has been created successfully. You will see all the details populated from the Tally form submission.

Conclusion

In this tutorial, we demonstrated how to create leads in Pipedrive automatically from website contact form submissions using Pabbly Connect. By following these steps, you can streamline your lead generation process and ensure that no potential customer slips through the cracks.