How to Create Pipedrive Person on Contact Form 7 Submission Using Pabbly Connect

Learn how to create a Pipedrive person automatically on Contact Form 7 submission using Pabbly Connect. Follow this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To create a Pipedrive person on Contact Form 7 submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows and can create a new one specifically for integrating Contact Form 7 with Pipedrive. This platform enables seamless automation without any coding skills, making it user-friendly.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+ Create Workflow’ button. Name your workflow something descriptive like ‘Create Pipedrive Person on Contact Form 7 Submission’. This naming helps you identify the workflow easily in the future. using Pabbly Connect

• Select the trigger application as ‘Contact Form 7’.
• Choose the trigger event as ‘New Form Submission’.

After setting the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is ready to capture submissions from your Contact Form 7. This step is crucial for establishing the connection between the two applications.

3. Connect Contact Form 7 with Pabbly Connect

Next, you need to connect your Contact Form 7 to Pabbly Connect. Open your WordPress dashboard and navigate to the Contact Form 7 plugin. Select the form you want to integrate.

• Copy the webhook URL provided by Pabbly Connect.
• In your Contact Form 7 settings, go to the ‘Webhooks’ option and paste the copied URL.
• Save the changes to your form.

This connection allows Pabbly Connect to receive data from the Contact Form 7 submissions, enabling the automation process to begin. Make sure to test the webhook to confirm it is functioning correctly.

4. Create a Pipedrive Person on Submission

Now, it’s time to set up the action in Pabbly Connect to create a person in Pipedrive whenever a new submission is received. Select ‘Pipedrive’ as the action application and choose ‘Create Person’ as the action event. using Pabbly Connect

Enter the required fields such as name, email, and phone number. Use the mapping feature to dynamically pull this information from the Contact Form 7 submission data captured by Pabbly Connect. This ensures that each new submission creates a corresponding person entry in your Pipedrive account.

5. Test the Integration

Finally, test your integration to ensure everything works seamlessly. Go back to your Contact Form 7 and submit a test entry. After submission, return to Pabbly Connect and check if the person was created in your Pipedrive account.

If the test is successful, you will see the new person entry reflecting the details you submitted. This confirms that your integration is working correctly, allowing for automatic updates from Contact Form 7 to Pipedrive through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create a Pipedrive person automatically on Contact Form 7 submission using Pabbly Connect. By following these steps, you can streamline your lead management process and save valuable time.