How to Create Pipedrive Person on Paperform Submission Using Pabbly Connect

Learn to automate the creation of Pipedrive Persons from Paperform submissions using Pabbly Connect with this detailed, step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of creating a Pipedrive Person on Paperform submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. This process takes just a couple of minutes and grants you access to 100 free tasks each month, allowing you to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name.

• Name your workflow as ‘Create Pipedrive Person on Paperform Submission’.
• Select a specific folder for organizing your workflow.
• Click ‘Create’ to proceed.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger represents the event that starts the workflow, while the Action is the response that occurs as a result of that trigger. Here, we will set Paperform as the trigger application.

3. Configuring Paperform as the Trigger

In this step, select Paperform as your trigger application within Pabbly Connect. You will then need to choose the trigger event, which is ‘New Form Submission’. This means that every time a form is submitted, it will initiate the workflow.

To connect Paperform to Pabbly Connect, you will need to insert the webhook URL provided by Pabbly into your Paperform settings. Edit your form, navigate to the ‘After Submission’ options, and select ‘Integrations’ followed by ‘Webhooks’. Here, add the webhook URL and ensure it is set to trigger on new submissions.

4. Testing the Paperform Integration

With the webhook set up, it’s time to test the integration. Go back to your Paperform and submit a test entry. Use dummy details such as first name, last name, email, phone number, and property type.

After submission, return to Pabbly Connect and wait for the webhook response. You should see the captured data from the form submission, confirming that the connection between Paperform and Pabbly Connect is successful.

• Ensure all fields are captured correctly, including first name, last name, email, and phone number.
• Verify that the response indicates a successful connection.

Once confirmed, you can proceed to set up the action step to create a person in Pipedrive.

5. Setting Up Pipedrive as the Action

Now that the trigger is configured and tested, you can set Pipedrive as your action application in Pabbly Connect. Select ‘Create Person’ as the action event. This step will allow you to add the lead captured from Paperform into your Pipedrive account.

To establish the connection, you will need your Pipedrive API token. Navigate to your Pipedrive account, go to your profile settings, and find the API section to copy the token. Paste this token into Pabbly Connect to create a new connection.

Map the fields from the Paperform submission to the corresponding fields in Pipedrive. Ensure to map first name, last name, email, and phone number correctly. Click on ‘Save and Send Test Request’ to verify the action.

After testing, check your Pipedrive account to confirm that the new person has been created successfully, completing the integration process.

Conclusion

This tutorial illustrates how to automate the creation of Pipedrive Persons from Paperform submissions using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently.

Utilizing Pabbly Connect for such integrations not only saves time but also improves the accuracy of your CRM data. Automate your workflows today!