How to Create Pipedrive Person on Webflow Form Submission Using Pabbly Connect

Learn how to integrate Webflow and Pipedrive for lead management using Pabbly Connect. This step-by-step tutorial covers automation setup without any coding. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of creating a Pipedrive person on Webflow form submission, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you will see options to either sign in or sign up. If you’re a new user, click on the ‘Sign up for free’ button to create an account, which will provide you with 100 free tasks per month. If you already have an account, simply sign in to proceed.

2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you need to create a new workflow to automate the integration between Webflow and Pipedrive. Click on the ‘Create Workflow’ button to begin.

• Name your workflow, for example, ‘Create Pipedrive Person on Webflow Form Submission’.
• Select an appropriate folder for your workflow related to lead management.
• Click on the ‘Create’ button to proceed.

Once the workflow is created, you’ll see a blank canvas with two key sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens as a result of the Trigger. In this case, the Trigger will be a Webflow form submission, and the Action will be creating a person in Pipedrive.

3. Setting Up the Trigger with Webflow

The next step in your Pabbly Connect workflow is to set up the Trigger. Select Webflow as your trigger application and choose ‘Form Submitted’ as the trigger event.

To connect your Webflow account, click on ‘Connect’ and choose ‘Add New Connection’. You will need to enter an API key from your Webflow account. Navigate to your Webflow site settings, generate an API key, and paste it into Pabbly Connect.

4. Testing the Trigger and Capturing Data

After successfully connecting your Webflow account, you need to test the trigger to ensure it captures data correctly. To do this, submit a test form on your Webflow site.

• Fill in the form with test data, such as name, email, and phone number.
• Submit the form and return to your Pabbly Connect dashboard.
• Click on ‘Save and Send Test Request’ to capture the response.

Once the response is captured, you will see the data from the form submission displayed in Pabbly Connect, confirming that the connection is working properly.

5. Creating a Person in Pipedrive

Now that the trigger is set up and tested, the final step is to create a person in Pipedrive. Select Pipedrive as your action application and choose the action event ‘Create Person’. using Pabbly Connect

Connect to your Pipedrive account by entering the API token from your Pipedrive settings. Once connected, map the fields from the Webflow form submission to the corresponding fields in Pipedrive, such as name, email, and phone number.

After mapping the fields, click on ‘Save and Send Test Request’. This action will create a new person in your Pipedrive account based on the test data submitted through Webflow.

Conclusion

By following these steps using Pabbly Connect, you can easily automate the process of creating a person in Pipedrive whenever a form is submitted in Webflow. This integration streamlines your lead management and enhances your CRM capabilities without any coding required.