How to Create Zoho Sheet Records for PipeDrive CRM Person Using Pabbly Connect

Learn how to create Zoho Sheet records for PipeDrive CRM Person using Pabbly Connect in this step-by-step tutorial. Automate your workflows effortlessly! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To create Zoho Sheet records for PipeDrive CRM Person, start by accessing Pabbly Connect. This platform allows you to integrate various applications seamlessly. Navigate to the Pabbly website by typing Pabbly.com in your browser.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. Once logged in, locate the Pabbly Connect app in the all apps section and click on ‘Access Now’ to reach the dashboard.

2. Create a New Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, you need to create a new workflow. Click on the plus sign and select ‘Create Workflow’. Name your workflow as ‘Create Zoho Sheet Records for PipeDrive CRM Person’ to keep it organized. using Pabbly Connect

Once your workflow is named, you will see a trigger and action window. In this case, the trigger application is PipeDrive, and the action application is Zoho Sheet. This means that when a new person is added to PipeDrive, the same details will be automatically added to Zoho Sheet.

3. Set Up Trigger for PipeDrive in Pabbly Connect

In the trigger window, select PipeDrive as the application name and choose the trigger event as ‘New Person’. Click on ‘Connect’ and then on ‘Add New Connection’. You will need to input your PipeDrive API token, which can be found in your PipeDrive account settings under ‘Personal Preferences’. using Pabbly Connect

After copying your API token, paste it into Pabbly Connect. Next, enter your PipeDrive company domain, which is typically found in the URL of your PipeDrive account. Click ‘Save’ and then ‘Send Test Request’ to proceed. This will capture the response from PipeDrive.

• Select PipeDrive as the trigger application.
• Choose ‘New Person’ as the trigger event.
• Connect using your API token and company domain.

Once the test request is sent, you will need to create a new person in your PipeDrive account to complete the setup. Fill in the necessary details such as full name, email address, phone number, and company name.

4. Set Up Action for Zoho Sheet in Pabbly Connect

Now that the trigger is set, it’s time to configure the action. In the action window, select Zoho Sheet and choose ‘Create Row’ as the action event. Click ‘Connect’ and then ‘Add New Connection’. Here, you’ll need to enter your Zoho domain, which is typically zoho.com. using Pabbly Connect

After entering the domain, click ‘Save’ and accept the permissions required for Pabbly Connect to access your Zoho Sheet. Once connected, select your workbook named ‘PipeDrive Contacts’, and the corresponding sheet will be automatically selected. You will now map the details from PipeDrive to the Zoho Sheet fields.

• Choose ‘Create Row’ as the action event for Zoho Sheet.
• Enter your Zoho domain and accept permissions.
• Select the workbook and map the required fields.

Map the fields such as name, email address, phone number, and organization name from the trigger response to the respective columns in your Zoho Sheet.

5. Test the Integration and Save Workflow

After mapping the fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you should see the new details added to your Zoho Sheet. This confirms that the integration between PipeDrive and Zoho Sheet via Pabbly Connect is functioning as intended.

To finalize, save your workflow in Pabbly Connect. This automation will ensure that every time a new person is added to your PipeDrive CRM, their details will be automatically recorded in your Zoho Sheet without any manual input.

Conclusion

In this tutorial, we explored how to create Zoho Sheet records for PipeDrive CRM Person using Pabbly Connect. By following the steps outlined, you can automate your workflows and ensure seamless data transfer between applications. This integration enhances efficiency and saves time in managing your CRM data.