How to Set Up Webhook Inside Pipeline CRM with Pabbly Connect

Learn how to set up a webhook inside Pipeline CRM using Pabbly Connect for seamless integration of new leads and deals. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pipeline CRM and Pabbly Connect

In this section, we will explore how to set up a webhook inside Pipeline CRM using Pabbly Connect. Pipeline CRM is a powerful tool that helps businesses manage their sales processes and customer interactions efficiently.

By using Pabbly Connect, you can automate the process of sending information from Pipeline CRM to other applications. This setup ensures that you never miss any new leads or important updates in your CRM system.

2. Setting Up the Trigger in Pabbly Connect

To begin the integration, first access Pabbly Connect and select Pipeline CRM as your trigger application. In the trigger event, choose ‘New Person’ to respond to new leads.

• Open Pabbly Connect and create a new workflow.
• Select Pipeline CRM as your trigger application.
• Choose ‘New Person’ as the trigger event.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for connecting Pipeline CRM with Pabbly Connect, allowing you to receive updates whenever a new lead is created.

3. Connecting Pipeline CRM to Pabbly Connect

Now, copy the webhook URL generated by Pabbly Connect and log in to your Pipeline CRM account. Navigate to your profile icon, then go to ‘Account Settings’ and select ‘Automations’.

• Click on ‘Create New Automation’.
• Name your automation (e.g., ‘New Leads’).
• Set the condition to trigger when a new person is created.

After setting up the automation, paste the webhook URL into the ‘Target URL’ field in Pipeline CRM. This allows the CRM to send data to Pabbly Connect whenever a new lead is added.

4. Testing the Integration Process

With the webhook URL in place, it’s time to test the integration. First, create a test submission in your lead form to generate a new lead.

After submitting the test lead, go back to Pabbly Connect and check for a response. You should see the details of the new lead, confirming that the integration is working correctly. This step ensures that data flows seamlessly from Pipeline CRM to Pabbly Connect.

5. Finalizing the Setup and Next Steps

Once you have confirmed that the integration is successful, activate your automation in Pipeline CRM. This will ensure that every time a new lead is created, Pabbly Connect will receive the information automatically.

To further enhance your workflow, you can integrate other applications with Pabbly Connect to share lead details with your sales team or other platforms. This creates a comprehensive system for managing your leads effectively.

Conclusion

Setting up a webhook inside Pipeline CRM using Pabbly Connect simplifies the process of managing new leads and automates your sales workflow. By following these steps, you can ensure that your CRM is always up-to-date and that no lead is missed.