Integrate Pabbly Form Builder Leads to Pipedrive with Pabbly Connect

Learn how to seamlessly integrate Pabbly Connect leads to Pipedrive using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. 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 Pabbly Connect and Pabbly Form Builder

In this section, we will explore how Pabbly Connect facilitates the integration between Pabbly Form Builder and Pipedrive. Pabbly Form Builder is a powerful tool for creating forms, while Pipedrive serves as a robust CRM system.

By using Pabbly Connect, you can automate the process of capturing leads from your forms and adding them directly into your Pipedrive account. This integration is crucial for businesses aiming to streamline their customer management processes.

2. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, navigate to the Pabbly website and select the Connect option. If you are a first-time user, click on the ‘Sign Up for Free’ button to create an account. Once logged in, access the Pabbly Connect dashboard.

Here’s how to set up your integration:

• Visit the Pabbly website and click on ‘Products’.
• Select ‘Pabbly Connect’ from the list of products.
• Sign in to your account or create a new one.

After logging in, click on the ‘+’ icon to create a new workflow. Name your workflow as ‘Pabbly Form Builder to Pipedrive Integration’ and click ‘Create’. This sets the stage for your integration.

3. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for the integration. Select Pabbly Form Builder as your application and choose the trigger event as ‘New Form Submission’. This action will initiate the process whenever a form is filled out.

After selecting the trigger, you will see a Webhook URL. Copy this URL, as it will be used in your Pabbly Form Builder to capture submissions.

• Open your Pabbly Form Builder dashboard.
• Select the form you want to integrate and click on ‘Edit’.
• Navigate to the ‘Integrations’ tab and create a new Webhook.

Paste the copied Webhook URL into the integration settings and save. This completes the trigger setup on the Pabbly Form Builder side.

4. Capturing Form Submission Data in Pabbly Connect

With the trigger set up, it’s time to test the integration. Go back to your form and fill it out as a customer would. For example, enter a name, email, and other relevant details. After submission, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will fetch the details you just submitted.

Once the response is captured, you will see all the details displayed in Pabbly Connect. This verifies that the integration is working correctly, as the data from the Pabbly Form Builder is now available for further processing.

Ensure the form is filled out accurately. Click on ‘Save and Send Test Request’ in Pabbly Connect. Check for successful response confirmation.

This step confirms that Pabbly Connect has successfully captured the data from your form submissions.

5. Adding Leads to Pipedrive Using Pabbly Connect

Now that we have captured the data, we will set up the action to add leads to Pipedrive. Select Pipedrive as the action application and choose ‘Create Person’ as the action event. This action will create a new contact in your Pipedrive account based on the form submission.

To connect your Pipedrive account, you will need an API token. You can find this in your Pipedrive account settings under ‘API’. Copy this token and paste it into Pabbly Connect to establish the connection.

Log into your Pipedrive account and navigate to settings. Find the API section and copy your API token. Paste the token into Pabbly Connect and save the connection.

Once connected, map the fields from the form submission to the corresponding fields in Pipedrive. This includes names, email addresses, and phone numbers. After mapping, click on ‘Save and Send Test Request’ to finalize the integration.

Conclusion

In conclusion, integrating Pabbly Form Builder leads to Pipedrive using Pabbly Connect streamlines your customer management process. This automation ensures that every lead captured through your forms is automatically added to your CRM, enhancing efficiency and organization.

By following the steps outlined in this tutorial, you can effectively set up this integration and start managing your leads more efficiently. Utilizing Pabbly Connect for such integrations can significantly improve your business operations.