Integrate Slack and Pipedrive with Webflow Using Pabbly Connect

Learn how to automate Pipedrive and Slack integrations with Webflow form submissions using Pabbly Connect. Step-by-step tutorial for seamless workflows. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect. This platform allows you to automate workflows between various applications, including Slack, Pipedrive, and Webflow.

Begin by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free, which grants you 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard, where you can create and manage your workflows.

2. Setting Up Webflow Form Submission Trigger

In this section, we will set up the trigger for our workflow using Pabbly Connect. The goal is to capture form submissions from Webflow and initiate the automation.

• Select Webflow as your trigger application.
• Choose the trigger event as ‘Form Submitted.’
• Create a new connection by entering the API token from your Webflow account.

After entering the necessary details, click on the ‘Save and Send Test Request’ button. This will ensure that the connection is properly established, and you will receive a response indicating successful setup.

3. Creating a Pipedrive Person and Lead

Next, we will create a Pipedrive person and lead based on the information received from the Webflow form submission. This step is crucial for managing your leads effectively using Pabbly Connect.

In the action application section, select Pipedrive. Choose the action event as ‘Create Person.’ You will need to connect your Pipedrive account by providing the API token. This token can be found in your Pipedrive account settings under API.

• Map the fields from Webflow to Pipedrive, such as first name, last name, and email.
• Ensure all required fields in Pipedrive are filled with the corresponding data from the Webflow submission.

After mapping the fields, click on ‘Save and Send Test Request’ to create the person and lead in Pipedrive. Confirm that the lead has been successfully created in your Pipedrive account.

4. Sending Slack Messages with Pabbly Connect

Once the Pipedrive person and lead have been created, it’s time to notify your team via Slack using Pabbly Connect. This ensures that your team is immediately informed of new leads.

Select Slack as your action application and choose the action event as ‘Send Channel Message.’ Connect your Slack account by providing the necessary permissions and token. Once connected, you can specify which channel to send messages to.

Draft a message that includes details like the lead’s name and email. Use dynamic fields to personalize the message based on the lead’s information.

After drafting the message, click on ‘Save and Send Test Request’ to verify that the message is sent successfully to the designated Slack channel.

5. Conclusion: Automating Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Slack, Pipedrive, and Webflow allows for a streamlined workflow that saves time and enhances productivity. By following the steps outlined above, you can easily automate the process of creating leads and notifying your team.

This automation not only improves efficiency but also ensures that your team is always updated with new leads in real-time. Start using Pabbly Connect today to enhance your business processes!