Integrate Wix Forms with Pipedrive Using Pabbly Connect: A Step-by-Step Guide

Learn how to create a Pipedrive person from Wix Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Wix Forms Integration

In this tutorial, we will learn how to integrate Wix Forms with Pipedrive using Pabbly Connect. This automation allows you to create a new person in Pipedrive every time there is a new form submission in Wix Forms. This process streamlines lead management and ensures that no inquiries are missed.

Pabbly Connect acts as the central hub for this integration, facilitating seamless communication between Wix Forms and Pipedrive. By automating this process, you can efficiently track and manage your leads without manual intervention.

2. Setting Up Pabbly Connect for Your Workflow

To start, you need to sign up or log in to your Pabbly Connect account. Navigate to the dashboard, where you will create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen.

• Select a name for your workflow, e.g., ‘Create Pipedrive Person on Wix Form Submission’.
• Choose a folder to save your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to proceed.

After creating your workflow, you will set up a trigger. Select Wix Forms as your trigger application and choose the event ‘New Form Submission’. This will ensure that every new submission in your Wix Forms will trigger the workflow.

3. Connecting Wix Forms to Pabbly Connect

Once you have set up the trigger in Pabbly Connect, you will receive a webhook URL. This URL is essential for connecting your Wix Forms to the workflow. Copy this URL and go to your Wix Forms account.

In Wix Forms, navigate to the Automations section and create a new automation. Choose the option to start from scratch, and name your automation ‘New Form Submission’. Set the trigger to Wix Forms and select the form you want to connect. Paste the webhook URL from Pabbly Connect into the Target URL field.

4. Testing Your Integration with Pabbly Connect

After setting up the webhook in Wix Forms, it’s time to test your integration. Go back to your Wix Forms and submit a test entry. Fill in the required fields such as first name, last name, email, and phone number, then hit the submit button.

Once the form is submitted, return to Pabbly Connect and check if the webhook received the response. You should see the details of the submission, confirming that the integration is working correctly. If the response is successful, you are ready to proceed to the next step.

5. Creating a Person in Pipedrive via Pabbly Connect

The final step in this integration is to set up the action in Pabbly Connect. Select Pipedrive as the action application and choose the event ‘Create Person’. This action will automatically create a new person in your Pipedrive account for every new form submission.

To connect Pipedrive with Pabbly Connect, you will need to enter your API token from your Pipedrive account. After entering the API token, map the fields from your Wix Forms submission to the corresponding fields in Pipedrive, such as first name, last name, email, and phone number. Once all details are mapped, save the settings and test the action.

Conclusion

In conclusion, using Pabbly Connect to integrate Wix Forms with Pipedrive allows you to automate the creation of new contacts seamlessly. This integration not only saves time but also enhances your lead management process. By following the steps outlined in this tutorial, you can ensure that every inquiry is promptly added to your Pipedrive CRM, streamlining your sales efforts.