Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To integrate Pipe Drive with Click, start by accessing Pabbly Connect. Visit the Pabbly website and log into your account. If you are new, you can sign up for free and receive 100 tasks monthly to explore the features.
Once logged in, navigate to the Pabbly Connect app from the dashboard. Here, you can see all your workflows and create new ones. Click on the “Create Workflow” button to begin setting up your integration.
2. Creating a New Workflow in Pabbly Connect
In this section, you will create a workflow named “Real Estate Leads to Pipe Drive CRM in Seconds”. Selecting the appropriate folder for your workflow is essential for organization. After naming, click on “Create” to proceed.
- Choose a trigger application: Magic Bricks.
- Set the trigger event to “New Leads”.
- Connect Magic Bricks to Pabbly Connect using the provided webhook URL.
After setting up the trigger application, click on “Capture Webhook Response”. This will prepare the workflow to receive lead data from Magic Bricks, thus enabling seamless integration with Pipe Drive.
3. Connecting Pipe Drive with Pabbly Connect
Next, you will add an action step to connect Pipe Drive. Click on “Add New Action Step” and search for Pipe Drive. Select the action event “Create a Person” to add new leads directly to your CRM.
To establish this connection, you will need the API token from your Pipe Drive account. Follow these steps:
- Go to your Pipe Drive account and click on your profile.
- Navigate to “Personal Preferences” and then to “API”.
- Copy the API token and paste it into Pabbly Connect.
Once the connection is established, you can map the lead details from Magic Bricks into the corresponding fields in Pipe Drive, ensuring accurate data transfer.
4. Finalizing the Integration Workflow
After mapping the necessary fields, execute the workflow to test the integration. Click on “Save and Send Test Request” to check if the lead data is transmitted correctly to Pipe Drive.
Once the test is successful, you will see the new lead created in your Pipe Drive account. This confirms that the integration via Pabbly Connect is functioning as intended, allowing for real-time updates of leads.
Now, you can monitor your leads directly in Pipe Drive, streamlining your real estate business processes with automation.
Conclusion
In this tutorial, we demonstrated how to integrate Pipe Drive with Click using Pabbly Connect. This integration allows you to automate lead capture, enhancing your real estate business efficiency. Start using Pabbly Connect today to simplify your workflows and improve productivity.



