Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Pipe Drive with Gmail, first, access Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Once there, sign in to your account using the options available at the top right corner.

If you are a new user, you can sign up for free and get 100 tasks monthly. This allows you to test the features of Pabbly Connect before committing to a paid plan. After signing in, navigate to the Pabbly apps page and select Pabbly Connect to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name it something like “Send Follow-up Emails for Website Form Leads”. Choose the appropriate folder for organization.

  • Click on the ‘Create’ button to finalize your workflow.
  • Ensure the workflow is named clearly for easy identification.

Once the workflow is created, you will see a prompt to enter your trigger application. This is the event that starts the automation process in Pabbly Connect. In this case, you will use the “Webhook” by Pabbly as your trigger application.

3. Setting Up the Trigger for New Form Submissions

For your workflow, select “Catch Webhook” as the trigger event. Click on ‘Connect’ to proceed. A unique webhook URL will be generated for you. This URL acts as a bridge to connect your website form to Pabbly Connect.

Copy the webhook URL and paste it into your website form’s code. Save the changes to ensure that the form can send data to Pabbly Connect whenever a new submission is made. After saving, return to your workflow to test the connection.

  • Submit a test form to capture the webhook response.
  • Verify that the response is received in your Pabbly Connect workflow.

Once you receive the response, it confirms that the connection between your website form and Pabbly Connect is working correctly. This sets the stage for further actions in your workflow.

4. Adding Pipe Drive to Your Workflow

Next, you will add Pipe Drive as an action application in your workflow. Select “Create a Person” as your action event. Click ‘Connect’ to establish a connection with Pipe Drive through Pabbly Connect.

To connect, you will need your Pipe Drive API token. Go to your Pipe Drive profile, navigate to “Personal Preferences” and then to “API” to copy your token. Paste this token back into Pabbly Connect and click ‘Save’.

  • Map the fields from the webhook response to Pipe Drive fields.
  • Ensure that you enter the correct details for the lead.

This allows Pabbly Connect to automatically add new leads from your website form into Pipe Drive, ensuring that all submissions are captured effectively.

5. Sending Follow-Up Emails Using Gmail

After adding leads to Pipe Drive, the next step is to send follow-up emails using Gmail. Search for Gmail in your action applications and select “Send Email” as the action event. Click ‘Connect’ to link your Gmail account with Pabbly Connect.

Choose your Google account and grant the necessary permissions. Now, map the recipient’s email address from the webhook response to the email field. Customize your email content, including a subject line and personalized message.

  • Enter a sender name and email subject.
  • Use dynamic fields to personalize the email content.

Once all details are filled, click ‘Save and Send Test Request’ to verify that the email is sent successfully. This finalizes your automation process, allowing Pabbly Connect to manage leads efficiently and communicate with them promptly.

Conclusion

This tutorial demonstrates how to automate lead management by integrating Pipe Drive and Gmail using Pabbly Connect. By following these steps, you can streamline your workflow and ensure timely follow-ups with potential clients.