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Sync Website Form Submissions to Pipedrive Using Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Simply type pabbly.com in your browser to reach the landing page. Here, you can sign in if you are an existing user, or sign up for free if you are new.

Upon signing in, you’ll be taken to the Pabbly apps page. Click on Pabbly Connect to access the app dashboard, where you can create new workflows or manage existing ones. This will be the central hub for integrating your website form with Pipedrive.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the “Create Workflow” button to start a new project. Name your workflow, such as “Sync website form submission to Pipedrive using Pabbly Connect”. Choose an appropriate folder for organization.

Click on “Create” to set up the workflow.
Select “Webhook by Pabbly” as the trigger application.
Choose “Catch Webhook” as the trigger event.

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL will act as a bridge between your website form and Pabbly Connect.

3. Connecting Your Website Form to Pabbly Connect

To connect your website form with Pabbly Connect, you will need to insert the provided webhook URL into your form’s code. Open your form’s code in a text editor and replace any existing webhook URL with the one generated by Pabbly Connect.

After saving the changes, go back to your workflow in Pabbly Connect and refresh the page. You will see a message indicating that it is waiting for a webhook response. Now, perform a test submission on your website form to capture the details.

4. Capturing the Webhook Response in Pabbly Connect

After submitting the form with dummy details, return to Pabbly Connect to check if the details were captured successfully. You should see the submitted information, confirming that the webhook setup is functioning correctly.

This step is crucial as it verifies that Pabbly Connect is receiving data from your website form. If everything is set up properly, you will see the lead details captured in the workflow.

5. Adding Action Step to Create a Person in Pipedrive

Now that you have confirmed the webhook is working, it’s time to add the action step. Click on “Add New Action Step” in Pabbly Connect and search for Pipedrive. Select “Create Person” as the action event.

You will need to connect Pabbly Connect to your Pipedrive account by entering your API token. This token can be found in your Pipedrive profile under personal preferences. Once connected, map the fields from the form submission to the corresponding fields in Pipedrive.

Map the name, email, and phone number fields accordingly.
Ensure to skip any unnecessary fields.
Click “Save and Send Test Request” to finalize the setup.

Once you receive a positive response, check your Pipedrive account to confirm that the new lead has been created successfully. This process illustrates how Pabbly Connect automates the integration between your website form and Pipedrive.

Conclusion

In this tutorial, we explored how to integrate your website form with Pipedrive using Pabbly Connect. By following these steps, you can automate lead capture and enhance your CRM efficiency. This integration is essential for streamlining your workflow and ensuring no lead goes unnoticed.