Pipedrive HubSpot Integration Using Pabbly Connect: Step-by-Step Guide

Learn how to integrate Pipedrive and HubSpot using Pabbly Connect. Follow this step-by-step guide to create Pipedrive persons on new form submissions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration between Pipedrive and HubSpot, first, access Pabbly Connect. This platform will facilitate the connection between these two applications seamlessly.

After logging into your Pabbly Connect account, navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the integration process. This step is crucial for linking Pipedrive with HubSpot effectively.

2. Selecting Applications in Pabbly Connect

In this step, you will select the applications you want to integrate using Pabbly Connect. Choose HubSpot as your trigger application. This will allow the integration to start with a new form submission from HubSpot.

• Select ‘HubSpot’ from the list of applications.
• Choose ‘New Form Submission’ as the trigger event.
• Connect your HubSpot account by following the authentication process.

Once these selections are made, you will be prompted to test the trigger to ensure everything is set up correctly. This step verifies that Pabbly Connect can receive data from HubSpot.

3. Configuring Pipedrive in Pabbly Connect

After successfully setting up HubSpot, the next step is to configure Pipedrive. In Pabbly Connect, select Pipedrive as your action application. This is where the data from HubSpot will be sent.

Choose the action event as ‘Create Person’. This action allows you to create a new person entry in Pipedrive whenever a new form is submitted in HubSpot. You will then need to connect your Pipedrive account to Pabbly Connect.

• Select ‘Create Person’ from the action options.
• Authenticate your Pipedrive account.
• Map the fields from HubSpot to Pipedrive, such as name, email, and phone number.

Once the mapping is complete, you can test this action to ensure that new entries are created correctly in Pipedrive. This step confirms the integration is functioning as intended via Pabbly Connect.

4. Finalizing the Integration Process

Now that both applications are configured, it’s time to finalize the integration in Pabbly Connect. This involves saving your workflow and ensuring it is active.

Click on the ‘Save’ button to store your workflow settings. You can also enable the workflow by toggling the switch to active. This ensures that every new form submission in HubSpot will automatically create a person in Pipedrive.

To monitor the integration, you can check the task history in Pabbly Connect. This feature allows you to see all the data transferred between HubSpot and Pipedrive, ensuring everything is working smoothly.

5. Conclusion: Streamlining Your Workflow with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Pipedrive and HubSpot allows for efficient data handling. By following these steps, you can automate the creation of new contacts in Pipedrive based on HubSpot form submissions.

This integration not only saves time but also ensures that your sales team has the most up-to-date information. Start using Pabbly Connect today to enhance your workflow!