Automate Creating Person and Deal in Pipedrive Using Pabbly Connect

Learn how to automate creating a person and deal in Pipedrive when a new email is received using Pabbly Connect. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Integration

To automate the process of creating a person and deal in Pipedrive, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account, create one to begin the integration process.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. This will allow you to set up a new automation workflow. You will be prompted to name your workflow, which is essential for identifying it later.

2. Configuring the Email Trigger in Pabbly Connect

After creating your workflow in Pabbly Connect, the next step is to configure the trigger. Select ‘Gmail’ as your trigger application. You will need to choose the event as ‘New Email’. This ensures that every time a new email is received, the automation will be triggered.

• Choose ‘Gmail’ as the trigger application.
• Select ‘New Email’ as the event.
• Connect your Gmail account to Pabbly Connect.

After connecting, authorize Pabbly Connect to access your Gmail account. This allows it to read incoming emails and initiate the workflow. You can then test the trigger to ensure it’s working correctly before proceeding.

3. Creating a Person in Pipedrive through Pabbly Connect

With the email trigger set, the next step is to create a person in Pipedrive. In the workflow, add an action step by selecting Pipedrive as your action application. Choose the action event as ‘Create Person’. using Pabbly Connect

In this step, you will map the email data to the fields required in Pipedrive. For example, you can extract the sender’s name and email from the incoming email and map them to the respective fields in Pipedrive. This ensures that every new email creates a corresponding person entry in Pipedrive.

4. Creating a Deal in Pipedrive through Pabbly Connect

After successfully creating the person, the next action is to create a deal in Pipedrive. Again, select Pipedrive as the action application and choose ‘Create Deal’ as the action event. This allows you to establish a deal associated with the newly created person. using Pabbly Connect

• Select ‘Create Deal’ as the action event.
• Map relevant fields such as deal title and value.
• Associate the deal with the person created in the previous step.

Ensure that the deal is linked to the correct person by using the person ID from the previous step. This creates a seamless connection between the person and the deal in Pipedrive, enhancing your CRM capabilities.

5. Testing and Activating Your Pabbly Connect Workflow

After setting up the actions to create a person and a deal, it is crucial to test your workflow. In Pabbly Connect, use the ‘Test’ feature to ensure that everything works as expected. Check if the person and deal are created accurately in Pipedrive based on the incoming email.

Once testing is successful, activate your workflow. This will enable the automation to run in real-time, automatically creating a person and deal in Pipedrive whenever a new email is received. You can monitor the workflow’s performance through the Pabbly Connect dashboard.

Conclusion

Using Pabbly Connect, you can efficiently automate the creation of a person and a deal in Pipedrive whenever a new email is received. This integration streamlines your workflow and enhances your CRM management.