How to Create Pipedrive Person on Wix Forms Submission Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Wix Forms submissions using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Pipedrive person on Wix Forms submission, you first need to access Pabbly Connect. This platform allows you to automate workflows between applications like Wix Forms and Pipedrive seamlessly.

Visit the Pabbly Connect homepage and log in. If you are a new user, sign up to create an account. Once logged in, you will see the dashboard where all your integrations are managed.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect Wix Forms and Pipedrive using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

• Name your workflow (e.g., ‘Create Pipedrive Person on Wix Form Submission’).
• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will set up a trigger to initiate the process whenever a new form submission is received through Wix Forms.

3. Setting the Trigger for Wix Forms

To begin the automation, select Wix Forms as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Form Submission’. This ensures that every time a form is submitted, it will trigger the workflow.

Once you select the trigger event, Pabbly Connect will provide you with a Webhook URL. Copy this URL as you will need it to connect your Wix Forms account.

• Log in to your Wix Forms account.
• Navigate to the Automations section and create a new automation.
• Paste the Webhook URL in the Target URL field.

With this setup, your Wix Forms account is now integrated with Pabbly Connect, allowing you to capture form submissions automatically.

4. Connecting Pipedrive for Action

Next, you need to set up the action in your Pabbly Connect workflow. Select Pipedrive as your action application and choose the action event ‘Create Person’. This will create a new person in Pipedrive whenever a new form submission occurs.

To connect Pipedrive, you will need your API token. Log in to your Pipedrive account, navigate to your profile settings, and find the API section to retrieve your token. Enter this token in Pabbly Connect to establish the connection.

Map the form fields from Wix Forms to Pipedrive fields. Ensure you include first name, last name, email, and phone number. Click on ‘Save and Send Test Request’ to verify the integration.

Your Pipedrive account is now ready to receive new persons created from Wix Forms submissions through Pabbly Connect.

5. Testing the Integration

To test your integration, go back to your Wix Forms and submit a test entry. Fill in the form with dummy data and hit the submit button. This will trigger the workflow you set up in Pabbly Connect.

After submitting the form, check your Pipedrive account. Refresh the contacts page, and you should see the new person created with the information from the form submission. This confirms that your integration is working perfectly.

If everything has been set up correctly, you will see the newly created person in Pipedrive, demonstrating the efficiency of using Pabbly Connect to automate your workflows.

Conclusion

In this tutorial, you learned how to create a Pipedrive person from Wix Forms submissions using Pabbly Connect. This process automates lead management, saving you time and ensuring no leads are missed. Implementing this integration enhances your sales management effectively.