Learn how to automate deal creation in Pipe Drive using Pabbly Connect integration. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation with Pabbly Connect

To start automating your deal creation process in Pipe Drive, the first step is to set up the Pabbly Connect integration. This will allow you to connect your Typeform submissions directly to Pipe Drive, streamlining your workflow. Begin by signing into your Pabbly Connect account and navigating to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. For this tutorial, name it ‘Typeform Pipe Drive Integration’ and click on ‘Create’. This action will load your workflow page, where you will define the trigger and action for your automation.

2. Defining Trigger and Action in Pabbly Connect

Next, you will define the trigger and action for your Pabbly Connect integration. The trigger will be a new entry from Typeform, which starts the automation process. To set this up, search for ‘Typeform’ in the trigger module and select it. Then, choose the trigger event as ‘New Entry’.

  • Select ‘Add New Connection’ to connect your Typeform account.
  • Click ‘Connect with Typeform’ and authorize the connection.
  • Choose the specific form you created for deal submissions.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure the integration is working correctly. You will be prompted to manually fill out the Typeform to test the connection. Once submitted, you should see the captured data in your workflow.

3. Connecting Pipe Drive in Pabbly Connect

Now that you have your trigger set up with Typeform, the next step is to connect Pipe Drive as the action in your Pabbly Connect workflow. Search for ‘Pipe Drive’ in the action module and select the action event ‘Find or Create Organization’. This step is crucial as every deal is associated with an organization.

To connect to Pipe Drive, select ‘Add New Connection’ and enter your API key from your Pipe Drive account. Navigate to your Pipe Drive dashboard, click on your profile icon, and go to ‘Personal Preferences’. From there, access the API tab to get your API key. Paste this key into Pabbly Connect and save the connection.

4. Creating a Deal in Pipe Drive

After successfully connecting to Pipe Drive, you will proceed to create a deal. Add another action in your Pabbly Connect workflow by searching for ‘Pipe Drive’ again and selecting the action event ‘Create a Deal’. Use the existing connection you established earlier.

In this step, you will map the fields from your Typeform submission to the corresponding fields in Pipe Drive. For example, map the deal title from the first step and fill in other details like the deal’s value, organization ID, and person ID. After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the deal.

5. Conclusion

By following these steps, you have successfully automated the deal creation process in Pipe Drive using Pabbly Connect. This integration allows you to focus on closing deals rather than managing data entry. With the automation set up, every new Typeform submission will create a deal automatically in your Pipe Drive account.

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Utilizing Pabbly Connect for automation not only saves time but also enhances efficiency in your sales process. Start implementing this automation today to streamline your workflow and boost productivity.