Automate Dropbox Folder Creation for New Pipedrive Deals with Pabbly Connect

Learn how to automate Dropbox folder creation for new Pipedrive deals using Pabbly Connect. This step-by-step tutorial covers the entire integration process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Dropbox and Pipedrive Integration

To automate Dropbox folder creation for new Pipedrive deals, start by accessing Pabbly Connect. This tool allows you to create workflows that connect different applications seamlessly. First, visit the Pabbly Connect landing page and sign up for a free account to access automation tasks.

After signing in, select the Pabbly Connect product from your dashboard. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Pipedrive to Dropbox Integration.’ This name will help you identify your workflow later.

2. Setting Up the Trigger with Pipedrive

The first step in your Pabbly Connect workflow is to set up a trigger. In this case, you will choose Pipedrive as your trigger application. Search for Pipedrive in the trigger application field and select it.

• Select the trigger event as ‘New Deal’.
• Click on the ‘Connect’ button to establish a connection.
• Input your Pipedrive API key, which can be found in the personal settings of your Pipedrive account.

After entering your API key, provide your company domain from the Pipedrive URL. Click on ‘Save’ and then the ‘Send Test Request’ button to ensure the connection is successful. This step verifies that Pabbly Connect can receive data from Pipedrive.

3. Creating a Dropbox Folder as an Action

After successfully setting up the trigger, the next step in Pabbly Connect is to create a folder in Dropbox as an action. Select Dropbox as your action application and choose the action event as ‘Create Folder’.

• Click on the ‘Connect’ button and select ‘Add New Connection’.
• Log in to your Dropbox account if prompted.
• Leave the folder path blank to create a new folder at the root level.

Next, you will map the folder name using the data captured from the Pipedrive deal. Use the deal title from the previous step to name your new folder. For example, if the deal is named ‘Nature’s Deal,’ your folder will be named ‘Nature’s Deal Files.’ Click on ‘Save’ and send a test request to create the folder.

4. Testing the Automation in Pabbly Connect

Once you have set up the action, it’s important to test your automation in Pabbly Connect. Go back to your Pipedrive account and create a test deal. This can be done by adding a new contact and filling in the deal details such as name, value, and expected closure date.

After saving the new deal, check your Pabbly Connect workflow to see if the data from the new deal has been captured successfully. You should see the details populated in the response section, including the deal’s title and other relevant information.

5. Finalizing the Integration and Automating the Process

With the test deal created and data captured, you can finalize your integration in Pabbly Connect. Review the captured data to ensure everything is correct. If the test folder has been created in your Dropbox account, your automation is working as intended.

Once set up, this automation will run automatically whenever a new deal is created in Pipedrive, eliminating the need for manual folder creation. You only need to set this up once, and it will continuously work in the background to keep your workflow organized.

Conclusion

By using Pabbly Connect, you can easily automate the creation of Dropbox folders for new Pipedrive deals. This integration streamlines your workflow and helps keep your documents organized without manual effort. Start automating today to save time and improve efficiency!