Automate Pipedrive Person Creation from Webflow Form Submissions Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Webflow form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. This platform allows you to automate various tasks without coding. Start by visiting the Pabbly Connect website.

Once on the homepage, you will see the options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. You will receive 100 free tasks monthly, allowing you to explore the platform’s capabilities.

2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create Pipedrive Person on Webflow Form Submission.’ Organizing your workflows into folders helps keep your tasks structured.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

Once your workflow is created, you will see two important sections: Trigger and Action. The Trigger is the event that initiates the workflow, while the Action is what happens as a result. For this integration, the trigger will be a Webflow form submission.

3. Setting Up the Trigger for Webflow

To set up the trigger in Pabbly Connect, select Webflow as your application. Choose the trigger event as ‘Form Submitted’. This means every time a form is submitted on your Webflow site, it will trigger the workflow.

Next, connect your Webflow account by clicking on the ‘Connect’ button. You will need to log into your Webflow account and generate an API key. This key allows Pabbly Connect to access your Webflow data securely.

• Select Webflow as the trigger application.
• Choose the ‘Form Submitted’ event.
• Connect your Webflow account using the API key.

After connecting, test the trigger by submitting a form on your Webflow site. This will capture the response in Pabbly Connect, confirming that your trigger is set up correctly.

4. Setting Up the Action in Pipedrive

Now that your trigger is set, the next step is to set up the action in Pabbly Connect with Pipedrive. Choose Pipedrive as your action application and select ‘Create Person’ as the action event. This will allow you to automatically add new leads to your Pipedrive account.

Connect to your Pipedrive account by entering your API token, which you can find in your Pipedrive account settings. After connecting, map the fields from the Webflow form submission to the corresponding fields in Pipedrive, such as name, email, and phone number.

Select Pipedrive as the action application. Choose the ‘Create Person’ action event. Map the necessary fields from the Webflow form submission.

Once the fields are mapped, click on the ‘Save and Send Test Request’ button. This will create a new person in your Pipedrive account using the information from the Webflow form submission, confirming that your integration is successful.

5. Testing the Integration

After setting up the workflow, it’s crucial to test the integration to ensure everything works smoothly. Submit a new form on your Webflow site with different lead details. This will trigger the workflow in Pabbly Connect and create a new person in Pipedrive.

Check your Pipedrive account to confirm that the new lead appears with all the correct details. This testing phase ensures that your automation is functioning as intended, allowing you to capture leads effortlessly.

Submit a new lead form on Webflow. Verify the new lead in your Pipedrive account. Ensure all details are accurate and complete.

With this successful integration, every new lead from your Webflow form will automatically be added to your Pipedrive account, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to automate the creation of Pipedrive persons from Webflow form submissions using Pabbly Connect. By following the steps outlined, you can simplify your lead management process and ensure no leads are missed.