Learn how to automate PipeDrive person creation from Contact Form 7 submissions using Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up PipeDrive Person Creation with Contact Form 7

In this section, we will learn how to automate PipeDrive person creation from Contact Form 7 submissions. This automation will help streamline your lead management process. By using Pabbly Connect, you can create a connection that triggers whenever there is a new form submission.

First, ensure you have a PipeDrive account and Contact Form 7 installed on your WordPress site. Next, log into your Pabbly Connect account and navigate to the dashboard. Here, you will create a new workflow to link your applications.

2. Creating a New Workflow in Pabbly Connect

To start, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Name your workflow something like ‘PipeDrive Person from Contact Form 7’. This will help you identify the workflow later. After naming your workflow, select Contact Form 7 as the trigger application.

  • Select ‘New Form Submission’ as the trigger event.
  • Connect your WordPress account by providing the necessary API URL.
  • Authorize the connection by following the prompts on the screen.

Once connected, you will need to set up the webhook URL provided by Pabbly Connect in your Contact Form 7 settings. This will ensure that form submissions are sent to your Pabbly workflow.

3. Configuring Contact Form 7 for Integration

Navigate to your WordPress dashboard and find Contact Form 7. Edit the form you wish to connect with PipeDrive. In the form settings, locate the ‘Webhooks’ option. Here, paste the webhook URL you copied from Pabbly Connect.

Make sure to save the changes to your form. This step is crucial as it enables the connection between your form and Pabbly Connect. After saving, test the form by submitting a sample entry.

4. Setting Up PipeDrive Integration in Pabbly Connect

Now that your form is connected, return to Pabbly Connect to set up the PipeDrive action. Click on ‘Add Action Step’ and select PipeDrive as the action application. Choose the ‘Create Person’ action event to create a new person in your PipeDrive account.

Next, you will need to connect your PipeDrive account. For this, you will need your API token from PipeDrive. Go to your PipeDrive account settings, find the API section, and copy your API token. Paste this token into Pabbly Connect to authorize the connection.

  • Map the fields from your Contact Form 7 to the corresponding fields in PipeDrive.
  • Ensure the first name, last name, email, and phone number are correctly mapped.
  • Click on ‘Save’ to finalize your setup.

After saving, send a test request to check if the person is created successfully in PipeDrive. If everything is set up correctly, you should see the new person appear in your PipeDrive account.

5. Testing the Automation Workflow

With your workflow set up, it’s time to test the automation. Go back to your Contact Form 7 and submit another test entry. Once submitted, return to Pabbly Connect to see if the data has been captured correctly.

Check the responses received in Pabbly Connect. If the data matches the submitted form, your integration is successful. You can now automate the process of creating new leads in PipeDrive from Contact Form 7 submissions.

Congratulations! You have successfully integrated Pabbly Connect with PipeDrive and Contact Form 7. This automation will save you time and streamline your lead management process.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In this tutorial, we explored how to automate PipeDrive person creation from Contact Form 7 submissions using Pabbly Connect. By following these steps, you can enhance your workflow efficiency and ensure that every lead is captured automatically.