Create Pipedrive Person on Cognito Forms Submission Using Pabbly Connect

Learn how to automate Pipedrive person creation from Cognito Forms submissions using Pabbly Connect. Step-by-step guide 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

Accessing Pabbly Connect for Integration

To automate the creation of a Pipedrive person from Cognito Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for a free account that offers 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you will find various applications available for integration. Click on the ‘Access Now’ button for Pabbly Connect to begin your automation journey.

Creating a Workflow in Pabbly Connect

To set up the automation, you’ll need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Create Pipedrive Person on Cognito Form Submission’.
• Select a folder to save your workflow, such as ‘Pipedrive Automations’.

After filling in the details, click on the ‘Create’ button. This creates your workflow with a trigger and action window, which are essential for the automation process.

Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Cognito Forms’ as your trigger application. The trigger event you need to choose is ‘New Entry’, which captures new form submissions automatically.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Cognito Forms to Pabbly Connect. Log into your Cognito Forms account, navigate to the form settings, and enable the ‘Post JSON Data to Website’ option.

• Paste the copied webhook URL into the ‘Submit Entry Endpoint’ field.
• Save the changes to your form settings.

After saving, return to your workflow in Pabbly Connect, where you will see a status indicating it is waiting for a webhook response.

Setting Up the Action Step in Pabbly Connect

Now that the trigger is set, we will configure the action step in Pabbly Connect. Choose ‘Pipedrive’ as your action application and select the action event as ‘Create Person’. This action will add the lead as a contact in your Pipedrive account.

Click on the ‘Connect’ button to establish a connection between Pipedrive and Pabbly Connect. You will be prompted to enter your Pipedrive API token. To find this token, log into your Pipedrive account, go to your profile icon, select ‘Personal Preferences’, and then navigate to the ‘API’ section to copy the token.

Paste the API token into the designated field in Pabbly Connect. Map the necessary fields such as name, email, and phone number from the previous step to create a new person in Pipedrive.

After mapping the fields, click on the ‘Save and Send Test Request’ button to verify the connection.

Testing the Integration in Pabbly Connect

To confirm that everything is working as expected, perform a test submission using your Cognito Form. Fill out the form with test lead details and submit it. You should see a confirmation message indicating that the form submission was successful.

Return to your Pabbly Connect workflow and check if the webhook response has been captured. If successful, you will see the details of the test submission displayed in the workflow. This indicates that the integration between Cognito Forms and Pipedrive via Pabbly Connect is functioning correctly.

Finally, log into your Pipedrive account and refresh the page. You should see the new person created with the details from your test submission. This confirms your automation setup is complete and operational.

Conclusion

In this tutorial, we demonstrated how to automate the creation of a Pipedrive person from Cognito Forms submissions using Pabbly Connect. This integration streamlines your workflow, saving time and reducing errors. By following the steps outlined, you can efficiently manage your leads and enhance your productivity.