How to Add OptinMonster Lead to Pipedrive as Person Using Pabbly Connect

Learn how to integrate OptinMonster with Pipedrive using Pabbly Connect to automate lead management effectively. Follow our step-by-step tutorial for seamless integration. 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.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by navigating to the Pabbly Connect website and either sign in or sign up for a free account, which grants you access to 300 tasks each month.

Once you are logged in, you will be directed to the Pabbly Connect dashboard. From here, you can create workflows that automate tasks between OptinMonster and Pipedrive. This integration will help you manage leads more effectively by automatically adding them to your Pipedrive account.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow; enter ‘Add OptinMonster Lead to Pipedrive as Person’ to keep it descriptive. using Pabbly Connect

• Select a folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you will see options for setting up triggers and actions. In this case, the trigger will be OptinMonster, and the action will be Pipedrive. This setup allows Pabbly Connect to automate the process of adding leads from OptinMonster into Pipedrive.

3. Setting the Trigger for OptinMonster

To set the trigger, select ‘OptinMonster’ as your trigger application and choose the event as ‘New Lead’. This configuration ensures that whenever a new lead is generated in OptinMonster, Pabbly Connect captures this event.

Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial for linking your OptinMonster form with Pabbly Connect. Copy the webhook URL to use it in your OptinMonster integration settings.

• Log in to your OptinMonster account and navigate to the form you created.
• In the form settings, go to ‘Integrations’ and select ‘Add a New Integration’.
• Choose ‘Webhook’ and paste the copied URL into the designated field.

After setting this up, you will have successfully connected OptinMonster with Pabbly Connect, allowing leads to be sent automatically to Pipedrive.

4. Setting the Action Step for Pipedrive

Next, you will configure the action step in Pabbly Connect. Select ‘Pipedrive’ as your action application and choose the event ‘Create Person’. This step is vital because it instructs Pabbly Connect to create a new person entry in Pipedrive whenever a lead is captured from OptinMonster.

To connect Pipedrive with Pabbly Connect, you need to enter your Pipedrive API token. Access your Pipedrive account, go to your profile settings, and find the API section. Copy the API token and return to Pabbly Connect to paste it into the required field.

Map the fields from OptinMonster to Pipedrive, such as first name, last name, email, and phone number. Select the appropriate label for the new person, such as ‘Customer’. Click on ‘Save and Send Test Request’ to ensure everything is set up correctly.

After saving the configuration, you will receive a confirmation that a new person has been successfully created in your Pipedrive account. This demonstrates that the integration is functioning as intended through Pabbly Connect.

5. Testing the Integration

To ensure that your integration is working properly, conduct a test by submitting a new lead through your OptinMonster form. Enter dummy data such as a name, email, and phone number, and click on the subscribe button.

Once the submission is completed, return to Pabbly Connect and check the webhook response. If the integration is successful, you should see the lead details reflected in your Pipedrive account, confirming that Pabbly Connect has effectively automated the process.

Repeat the test with different dummy data to verify consistency. Monitor the Pipedrive account for new entries to ensure leads are captured accurately.

With successful testing, your integration between OptinMonster and Pipedrive via Pabbly Connect is complete, allowing for efficient lead management.

Conclusion

In this tutorial, we explored how to integrate OptinMonster with Pipedrive using Pabbly Connect. This integration automates the process of adding new leads to your Pipedrive account, enhancing your lead management efficiency. By following the steps outlined, you can streamline your workflow and improve your business operations.