How to Create Pipedrive Activities Every Month Using Pabbly Connect

Learn how to automate Pipedrive activities every month using Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create Pipedrive activities every month automatically, you need to access Pabbly Connect. This powerful integration platform allows you to automate workflows without any coding knowledge. Start by signing up for a free account on the Pabbly Connect landing page and log in to your dashboard.

Once logged in, click on the ‘Create Workflow’ button to initiate your automation setup. You can name your workflow something descriptive, like ‘Create Activities in Pipedrive Every Month’. This helps you easily identify your automation later.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger that will initiate the workflow. In Pabbly Connect, select the ‘Schedule by Pabbly’ option as your trigger. This feature allows you to schedule workflows based on your requirements.

• Choose ‘Dates of the Month’ to specify when the workflow should run.
• Select the day of the month, for example, the 1st.
• Set the time for the workflow to execute, like 11:30 AM.

After configuring these settings, click on the ‘Save’ button. Your workflow is now scheduled to run on the first day of each month at the specified time.

3. Creating the Pipedrive Activity

With the trigger set, the next step is to define the action that occurs when the trigger is activated. In this case, we want to create an activity in Pipedrive. In Pabbly Connect, search for and select ‘Pipedrive’ as your action app.

Choose the action event as ‘Create Activity’ and click on the ‘Connect’ button. You will need to input your Pipedrive API token, which you can find in your Pipedrive account under Personal Preferences. Copy this token and paste it into the provided field in Pabbly Connect.

4. Configuring Activity Details in Pabbly Connect

After connecting to Pipedrive, you will be prompted to fill in details for the activity you want to create. In Pabbly Connect, enter the subject of the activity, for example, ‘Retrospective Meeting’. You can also select the organization and assign the activity to a specific team member.

• Choose the type of activity, such as ‘Meeting’.
• Set the due date, due time, and duration for the activity.
• Add any notes relevant to the activity.

To set the due date dynamically, use the ‘Date Time Format’ feature in Pabbly Connect. This allows you to retrieve the current date, ensuring that the activity is always scheduled for the first of the month.

5. Testing and Saving the Workflow

Once all details are configured, it’s time to test your automation. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will attempt to create the activity in your Pipedrive account based on the parameters you set.

If successful, you will see a confirmation message, and the new activity will appear in your Pipedrive activities section. This confirms that your setup is correct and that the automation will run as planned every month.

Conclusion

In this tutorial, you learned how to automate the creation of Pipedrive activities every month using Pabbly Connect. By following these steps, you can streamline your sales activities and ensure consistent follow-up without manual effort. Set it up once, and let Pabbly Connect handle the rest automatically!