How to Create Pipedrive Contacts from Elementor Form Submission Using Pabbly Connect

Learn how to integrate Elementor with Pipedrive to create contacts automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Pipedrive contacts from Elementor form submissions, we will be using 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 free and get access to 100 tasks every month.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on Pabbly Connect to access the integration tools. Here, you can create workflows to connect different applications seamlessly.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow to integrate Elementor with Pipedrive. Click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow and choose a folder to save it in.

• Workflow Name: Create Pipedrive Contacts from Elementor Form Submission
• Folder: Automations

After naming your workflow, click on ‘Create’. You will now see the workflow window where you can set up the trigger and action. Here, we will select Elementor as the trigger application.

3. Setting Up Elementor as the Trigger

The first step in our workflow is to set Elementor as the trigger application. In Pabbly Connect, search for Elementor and select it. Choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new form is submitted on your Elementor site.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL, as we will need it to connect Elementor with Pabbly Connect.

Next, go to your WordPress site where Elementor is installed. Edit the page containing the form you want to connect. In the Elementor editor, find the form and click on it. Navigate to the ‘Actions After Submit’ section and add a new action by selecting ‘Webhook’. Paste the copied URL into the webhook URL field and click on ‘Update’. This connects your Elementor form to Pabbly Connect.

4. Creating Pipedrive Contacts from Form Data

Now that we have set up the trigger with Elementor, we will move to the action step where we create a Pipedrive contact. In Pabbly Connect, select Pipedrive as the action application. Choose the action event as ‘Create a Person’. This action will create a new contact in Pipedrive whenever the trigger is activated.

• Action Application: Pipedrive
• Action Event: Create a Person

Click on ‘Connect’ to link your Pipedrive account with Pabbly Connect. If you haven’t connected before, you will need to enter your Pipedrive API token. To get this token, log in to your Pipedrive account, click on your profile icon, go to ‘Personal Preferences’, and then ‘API’. Generate a new token and copy it back to Pabbly Connect to establish the connection.

5. Mapping Data from Elementor to Pipedrive

After establishing the connection, you will need to map the data from your Elementor form submission to the fields in Pipedrive. In Pabbly Connect, you will see fields for name, email, phone, and other details that need to be filled. Mapping ensures that the data entered in the form is accurately sent to Pipedrive.

For example, map the first name, last name, email, and phone fields from the Elementor submission to the corresponding fields in Pipedrive. This will allow Pabbly Connect to dynamically populate these fields with each new form submission.

After completing the mapping, click on ‘Save & Send Test Request’ to verify that a new contact is created in Pipedrive. If successful, you will see the new contact in your Pipedrive account with the details you submitted through the Elementor form, confirming that the integration works flawlessly.

Conclusion

In this tutorial, we demonstrated how to create Pipedrive contacts from Elementor form submissions using Pabbly Connect. By following the outlined steps, you can automate the process of capturing leads and managing contacts efficiently. This integration enhances your business operations and saves valuable time.