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

Learn how to create Pipedrive contacts from Elementor form submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Pipedrive contacts from Elementor form submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various applications available. Click on ‘Access Now’ under Pabbly Connect to begin creating your workflow. This platform will facilitate the integration between Elementor and Pipedrive seamlessly.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and you’ll be prompted to name your workflow. Name it ‘Create Pipedrive Contacts from Elementor Form Submission’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• Select ‘Elementor’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect, allowing it to trigger actions based on form submissions.

3. Connecting Elementor to Pabbly Connect

To connect Elementor to Pabbly Connect, you need to copy the provided webhook URL and paste it into your Elementor form settings. Open your WordPress site and navigate to the page where your Elementor form is located. Edit the page with Elementor.

• Click on the form widget and go to ‘Actions After Submit’.
• Add an action and select ‘Webhook’.
• Paste the webhook URL you copied from Pabbly Connect.

After pasting the URL, click on ‘Update’ to save your changes. This connection allows Elementor to send form data to Pabbly Connect whenever a form is submitted.

4. Setting Up Pipedrive Integration in Pabbly Connect

Now that Elementor is connected to Pabbly Connect, you can set up the action to create a Pipedrive contact. In your Pabbly Connect workflow, select ‘Pipedrive’ as the action application.

Choose ‘Create Person’ as the action event. If you haven’t connected your Pipedrive account yet, click on ‘Add New Connection’. You will need to provide an API token, which you can obtain from your Pipedrive account settings. After entering the API token, click on ‘Save’ to connect your Pipedrive account to Pabbly Connect.

5. Mapping Data and Testing the Workflow

With the connection established, you now need to map the data from the Elementor form to Pipedrive fields in Pabbly Connect. This mapping ensures that the correct information is sent to Pipedrive when a form is submitted.

Map the first name, last name, email, and phone number from the Elementor submission. Leave any non-required fields blank. Click on ‘Save’ and then send a test request to verify the integration.

Once the test request is successful, check your Pipedrive account to confirm that a new contact has been created with the submitted details. This completion indicates that the integration between Elementor and Pipedrive via Pabbly Connect is functioning correctly.

Conclusion

This tutorial detailed how to create Pipedrive contacts from Elementor form submissions using Pabbly Connect. By following these steps, you can automate your contact creation process and enhance your workflow efficiency.