How to Create Pipedrive Person on Google Forms Submission Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from Google Forms submissions using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Google Forms with Pipedrive, access Pabbly Connect by opening a new tab in your browser and searching for Pabbly Connect. This platform enables seamless automation without the need for coding skills.

If you don’t have an account yet, click on the ‘Sign Up for Free’ button. This process takes just a couple of minutes and provides you with 100 free tasks every month. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow according to its function, such as ‘Create Pipedrive Person on Google Forms Submission’. This helps in identifying the purpose of the workflow later.

• Click on ‘Create’ to proceed to the next step.
• Select the appropriate folder where you want to save this workflow.
• Ensure that your workflow is named clearly for easy identification.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger will be set to Google Forms, which will initiate the workflow every time a new form submission occurs.

3. Setting Up Google Forms as a Trigger

In this step, you will configure the trigger in Pabbly Connect. Search for Google Forms in the trigger application section and select it. The trigger event you will choose is ‘New Response Received’.

Once selected, you will need to connect Google Forms to Pabbly Connect using a webhook URL. Copy the provided webhook URL and navigate to your Google Forms. Ensure that your Google Form is linked to a Google Sheet, where all responses will be collected.

• Go to the Google Sheets associated with your Google Form.
• Access the ‘Extensions’ menu and find the Pabbly Connect Webhooks extension.
• If you don’t have the extension, install it from the Google Workspace Marketplace.

After installing, refresh your spreadsheet and set up the initial configuration to connect your Google Sheet to Pabbly Connect. This will allow new form submissions to trigger the workflow.

4. Connecting Pipedrive as an Action

Now that you have set up Google Forms as a trigger, it’s time to set Pipedrive as the action in Pabbly Connect. Search for Pipedrive in the action application section and select it. The action event to choose is ‘Create Person’.

You will need to connect Pipedrive to Pabbly Connect using an API token. To get this token, log into your Pipedrive account, navigate to your profile, and find the API section under personal preferences. Generate a new API token, copy it, and paste it into Pabbly Connect.

Map the required fields from your Google Forms response to the corresponding fields in Pipedrive. Ensure that you fill in the first name and last name using the full name provided in the form. You can use the Text Formatter by Pabbly Connect to split the full name into first and last names.

Once all details are mapped correctly, you can test the action to confirm that a new person is created in Pipedrive based on the Google Forms submission.

5. Testing the Integration

To finalize the setup, you need to test the integration. Go back to your Google Form and make a new test submission. Fill in the fields with sample data and submit the form. This action should trigger the workflow in Pabbly Connect.

After submitting the form, check your Google Sheets to ensure the new response appears. Then, switch back to Pabbly Connect and confirm that the webhook response has been received. This will indicate that your integration is functioning correctly.

Verify that the new lead details have been captured in Pipedrive. Ensure that all fields are correctly populated as per the Google Forms submission. Repeat the test with different data to ensure reliability.

Once confirmed, your automation is set up successfully. You can now create a new Pipedrive person automatically with each Google Forms submission, enhancing your lead management process.

Conclusion

In this tutorial, you learned how to create a Pipedrive person automatically from Google Forms submissions using Pabbly Connect. This integration streamlines your lead capture process, ensuring no potential customer is missed.

With the steps outlined, you can easily set up this automation and enhance your workflow efficiency. Start using Pabbly Connect today to simplify your integrations!