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

Learn how to automate the creation of Pipedrive persons from Zoho Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your workflow, you need to access Pabbly Connect. This platform allows you to integrate Zoho Forms with Pipedrive seamlessly. Begin by visiting the Pabbly Connect website and signing in or creating a free account.

Once logged in, you will be directed to the dashboard, where you can create workflows. This is where you will set up the integration between Zoho Forms and Pipedrive. Make sure to familiarize yourself with the user interface to ease the workflow setup process.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow for your integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Create Pipedrive Person on Zoho Form Submission’.

• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

Your workflow will consist of a trigger and an action. The trigger will be the submission of a form in Zoho Forms, while the action will be creating a new person in Pipedrive. This setup will automate the process effectively.

3. Setting Up Zoho Forms Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Zoho Forms as your trigger application. Choose the event as ‘New Form Submitted’. This means that every time a new form is submitted, it will trigger the workflow.

After selecting the trigger, you will receive a webhook URL. Copy this URL and head over to your Zoho Forms account. In Zoho Forms, navigate to your specific form, go to ‘Integrations’, and select ‘Webhooks’. Here, paste the copied webhook URL and set the content type to ‘application/json’.

• Remove any existing webhook URLs.
• Save the changes to integrate Zoho Forms with Pabbly Connect.

This setup ensures that every form submission will notify Pabbly Connect and trigger the next action.

4. Connecting Pipedrive in Pabbly Connect

Now that you have set up the trigger, the next step is to connect Pipedrive as your action application in Pabbly Connect. Select Pipedrive and choose the action event as ‘Create a Person’. This action will create a new contact in Pipedrive whenever a form is submitted.

To connect your Pipedrive account, click on ‘Add New Connection’. You will need to provide your Pipedrive API token. To find this token, log into your Pipedrive account, go to your profile, and access the API section. Copy the token and paste it into Pabbly Connect.

Ensure you have the correct permissions set in Pipedrive. Test the connection to ensure it is successful.

Once connected, you can map the data from the Zoho Forms submission to the fields in Pipedrive, ensuring that all relevant information is captured.

5. Mapping Data and Testing the Integration

With your Pipedrive account connected, it’s time to map the data fields from Zoho Forms to Pipedrive in Pabbly Connect. This mapping allows the system to know which data goes where. For instance, map the first name, last name, email, and phone number from the form submission to the corresponding fields in Pipedrive.

After mapping the fields, you can test the integration by submitting a test form through Zoho Forms. Once submitted, check Pipedrive to see if the new contact appears with the correct details. This step confirms that your automation is working as intended.

Submit a test response through Zoho Forms. Check Pipedrive for the newly created person.

Once you see the new person in Pipedrive, your integration is complete, and you can now manage leads more efficiently using Pabbly Connect.

Conclusion

This tutorial has guided you through the process of creating a Pipedrive person on Zoho Forms submission using Pabbly Connect. By automating this workflow, you can save time and ensure that no lead is missed. With these steps, your integration is now set up and ready to enhance your sales management process.