Integrate Elementor with Pabbly Connect and Pipe Drive: A Step-by-Step Guide

Learn how to integrate Elementor with Pipe Drive using Pabbly Connect for seamless lead management. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Elementor with Pipe Drive, first, access Pabbly Connect. This platform allows seamless connectivity between various applications. Visit the Pabbly Connect website, where you can sign in or sign up for free to explore its features.

After signing in, you will find the dashboard with options to create workflows. This is where you will set up your integration between Elementor and Pipe Drive. By utilizing Pabbly Connect, you can automate the process of adding leads to your sales pipeline effortlessly.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. Name your workflow something descriptive like ‘Create Pipe Drive Person on Elementor Form Submission’.

• Select a folder to organize your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you can now set the trigger and action. This is essential for automating the process of capturing form submissions and adding them to Pipe Drive using Pabbly Connect.

3. Setting Up the Trigger with Elementor

In this step, you will set the trigger application as Elementor in Pabbly Connect. Choose the event ‘New Form Submission’ to ensure that every time a form is submitted, it triggers the workflow.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL needs to be integrated into your Elementor form. Copy this URL and proceed to your WordPress dashboard.

• Edit your form using Elementor.
• In the ‘Actions After Submit’ section, select ‘Webhook’ and paste the copied URL.

This connection allows Pabbly Connect to receive data from your Elementor form, automating the lead capture process effectively.

4. Adding Action to Create a Person in Pipe Drive

Now that your trigger is set up, it’s time to add the action to create a new person in Pipe Drive using Pabbly Connect. Select Pipe Drive as the action application and choose the event ‘Create Person’.

You will need to connect your Pipe Drive account to Pabbly Connect. To do this, enter your Pipe Drive API token, which you can find in your Pipe Drive account settings under ‘API’. Paste this token back into Pabbly Connect to establish the connection.

Map the fields from your Elementor form submission to the corresponding fields in Pipe Drive. Ensure to include name, email, and phone number for complete lead information.

This mapping ensures that every new form submission automatically creates a person in Pipe Drive, streamlining your sales process through Pabbly Connect.

5. Testing and Finalizing Your Integration

After setting everything up, it’s essential to test your integration. Go back to your Elementor form and submit a test entry. Ensure you fill out all required fields accurately.

Once you submit the form, check your Pipe Drive account to confirm that a new person has been created with the details you entered. This verification step is crucial to ensure that Pabbly Connect is functioning as expected and that leads are being captured correctly.

If the test is successful, your integration is complete! You can now rely on Pabbly Connect to automate the addition of new leads from Elementor to Pipe Drive, allowing you to focus on closing deals without manual data entry.

Conclusion

In this tutorial, we explored how to integrate Elementor with Pipe Drive using Pabbly Connect. By following these steps, you can automate lead management efficiently. With this setup, you can streamline your sales process and focus more on converting leads into customers.