Integrate FlexiFunnels with Pipedrive Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate FlexiFunnels with Pipedrive using Pabbly Connect. This detailed tutorial covers all steps to create a Pipedrive person on FlexiFunnels purchase. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating FlexiFunnels and Pipedrive, you first need to access Pabbly Connect. This platform allows you to automate processes without coding knowledge. Simply visit the Pabbly website, where you can sign up or log in to your existing account.

Once logged in, navigate to the dashboard. Here, you will see various Pabbly applications. To create the necessary connections, click on the option for Pabbly Connect. This will allow you to set up the workflow that connects FlexiFunnels and Pipedrive seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive title like ‘How to Create Pipedrive Person on FlexiFunnels Purchase’ and select an appropriate folder for organization.

• Click ‘Create’ to open the workflow window.
• Select ‘FlexiFunnels’ as the trigger application.
• Choose the trigger event as ‘New Purchase’.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. This URL is essential for connecting FlexiFunnels to your workflow. Copy this URL for the next steps.

3. Setting Up Webhook in FlexiFunnels

Now, log into your FlexiFunnels account to set up the webhook. Navigate to the product you want to connect with Pabbly Connect. Click on the product and go to the ‘Set Rules’ option in the left sidebar.

• Select ‘Product is Purchased’ as the trigger condition.
• Choose ‘Webhook’ as the action type.
• Paste the copied webhook URL into the designated field.

After configuring these settings, save your changes. This setup allows FlexiFunnels to send purchase data directly to Pabbly Connect whenever a transaction occurs.

4. Capturing the Webhook Response

To proceed, you need to test the webhook by making a purchase in FlexiFunnels. Enter the required details and complete the order. This action triggers FlexiFunnels to send a response back to Pabbly Connect.

Once the purchase is successful, return to your Pabbly Connect workflow. You should see that the webhook response has been captured, displaying all the customer details entered during the purchase. This confirms that the integration is functioning correctly.

5. Creating a Person in Pipedrive Using Pabbly Connect

Now, it’s time to set up the action in your workflow. Select ‘Pipedrive’ as the action application and choose the action event as ‘Create Person’. You will then need to connect your Pipedrive account by entering your API token.

To obtain the API token, log into Pipedrive, go to your profile settings, and find the API section. Copy the token and paste it into Pabbly Connect. After connecting, map the fields from the webhook response to the corresponding fields in Pipedrive, such as name, email, and phone number.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. If successful, a new person will be created in your Pipedrive account with the details from the FlexiFunnels purchase. This automation ensures that every new purchase is recorded in your CRM without manual input.

Conclusion

This tutorial demonstrated how to integrate FlexiFunnels with Pipedrive using Pabbly Connect. By following these steps, you can automate the process of creating a Pipedrive person for every FlexiFunnels purchase, making your sales tracking more efficient and effective.