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

Learn how to automate the creation of Pipedrive persons from Paperform submissions using Pabbly Connect. Step-by-step tutorial with all necessary details. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

In this section, we will learn how to access Pabbly Connect to set up our integration between Paperform and Pipedrive. First, visit the Pabbly Connect homepage by typing the URL Pabbly.com/connect in your browser. You will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Once registered, you will receive 100 free tasks every month to explore the features of Pabbly Connect. As an existing user, simply log in to your account to start creating workflows.

2. Creating a New Workflow in Pabbly Connect

Now that you are logged into Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. A dialog box will prompt you to name your workflow; enter ‘Create Pipedrive Person on Paperform Submission’. Select an appropriate folder for your workflow to keep things organized.

• Select a folder for lead management.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see a screen with two important sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. For our case, the trigger will be a new form submission from Paperform, while the action will be to create a person in Pipedrive.

3. Setting Up the Trigger for Paperform Submission

To set the trigger, select Paperform as your application in Pabbly Connect. Then, choose the trigger event as ‘New Form Submission’. This setup will initiate the workflow whenever a new form is submitted on Paperform.

Next, you need to connect your Paperform account to Pabbly Connect. Copy the webhook URL provided by Pabbly Connect and paste it into the appropriate field in your Paperform settings. Navigate to the Integrations section in Paperform, select Webhooks, and add the copied URL.

• Select the form you want to connect.
• Set the trigger event to ‘New Submission’.

After saving your settings in Paperform, go back to Pabbly Connect and click on ‘Test Trigger’ to ensure that the connection is successful. This will help you verify that the data is being captured correctly from Paperform submissions.

4. Configuring the Action to Create a Person in Pipedrive

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Select Pipedrive as your action application and choose ‘Create Person’ as the action event. This setup will allow you to add new leads to your Pipedrive account automatically.

You will need to connect your Pipedrive account to Pabbly Connect. For this, you will require your API token from Pipedrive. Go to your Pipedrive account, navigate to your profile settings, and find the API section to copy your token. Paste this token into Pabbly Connect to establish the connection.

Map the fields from Paperform to Pipedrive. Ensure all necessary fields are filled correctly.

Once you have mapped the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation that a new person has been created in Pipedrive.

5. Testing the Integration and Conclusion

Finally, it’s essential to test the integration to ensure everything is working as expected. Go back to your Paperform and submit a test entry. After submission, check your Pipedrive account to see if the new person has been added successfully. This will confirm that the integration via Pabbly Connect is functioning correctly.

Repeat the test process a few times with different entries to ensure reliability. Each time a form is submitted, a new lead should automatically appear in Pipedrive, demonstrating the effectiveness of this automation.

In conclusion, using Pabbly Connect to integrate Paperform with Pipedrive streamlines the process of managing leads efficiently. This setup saves time and ensures that no leads are missed, allowing for better customer relationship management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.