Integrate Pipedrive with Pabbly Subscription Billing Using Pabbly Connect

Learn how to integrate Pipedrive with Pabbly Connect using Pabbly Connect for seamless automation of subscriptions and deals. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Pabbly Subscription Billing with Pipedrive, you first need to access Pabbly Connect. Start by visiting the Pabbly website and hovering over the products section to find Pabbly Connect.

Once you’re on the Pabbly Connect page, click on the ‘Sign Up for Free’ button to create your account or log in if you already have one. After signing in, navigate to the app section and access Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you can create a workflow to automate the integration. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear prompting you to name your workflow; you can name it something like ‘Pabbly Subscription to Pipedrive’. using Pabbly Connect

• Click on ‘Create’.
• Select ‘Pabbly Subscription Billing’ as the trigger app.
• Choose ‘New Subscription’ as the trigger event.

After setting this up, you will be redirected to configure the webhook URL in your Pabbly Subscription Billing account. This step ensures that Pabbly Connect receives data whenever a new subscription is created.

3. Configuring the Webhook in Pabbly Subscription Billing

In your Pabbly Subscription Billing account, navigate to the settings and select the ‘Webhooks’ option. Here, click on the ‘Add Webhook’ button to create a new webhook for Pipedrive.

Fill in the webhook name (e.g., ‘Pipedrive Integration’) and select the product associated with the subscription. Then, copy the webhook URL generated by Pabbly Connect and paste it into the webhook URL field in Pabbly Subscription Billing.

• Select the event type as ‘Subscription Created’.
• Click ‘Save’ to finalize the webhook configuration.

This setup allows Pabbly Connect to capture subscription data and initiate actions in Pipedrive.

4. Retrieving Customer Data from Pabbly Subscription

After configuring the webhook, you need to retrieve customer details from Pabbly Subscription Billing. In your workflow, add an action step to retrieve customer data by selecting ‘Get Single Customer’ from the Pabbly Subscription Billing options. using Pabbly Connect

To connect this action, input your API key and secret key from the Pabbly Subscription Billing API settings. This allows Pabbly Connect to access customer information linked to the subscription.

Map the Customer ID from the previous step to fetch the relevant details. Click ‘Save and Send Test Request’ to confirm successful data retrieval.

Once the data is retrieved, you will have access to all necessary customer details, including their name, company, and contact information, which will be used in Pipedrive.

5. Creating a Deal in Pipedrive

With the customer details retrieved, the next step is to create a deal in Pipedrive. Add another action step in your workflow and select ‘Create Deal’ from the Pipedrive options. using Pabbly Connect

Connect to your Pipedrive account using your API token and fill in the required fields, such as the deal title, organization ID, and person ID. Ensure that you map the values correctly to create a new deal associated with the customer.

Set the deal value and currency based on the subscription details. Click ‘Save and Send Test Request’ to create the deal.

After executing this step, you should see the new deal created in your Pipedrive account, confirming that Pabbly Connect has successfully integrated the two applications.

Conclusion

This tutorial illustrates how to use Pabbly Connect to automate the integration between Pabbly Subscription Billing and Pipedrive. By following these steps, you can streamline your subscription management and deal creation processes seamlessly.

Utilizing Pabbly Connect not only enhances your workflow efficiency but also minimizes manual entry errors, allowing for a smoother operation in managing subscriptions and customer relationships.