Integrate Pipedrive with Pabbly Subscription Billing Using Pabbly Connect

Learn how to integrate Pipedrive with Pabbly Connect using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pipedrive with Pabbly Subscription Billing, first access Pabbly Connect. Visit the Pabbly website and navigate to the Connect product section. You can sign up for a free account or log in if you already have one.

Once logged in, head to the app section and click on ‘Access Now’ under Pabbly Connect. Here, you will create a new workflow to enable the integration between Pabbly Subscription Billing and Pipedrive.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you will create a new workflow to automate the process. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Pabbly Subscription to Pipedrive’. This name will help you identify the workflow later.

• Select the trigger app as Pabbly Subscription Billing.
• Choose the trigger event as ‘New Subscription’.
• Connect your Pabbly Subscription Billing account.

After setting the trigger, you will be prompted to set up a webhook URL in Pabbly Subscription Billing. This URL will capture the subscription data whenever a new subscription is created.

3. Setting Up Webhook in Pabbly Subscription Billing

In this step, you will configure the webhook in Pabbly Subscription Billing. Go to the settings page and find the webhooks section. Click on ‘Add New Webhook’ and paste the webhook URL provided by Pabbly Connect.

Make sure to select the product associated with the subscription, such as ‘Hot Wheels Magazines’, and set the event to ‘Subscription Created’. After saving the webhook, you can test it by creating a dummy subscription.

4. Retrieving Customer Data from Pabbly Subscription

Once the subscription is created, you will need to retrieve customer details using Pabbly Connect. Add another action step in your workflow to get customer data from Pabbly Subscription Billing. Select ‘Get Single Customer’ as the action event.

• Enter your API key and secret key from Pabbly Subscription Billing.
• Map the customer ID from the previous step to retrieve their details.
• Test the action to ensure customer data is correctly fetched.

This step is crucial as it allows you to gather all necessary customer information to create a deal in Pipedrive.

5. Creating a Deal in Pipedrive

Finally, you will create a deal in Pipedrive using the customer data retrieved. In Pabbly Connect, add another action step and select Pipedrive as the app. Choose ‘Create Deal’ as the action event.

Fill in the required fields such as deal title, value, and currency. Make sure to map the organization and person IDs from the previous steps. This ensures that the deal is associated with the correct customer and organization.

After configuring all fields, click on ‘Save and Send Test Request’ to create the deal. If successful, you will see the new deal reflected in your Pipedrive account.

Conclusion

This tutorial demonstrates how to integrate Pipedrive with Pabbly Subscription Billing using Pabbly Connect. By automating the creation of organizations, persons, and deals, you can streamline your sales process effectively. Embrace this integration to enhance your workflow and productivity.