Integrating Elementor Forms with Pipedrive Using Pabbly Connect

Learn how to integrate Elementor forms with Pipedrive using Pabbly Connect for seamless automation. Follow this step-by-step tutorial to enhance your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start integrating Elementor forms with Pipedrive, we will use Pabbly Connect. First, sign up for a free account on the Pabbly Connect website. Once signed in, you will access the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. After naming it, click on the ‘Create’ button to proceed. This sets up the basic framework for automating the process of creating leads in Pipedrive whenever a form is submitted.

2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger application within Pabbly Connect. Search for Elementor in the trigger section and select the event as ‘New Form Submission’. This will generate a webhook URL that you will use to connect your Elementor form to Pabbly Connect.

• Select Elementor as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your WordPress dashboard, open the Elementor form editor, and find the ‘Actions After Submit’ section. Add a new action by selecting the webhook option and paste the copied URL into the webhook URL field. Click ‘Update’ to save your changes.

3. Testing the Integration with a Form Submission

After configuring the webhook, it’s time to test the integration. Fill out the Elementor form with dummy data to simulate a real submission. Once you submit the form, Pabbly Connect should capture the data sent from Elementor. using Pabbly Connect

• Open the form and fill in the required fields.
• Submit the form to trigger the webhook.
• Check Pabbly Connect for captured data.

Once the form is submitted, return to Pabbly Connect to verify that the data appears correctly in the workflow. This confirms that the integration is functioning as expected and that the data is flowing from Elementor to Pabbly Connect.

4. Creating Leads in Pipedrive through Pabbly Connect

Next, we will set up the action to create a lead in Pipedrive using Pabbly Connect. In the action section, search for Pipedrive and select the ‘Create Organization’ action event. Connect your Pipedrive account by entering your API key, which you can find in your Pipedrive account settings.

Map the organization name and address from the data captured in the trigger step. After filling in the necessary details, click on ‘Save and Send Test Request’ to create the organization in Pipedrive. Once successful, you will receive a confirmation response indicating that the organization has been created.

5. Associating Leads with Organizations in Pipedrive

Finally, associate the lead with the newly created organization using Pabbly Connect. Click on the plus icon to add another action, selecting ‘Create Lead’ in Pipedrive. Use the existing connection to avoid re-entering your API key.

Map the necessary fields including lead name and organization ID. Once all fields are filled, click ‘Save and Send Test Request’ to create the lead. Check your Pipedrive account to confirm that the new lead has been successfully created and associated with the organization.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the integration between Elementor forms and Pipedrive. By following these steps, you can streamline your workflow and save time on manual data entry.