Integrating Gravity Forms with Pabbly Connect and Pipedrive: A Step-by-Step Guide

Learn how to integrate Gravity Forms with Pipedrive using Pabbly Connect. Follow this detailed tutorial for seamless automation and data handling. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you will first need to access Pabbly Connect. This platform allows you to automate workflows between different applications, such as Gravity Forms and Pipedrive. Begin by visiting the Pabbly website and signing in or creating a new account if you don’t have one.

Once logged in, navigate to the Pabbly Connect section. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This will lead you to a new screen where you can set up your trigger and action applications.

2. Setting Up the Trigger with Gravity Forms

The first step in your workflow is to set up the trigger application, which in this case is Gravity Forms. Select Gravity Forms as your trigger application in Pabbly Connect. The trigger event you need to choose is ‘New Response’. This event will activate the workflow whenever a new form submission is made.

• Select Gravity Forms as the trigger application.
• Choose the ‘New Response’ event.
• Connect Gravity Forms to Pabbly Connect using the provided webhook URL.

After setting up the trigger, you will need to copy the webhook URL provided by Pabbly Connect and paste it into the Gravity Forms settings under the Webhook settings. This step ensures that the form submissions are sent to Pabbly Connect for processing.

3. Creating or Finding Organization in Pipedrive

Once the trigger is set, the next step is to configure the action application, which is Pipedrive. In this step, you’ll set up an action event to either find an existing organization or create a new one based on the form submission data received from Gravity Forms.

Select Pipedrive as your action application and choose the ‘Find or Create Organization’ action event. You will need to connect Pipedrive to Pabbly Connect using your API token, which can be found in your Pipedrive account settings.

• Select Pipedrive as the action application.
• Choose ‘Find or Create Organization’ as the action event.
• Map the organization name from the Gravity Forms submission to search in Pipedrive.

This mapping allows Pabbly Connect to determine if the organization already exists or if it needs to be created based on the form submission data.

4. Creating a Person in Pipedrive

After successfully finding or creating an organization, the next step is to create a new person in Pipedrive. In Pabbly Connect, you will add another action step to create a person based on the details from the Gravity Forms submission.

Select Pipedrive again as the action application and choose ‘Create Person’ as the action event. You will need to map the fields from your Gravity Forms submission, such as first name, last name, email, and organization ID, to the corresponding fields in Pipedrive.

Map first name and last name from Gravity Forms submission. Map the email address from the form. Map the organization ID to associate the new person with the correct organization.

This action ensures that every new form submission creates a corresponding person in Pipedrive, leveraging the automation capabilities of Pabbly Connect.

5. Finalizing the Integration

Once all the action steps are configured, it’s essential to test the workflow to ensure everything is functioning correctly. Submit a test form through Gravity Forms and check if a new person is created in Pipedrive as expected.

Monitor the responses in Pabbly Connect to ensure that the data is flowing correctly between Gravity Forms and Pipedrive. You should see all the mapped data reflecting accurately in your Pipedrive account, confirming that the integration is successful.

By following these steps, you have successfully automated the process of creating a person in Pipedrive whenever a new form submission occurs in Gravity Forms, all thanks to Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Gravity Forms with Pipedrive using Pabbly Connect. By setting up triggers and actions, you can automate workflows efficiently, ensuring seamless data management.