Let’s explore how you can integrate Elementor with Pipedrive and automatically create contacts in Pipedrive upon receiving responses on Elementor form submissions.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Elementor with Pabbly Connect to capture the form responses, then link Pabbly Connect with Pipedrive and create contacts in Pipedrive using the captured responses.
Steps to Automatically Create Pipedrive Contacts on Elementor Form Submissions
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Elementor and Pabbly Connect
3. Setup Pipedrive as the Action App to Create Contacts
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Elementor and Pabbly Connect
We will now look at the steps through which we will establish a link between Elementor and Pabbly Connect – This will help us to capture the Elementor Form responses.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Elementor.
Choose ‘Elementor’ as the Trigger App, and select ‘New Form Submission’ as an Action Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Elementor account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Elementor, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Elementor For WordPress Account
Go to your Elementor form, add ‘Webhook’ as an action, and paste the Webhook we copied earlier.
D. Test Connection
Make a form submission using dummy details, and check for the Received Response.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
Step 3:- Setup Pipedrive as the Action App to Create Contacts
Action allows us to choose the application that will get executed by the workflow trigger.
Upon receiving the responses, we want to create contacts in Pipedrive – Therefore, Pipedrive will be our Action App.
A. Action App
Choose ‘Pipedrive’ as your Action App, select ‘Create a Person’ as an Action Event, and click on ‘Connect’.
B. Connect Pipedrive Account
To connect with your Pipedrive account, click on ‘Add New Connection’. You will be asked to enter an API Token. Click the ‘account’ button and log in to your account to find the API Token.
You will be redirected to your Pipedrive dashboard. Click the ‘Profile Icon’ > ‘Personal preferences’.
Select ‘API’ and copy the API Token.
Paste the API Token in its given field, and click on ‘Save’.
C. Map the Necessary Fields
Now that you have connected your Pipedrive account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Name from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, a contact will automatically be created in your Pipedrive account.
Our automation is complete. We have successfully integrated Elementor with Pipedrive. Each time a new user responds to your Elementor Form, they will automatically be added as a contact in your Pipedrive contact list.
You can copy this entire workflow by clicking this link.
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