How to Connect Webhooks with Pipedrive Create Lead
The integration will allow you to get data from Webhooks and transfer them to Pipedrive for create leads. This way you can automate the process of processing data from the Webhooks using Pipedrive as efficiently as possible.
Let's go through the entire Webhooks with Pipedrive Create Lead setup steps together!
Navigation:
1. What will integration Webhooks with Pipedrive do?
2. How to connect Webhooks account?
3. How to connect Pipedrive account?
4. How to setup data transfer from Webhooks to Pipedrive?
5. An example of the data that will be sent to your Pipedrive.
6. Auto-update.
To start setup new connection, click "Create connection".
Select a system as the Data Source. In this case, you must specify the Webhooks.
Next, you need to specify the system to which the data from the Webhooks will be transferred. In this case, you must specify Pipedrive Create Lead.
The next step is to select Webhooks account from which SaveMyLeads will get the data.
If there are no accounts connected to the system, click "Connect account".
If desired, you can change its name or simply click "Continue".
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Next, you need to copy the "URL for receiving data", click "Continue" and go to your account, that supports data transfer via Webhooks.
For the example work in this help, we will copy this link and go to the Smart Sender account, setting up a publication for transferring data via Webhooks.
You can do the same on any other system that supports Webhooks.
Next, go to the funnels you want and set up.
After creating the actions you need, create the action "Perform actions". Select "External Request" from the list by sending, and select "POST". In the "Requested URL" box, insert a link to Webhooks. Go to the "Body" tab and click the "Paste all contact variables" button. After completing all the data, press "Continue".
Now you need to take an action, for example, fill in all the data by communicating with the bot in the channel you choose.
After the test event has been completed, go to SaveMyLeads system and click "Continue".
The next step is to select Pipedrive account to which the data will be sent.
If there are no accounts connected to the system, click "Connect account".
Next, you need to enter the values, where:
Domain - The domain name of your Pipedrive, without the additional characters https://, /, etc.
API Key - the key to connect to your Pipedrive personal account.
Go to "Company settings" - "Personal preferences" of your account. After that, go to the "API" tab, copy your API key and paste it into the appropriate fields in the SaveMyLeads.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to assign variables to the required fields to send data to Pipedrive.
Select the required Webhooks data, click on the parameter and it will be assigned to the selected Pipedrive field.
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
Click "Continue" when you're done with assigning fields.
Now you can see Test data.
Click "Send test data to Pipedrive" and check your Pipedrive leads.
If something does not suit you, click "Back" and go back one step.
In order for data from Webhooks to be transferred multi-venously to Pipedrive, click "Finish setup".
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between Webhooks and Pipedrive Create Lead! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!