Pipedrive Integration as Action with Bit Flows – Create Leads from Form Submissions

Pipedrive Integration: Pipedrive simplifies sales management with an intuitive visual pipeline, smart activity reminders, contact organization, and team collaboration tools. It helps businesses stay organized and focused on moving deals forward.

Bit Flows is a WordPress automation plugin that allows you to connect different tools and automate tasks without any coding. It helps businesses build powerful workflow automation by connecting apps and moving data between them automatically.

Step 1: Create a New Integration

First, open your Bit Flows Dashboard, then either create a new flow or open an existing one. In the Flow Builder, first click the plus (+) icon to add a trigger as you wish. In this setup, Bit Form serves as the trigger and Pipedrive as the action.

Step 2: Select Bit Form as the Trigger

From the trigger app list, search for Bit Form and select it. Then choose the exact form you want to use for this automation.

After selecting the form, capture or fetch the sample form data. This sample data is important because Bit Flows will use it later when you map Bit Form fields with Pipedrive fields. Here is a simple guide to connect Bit Form as the trigger.

Step 3: Add Pipedrive as the Action App

After setting the trigger, click the plus icon again to add an action. Search for Pipedrive from the app list and select it.

After selecting Pipedrive as an action, the next step is to choose an event. In this case, we selected the Create Lead event.

After choosing the event, you will be prompted to select Add Webhook. Click on the “Add Webhook” button to create a new connection. You will be required to enter your Client ID and Client Secret from your Pipedrive app.

Step 4: Pipedrive Authorization

• First, create a Pipedrive Developer Sandbox account.
• After creating the account, go to your Pipedrive dashboard.
• Click on your profile → Developer Hub → Create an App.
• Select Create Public App.
• Enter an App Name and paste the Callback URL you copied from Bit Flows.
• Click Save.
• Enable Leads Scope access.
• Scroll down to find the Client ID and Client Secret, then copy them.
• Paste the Client ID and Client Secret into the Bit Flows credentials section.
• Click Connect to save the connection.

Step 5: Field Mapping

After completing authorization, you’ll find a “Field Mapping” feature. Here, you can link your Bit Form fields to the appropriate fields in Pipedrive.

Once you’ve finished these settings, you can either click the “Test Run” button to check if the integration is working correctly or simply close the pop-up to complete the setup.

Step 6: Test the Full Flow

After setting up the trigger and actions, you can test your flow to verify if the integration is working correctly. To do this, simply click on Test Flow Once. Then, complete the trigger event. which in this case is Bit Form Submit.

Step 7: Check the Integration Log

After the test, open the Logs section from the top right corner of the flow screen. There, you can verify whether the Trigger and Action worked successfully.

If the log status shows Success, the integration is working correctly. Now every time someone submits the selected Bit Form, Bit Flows will send the mapped form data to Pipedrive and create a new lead automatically.