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How to create a contact and add it to a deal in Pipedrive using Integrately

Alexander Gao Updated by Alexander Gao


If you’re using Pipedrive and looking to create a contact then add the contact automatically to a deal with Landbot, then this is for you.

Integrately can help you send the information you collect from Landbot to update them inside of Pipedrive, and we’re going to give you the steps to do it:

  • 1. Prepare the Automation trigger in Landbot that will trigger the automation with the information needed
  • 2. Set up Integrately to request external information using the information sent from Landbot
  • 3. Use the data collected from Integrately and using Pipedrive as an action
  • 4. Create a contact with the information we collected from Landbot
  • 5. Add the contact to a deal
Prepare Landbot
  1. Firstly, we have to make a little flow for collect information, like name, email, age, etc.

The information that we collect, will be stored in variables, that we will send to Integrately. As in the example below, we are storing the name input in the variable @name, that we will use later

  1. Then let's set a Trigger automation block.

Create the trigger
  1. After set a Trigger automation block, let's open Integrately:

  1. Then search Webhook, then click on its icon:

  1. As Integrately requieres a necessary action, choose Pipedrive:

  1. Then scroll down and set the exact action we want to do:

  1. Then click on the button of Go:
  1. Then it displays this window of options

  1. Here we click on Yes, because we are going to add again Pipedrive:

  1. Click on Add Connection button:

  1. Then it displays a new tab like this:

  1. Let's click on Copy button to copy the API address:
Prepare Landbot request to Integrately
  1. Let's get back to Landbot and paste the URL to Webhook block:

  1. Now we are going to set the variables we want to send to Integrately.

  1. And click on Test webhook trigger button:
  1. If you scroll down, you will see the response from Integrately:

  1. As long as the status code is 200, means our request is successfully sent.

In Integrately check request data
  1. Now we turn back to Integrately:

  1. Then mark the button of I have sent a test record AFTER setting URL in Webhook / API Integration. (We still can mark it before we send request to them, after click on Test Connection, we can refresh, only if we have sent the request, they will receive anyway.)

  1. Click on Test Connection:

  1. It will display this page:
  1. Let's click on Refresh data, to make sure they receive the request:
  1. We can see it down there, the variables we sent to Integrately:

Yes, the @name, @email, and @age are the same as we sent to Integrately:This is how the trigger works, we send variables to Integrately, they receive, and when we try to test it as we did in step 16, it will be shown.
Setup Pipedream app to create a person
  1. Now let's add connection of Pipedream, it's very easy to find the API Token, you can follow the video displayed, copy and paste the API Token to here:

  1. After add the connection, it displays this page:

  1. Then set up the contents to send to Pipedrive, with the information we collected by Landbot:

  1. Click on the button of Modify Conditions & Actions, to test the request:

  1. It will display this page:

  1. Click on Test:

  1. Now let's turn to Pipedrive to check if the contact is added:

  1. Yes, the new contact is added successfully:

Add the contact to a deal
  1. Turn back to Integrately, and click on the button of Add Condition / App:

  1. Click on Add another app:

  1. Then in Destination Application choose Pipedrive and below Action choose create a deal:

  1. After that, we choose the connection we added before:

  1. Then we are going to setup the details for the deal:
Please pay attention to that we added the contact created in the first step by using Dynamic Search, just for the name could be matched with the deal correctly. And also, we can use the created time of the contact for the deal, because in this flow they are created at the same time.

  1. Click on Test:

  1. Now let's turn to Pipedrive to check if the deal is added:

  1. Go inside of the deal, we can find out the contact info is right:

Test the entire flow with Landbot
  1. Let's go to Share > Share with a link > Open, and complete the chat:

  1. Then turn to Pipedrive, to see if it's working:

Yes! The deal is added with the correct contact, the whole flow is done and successfully working!

How did we do?

Integrately trigger