How to Get Unbounce Leads into Pipedrive
In this post, we’ll show you how you can get your Unbounce leads into Pipedrive. Enjoy :)
- Unbounce Account
Duration: About 10 minutes
Step 1: Connect Unbounce to Zapier and Select Zap
In your Zapier account, click Make a Zap, then search for ‘Unbounce’ and click to add the Unbounce App.
Add the Form Submission in Unbounce Zap and click CONTINUE.
Authorize Unbounce when prompted then click CONTINUE.
Select your Unbounce Client, then select the Landing Page, Overlay or Sticky Bar - if you haven’t created any assets in Unbounce yet head over there and create your first one - you need to attach it to this Zap for the process to work.
Click CONTINUE and then test your data source is working correctly.
Step 2: Create Person in Pipedrive from Unbounce Form Submission
Next, configure what you want the Zap to do.
Select the Pipedrive App and the Create Person Action Event.
Click CONTINUE and sign into your Pipedrive account if prompted.
Under Customize Person click the + button and select Form Data First Name and Form Data Last Name as the dynamic Name for your contact type.
Select Form Data Email and Form Data Phone Number for the relevant fields and click CONTINUE.
Step 3: Create Pipedrive Deal with Imported Person
Click the + icon to add another step, then choose the Action Event Create Deal.
Add a Deal title ‘First Name // Unbounce’ (or whatever you want in your Deal title).
Specify what Stage you want the Deal created in by selecting Lead In (Pipeline).
Add the Person you created in Step 2 to the Deal:
Click the Person dropdown arrow and select Use a Custom Value (Advanced).
Then add the Person ID.
Click TEST and CONTINUE.
Confirm all the Deal data is correct. Then you’re all set.
Click the ON toggle.
Your Zap is now live. Congrats!
Step 4: Check Deals are Working
In Pipedrive go to the Deals page and confirm the Zap correctly imported your test deals.
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