How to Connect Forminator to Salesforce Using Pabbly Connect

Learn how to integrate Forminator with Salesforce using Pabbly Connect in a few simple steps. Automate lead generation seamlessly! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Forminator for Integration with Pabbly Connect

To connect Forminator to Salesforce, you first need to set up the Pabbly Connect integration. Begin by installing the Forminator plugin on your WordPress site. This plugin allows you to create various lead-generating forms such as contact forms and newsletter subscription forms.

After installation, navigate to your WordPress dashboard. From the left-hand menu, click on the ‘Plugins’ section, then select ‘Add New’. Search for ‘Forminator’ and install it. Activate the plugin, and you will see the Forminator dashboard where you can create your desired forms.

2. Creating Your Lead Form with Forminator

Once the Pabbly Connect integration is set up, proceed to create a lead form using Forminator. In the Forminator dashboard, click on ‘Create Form’ and customize it according to your needs. After creating your form, publish it to get a shortcode.

• Click on ‘Publish’ to generate a shortcode.
• Copy the shortcode and go to the ‘Pages’ section of your WordPress dashboard.
• Select the page where you want to embed the form and paste the shortcode.

After embedding the form, ensure it is visible on your chosen page. This setup allows you to collect leads effectively through the Forminator plugin.

3. Configuring Pabbly Connect for Forminator and Salesforce Integration

Now, log in to your Pabbly Connect account. In the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Forminator Leads to Salesforce Automation’ and click on the ‘Create’ button.

Next, you will set up the trigger. Click on the trigger window and select ‘Webhook’ as the trigger application. This allows you to collect data from your Forminator plugin. Copy the generated webhook URL and go to your WordPress dashboard.

4. Setting Up the Webhook in WordPress

In your WordPress dashboard, navigate to the ‘Settings’ option and select ‘WP Webhooks’. Click on the ‘Send Data’ tab. Here, find the Forminator tab and click on ‘Add Webhook URL’. Paste the webhook URL you copied from Pabbly Connect into the appropriate field.

• Name your webhook, for example, ‘To CRM’.
• Click on ‘Add for Forminator Form Submitted’.

Once added, Pabbly Connect will start waiting for a response from the Forminator plugin. To test this, submit a demo lead through your form on the front end of your website.

5. Connecting Salesforce to Pabbly Connect

After testing the webhook, go back to Pabbly Connect. In the action panel, search for Salesforce and select it as your action application. Choose the action event as ‘Create Lead’. Click on the ‘Connect’ button and follow the prompts to authorize the connection.

Map the fields from your Forminator submission to the Salesforce lead fields. For instance, map the name, email, and phone number fields accordingly. Once you have completed the mapping, click on ‘Save’ and send a test request to verify the integration.

Check your Salesforce account to confirm that the new lead has been created successfully. You should see the details populated as per the form submission. This seamless integration will automate the process of transferring leads from Forminator to Salesforce.

Conclusion

In this tutorial, we showcased how to connect Forminator to Salesforce using Pabbly Connect. By following these steps, you can automate lead generation and ensure that your leads are captured and sent to Salesforce efficiently. This integration not only saves time but also enhances your workflow.