Integrating Salesforce Contacts from Landbot Responses Using Pabbly Connect

Learn how to automate adding Salesforce contacts from Landbot responses using Pabbly Connect with this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and Landbot Integration

To start integrating Salesforce contacts from Landbot responses, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect dashboard through the link provided.

Once you’re logged in, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Landbot to Salesforce’. This workflow will facilitate the automation process, allowing you to capture responses from Landbot and send them to Salesforce seamlessly.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In the trigger window, search for the Landbot app and select it. From the dropdown, choose the event ‘New Bot Response’. This will allow Pabbly Connect to capture responses from your Landbot chatbot.

• Select Landbot as the app.
• Choose ‘New Bot Response’ as the trigger event.

After selecting the trigger, you will be provided with a webhook URL. Copy this URL, as you will need to configure it in your Landbot account to send data to Pabbly Connect.

3. Configuring the Webhook in Landbot

Now, navigate to your Landbot account and open the chatbot you want to integrate. Go to the integration section and select the option for webhooks. Here, you will paste the webhook URL copied from Pabbly Connect.

Ensure that you set the method to POST and enable the option to send parameters. This will allow Landbot to send user responses to Pabbly Connect, which will then be forwarded to Salesforce.

• Set the method to POST.
• Turn on the option to send parameters.

Finally, create keys for the user data you want to send, such as name, email, and mobile number. After configuring the webhook, save your changes.

4. Sending Data to Salesforce via Pabbly Connect

With the webhook configured, return to Pabbly Connect. In the action window, search for Salesforce and select it. Choose the action event ‘Create Contact’ to add new contacts based on the responses collected from Landbot.

Connect your Salesforce account by clicking on ‘Connect’ and then ‘Add New Connection’. Authorize Pabbly Connect to access your Salesforce account, allowing it to create contacts using the data received from Landbot.

Select Salesforce as the app. Choose ‘Create Contact’ as the action event.

Map the fields from the Landbot responses to the Salesforce contact fields, such as first name, last name, email, and mobile number. After mapping, click on ‘Save and Send Test Request’ to verify the integration.

5. Testing the Integration Workflow

Once you have set up the integration, it’s crucial to test it to ensure everything works correctly. Perform a test conversation with your Landbot chatbot, providing all necessary details like name, email, and service interest.

After submitting the information, check your Salesforce account to confirm that a new contact has been created with the provided details. This verification step ensures that the integration via Pabbly Connect is functioning as intended.

If the test is successful, every time a user interacts with your Landbot, their details will automatically be added as a new contact in Salesforce, streamlining your lead management process.

Conclusion

This tutorial demonstrated how to integrate Salesforce contacts from Landbot responses using Pabbly Connect. By following these steps, you can automate the process of adding new contacts, ensuring efficient lead management and improved customer engagement.