How to Create Leads in Salesforce for New Livestorm Registrants Using Pabbly Connect

Learn how to automatically create leads in Salesforce for new Livestorm registrants using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Livestorm and Salesforce Integration

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to create leads in Salesforce for new Livestorm registrants using Pabbly Connect. This integration helps automate the process of adding new leads without manual data entry.

To get started, you will need to sign up for a free account on Pabbly Connect if you haven’t done so already. Once logged in, you can access the dashboard where all integrations take place. This automation will save time and ensure that your leads are always up-to-date in Salesforce.

2. Setting Up Your Workflow in Pabbly Connect

To create your automation, first navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you might name it something like ‘Add Livestorm Registrants to Salesforce’. After naming your workflow, click on ‘Create’. using Pabbly Connect

• Select Livestorm as the trigger application.
• Choose the trigger event as ‘New Registrant’.
• Connect your Livestorm account using the API token.

Once the trigger is set up, you will need to test it by registering a new participant in Livestorm. This will allow Pabbly Connect to capture the registration data which will be used in the next steps.

3. Connecting Livestorm to Pabbly Connect

To connect Livestorm to Pabbly Connect, you will need to provide your API token. Log into your Livestorm account and generate an API token if you haven’t already. Copy this token and paste it into the Pabbly Connect interface when prompted.

After successfully connecting, click on ‘Save and Send Test Request’. This action will capture the details of the new registrant you added in Livestorm. Make sure to fill in all required fields during the registration process to ensure complete data capture.

• Confirm that the registration details are accurately displayed in Pabbly Connect.
• Check that all necessary fields such as name and email are included.

This step is crucial as it sets the foundation for the data that will be sent to Salesforce.

4. Sending Data from Pabbly Connect to Salesforce

Now that you have successfully connected Livestorm to Pabbly Connect, the next step is to send this data to Salesforce. Select Salesforce as the action application in Pabbly Connect and choose the action event as ‘Create Lead’. This action will allow you to create a new lead in Salesforce based on the registrant’s details.

When connecting Salesforce, you will need to authorize Pabbly Connect to access your Salesforce account. Once connected, you will be prompted to map the fields from the Livestorm registration to the corresponding fields in Salesforce. This includes mapping the first name, last name, email, phone number, and company name.

Map the last name from the Livestorm data to the Salesforce lead. Ensure that all mandatory fields in Salesforce are filled out.

Once you have completed the mapping, click on ‘Save and Send Test Request’ to send the data to Salesforce. Check your Salesforce account to confirm that the lead has been created successfully.

5. Finalizing the Integration and Testing

After successfully sending data to Salesforce, it’s important to test the entire workflow to ensure everything is functioning as expected. Go back to your Pabbly Connect dashboard and review the workflow you just created. Make sure that all connections are active and correctly set up.

To finalize the integration, you can perform additional tests by registering new participants in Livestorm and observing if they are automatically added as leads in Salesforce. This will confirm that Pabbly Connect is working efficiently to automate your lead management process.

Regularly monitor your Salesforce leads to ensure they are being updated correctly. Adjust any field mappings in Pabbly Connect if necessary.

With this setup, you can now focus on engaging your leads without worrying about manual data entry.

Conclusion

In conclusion, using Pabbly Connect to integrate Livestorm with Salesforce allows you to automate the lead creation process efficiently. This setup saves time and minimizes the risk of errors associated with manual data entry. By following the steps outlined in this tutorial, you can ensure that your leads are always up-to-date and ready for follow-up.