Integrate Salesforce Contacts for New WordPress Users Using Pabbly Connect

Learn how to create Salesforce contacts for new WordPress users using Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create Salesforce contacts for new WordPress users, you first need to set up Pabbly Connect. Start by signing in to your Google account and accessing Pabbly Connect. Once logged in, click on the ‘Access Now’ button to reach the dashboard.

On the dashboard, click the big blue ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Salesforce Contacts from New Users in WordPress’ and click on ‘Create’. This will initiate a blank workflow where you can define your trigger and action.

2. Defining the Trigger: New User Registration in WordPress

The next step involves defining the trigger for your workflow. Choose WordPress as your trigger application and set the event to ‘User Registers’. This event will trigger every time a new user is created in WordPress. using Pabbly Connect

• Select WordPress as the trigger application.
• Set the event to ‘User Registers’.
• Copy the webhook URL provided by Pabbly Connect.

Now, you will need to set up this webhook in your WordPress site. Go to the WordPress admin panel, navigate to Plugins, and install the WP Webhooks plugin if you haven’t already. After installation, go to the WP Webhooks settings and select ‘Send Data’ to create a new webhook.

3. Configuring WordPress Webhooks for New Users

In the WP Webhooks settings, select ‘User Created’ from the left sidebar. Click on ‘Add Web URL’ and name it something like ‘Salesforce Contact’. Paste the webhook URL you copied from Pabbly Connect into the URL section and click on ‘Add’.

After configuring the webhook, you can now create a new user in WordPress to test the integration. Fill in the required fields such as username, email, first name, and last name. Once you add the new user, Pabbly Connect will receive a response indicating that the user has been created.

4. Setting Up Salesforce Action to Create a New Contact

With the trigger set, it’s time to define the action in Pabbly Connect. Choose Salesforce as your action application and select the event ‘Create New Contact’. Click on ‘Connect’ and authorize Pabbly Connect to access your Salesforce account.

Once connected, you will see multiple fields that need to be filled using the data received from the WordPress trigger. This process is known as mapping. Map the fields such as first name, last name, and email address from the data received from WordPress to the corresponding fields in Salesforce.

• Map the first name field to the corresponding data from WordPress.
• Map the last name field accordingly.
• Ensure the email field is mapped correctly.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. You should receive a success message indicating that a new contact has been created in Salesforce.

5. Verifying the Integration in Salesforce

After successfully saving your workflow in Pabbly Connect, navigate to your Salesforce account to verify if the new contact has been created. Go to the Contacts section and look for the newly created contact.

Click on the contact to view the details. You will see that it was created by Pabbly Connect and contains all the information you entered in WordPress, such as the username, email address, and any other mapped fields. This confirms that the integration is functioning as expected.

In summary, the workflow you created automates the process of adding new WordPress users as contacts in Salesforce using Pabbly Connect. This integration not only saves time but also ensures that your contact database is always up to date.

Conclusion

In this tutorial, we explored how to create Salesforce contacts for new WordPress users using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that every new user in WordPress is automatically added to your Salesforce contacts, enhancing your customer relationship management.