How to Create Salesforce Leads from Instamojo Payments Using Pabbly Connect

Learn how to automate the creation of Salesforce leads from Instamojo payments using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate the creation of Salesforce leads from Instamojo payments, we will use Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are new, you can sign up for free and access 100 free tasks every month.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow. This is the central platform that will facilitate the integration between Instamojo and Salesforce.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Create Salesforce Lead on Instamojo Payment’.
• Select a folder where you want to save this workflow.

After entering the details, click on the ‘Create’ button. You will see two windows: one for the trigger and another for the action. These are essential components of your automation process using Pabbly Connect.

3. Setting Up Trigger with Instamojo

For the trigger application, select Instamojo. This platform allows you to collect payments seamlessly. Choose ‘New Sale’ as the trigger event, which will activate the workflow whenever a new payment is made.

Next, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your Instamojo account. In your smart page settings, toggle the ‘Add Webhook’ option and paste the copied URL. Ensure you select ‘Successful Payments’ for the information to be sent.

4. Testing the Integration

After saving the webhook settings in Instamojo, return to Pabbly Connect and scroll down to check if it is waiting for a webhook response. To test the integration, perform a test payment on your smart page.

Once the payment is successful, Pabbly Connect will capture the payment details. This confirms that Instamojo is now connected to Pabbly Connect. The details captured will include the payment ID, amount, and customer information.

5. Creating a Lead in Salesforce

Now that the trigger is set up, the next step is to create a lead in Salesforce. For the action application, select Salesforce and choose ‘Create Lead’ as the action event. Click on the connect button to establish a connection between Pabbly Connect and Salesforce.

Authorize the connection by clicking the ‘Allow’ button. After authorization, fill in the required fields for the lead, such as first name, last name, and email. Use the mapping feature to pull data from the previous step, ensuring that customer details are accurately captured.

After completing the lead details, click on the ‘Save and Test Request’ button. Check your Salesforce account to confirm that the new lead has been successfully created. This demonstrates how Pabbly Connect automates the process of adding leads based on Instamojo payments.

Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from Instamojo payments using Pabbly Connect. This integration streamlines your workflow, saving time and reducing errors in lead management. By following the steps outlined, you can efficiently manage customer interactions and enhance your business operations.