Integrate Salesforce with FlexiFunnels Using Pabbly Connect

Learn how to automate Salesforce lead creation from FlexiFunnels purchases using Pabbly Connect. Step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Salesforce lead on FlexiFunnels purchase, you first need to access Pabbly Connect. This powerful automation tool enables seamless integrations between applications like Salesforce and FlexiFunnels.

Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect/’ in your browser. You can sign up for a free account or log in if you already have one. Once logged in, you will be greeted with the dashboard where you can create workflows.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow, e.g., ‘Create Salesforce Lead on FlexiFunnels Purchase’.
• Select a suitable folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow.

Once your workflow is created, you will see two main components: Trigger and Action. Here, you will set up FlexiFunnels as the trigger application.

3. Setting Up FlexiFunnels as the Trigger

In this step, you will configure FlexiFunnels as the trigger application in Pabbly Connect. Select FlexiFunnels from the list of applications and choose the trigger event as ‘New Purchase’.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. You need to copy this URL to set it up in your FlexiFunnels account. This URL allows Pabbly Connect to receive data whenever a new purchase is made.

4. Configuring FlexiFunnels to Send Data to Pabbly Connect

Now, go to your FlexiFunnels account and navigate to the product settings. Here, you will set rules to send purchase data to Pabbly Connect.

• Select the product for which you want to set up the webhook.
• Under ‘Set Rules’, choose ‘Set Product Rules’.
• Enter the webhook name and paste the webhook URL you copied earlier.

Once you save the settings, FlexiFunnels will send purchase data to Pabbly Connect whenever a purchase is made.

5. Creating a Lead in Salesforce Using Pabbly Connect

The final step involves setting up Salesforce as the action application in Pabbly Connect. Choose Salesforce and select ‘Create Lead’ as the action event.

When prompted, connect your Salesforce account by granting access to Pabbly Connect. After the connection is established, map the fields from the FlexiFunnels purchase data to the appropriate fields in Salesforce, such as first name, last name, email, and phone number.

Finally, click on the ‘Save and Send Test Request’ button. This will create a new lead in Salesforce based on the purchase data received from FlexiFunnels. You can verify the lead by refreshing your Salesforce account.

Conclusion

In this tutorial, we explored how to automate the creation of Salesforce leads from FlexiFunnels purchases using Pabbly Connect. This integration streamlines your sales process and ensures that no potential lead is missed. By following these steps, you can enhance your customer engagement and improve your business efficiency.