How to Create Lead in Salesforce from MagicBricks Inquiry Using Pabbly Connect

Learn how to create leads in Salesforce from MagicBricks inquiries using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create leads in Salesforce from MagicBricks inquiries, the first step is to access Pabbly Connect. Start by navigating to the Pabbly Connect website. There, you will find options to sign in or sign up for a free account.

If you are an existing user, simply sign in to your account. For new users, signing up is free and offers 100 free tasks every month. Once logged in, you will see the dashboard where you can start creating your automation workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the button to create a workflow and name it ‘Create Lead in Salesforce from MagicBricks Inquiry’. This name will help you identify the workflow later.

• Click on the create button to proceed.
• You will see two windows: one for the trigger and another for the action.

In this setup, the trigger window is where you will specify what event will start the automation. The action window is where you define what happens once the trigger event occurs.

3. Setting Up the Trigger for MagicBricks Inquiry

To begin the integration, set up the trigger in Pabbly Connect. Select ‘MagicBricks’ as the trigger application. The trigger event you want to capture is ‘New Inquiry’. This means that every time a new inquiry is generated in MagicBricks, it will trigger the workflow.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be shared with the management team handling your MagicBricks account. They will use this URL to connect MagicBricks to Pabbly Connect.

4. Setting Up the Action in Salesforce

Now that you have configured the trigger, you will set up the action step in Pabbly Connect. Select ‘Salesforce’ as the action application and choose the action event ‘Create Record’. This action will create a new lead in Salesforce whenever a new inquiry is received.

• Click on the connect button to link your Salesforce account.
• Authorize Pabbly Connect to access your Salesforce account.

After authorization, you will need to select the object type as ‘Lead’. After this, map the lead data fields from the MagicBricks inquiry to the corresponding fields in Salesforce. This mapping ensures that the inquiries are accurately transferred as leads.

5. Finalizing the Integration and Testing

After mapping the necessary fields, you can finalize the integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you will receive a confirmation response.

To verify, log into your Salesforce account and check the leads section. You should see a new lead created with the details from the MagicBricks inquiry. This confirms that the integration is working flawlessly, allowing you to manage your leads efficiently without manual entry.

Conclusion

In this tutorial, we demonstrated how to create leads in Salesforce from MagicBricks inquiries using Pabbly Connect. This integration automates the process, saving time and ensuring accuracy in lead management. By following the steps outlined, you can streamline your workflow and enhance your sales process.