Aren’t you tired of manually efforts to add Autopilot contact from new Salesforce lead? If you’re still doing that, you need to upgrade right now and start using Pabbly Connect.

How to Add Autopilot Contact from New Salesforce Lead

Well, Pabbly Connect is an integration and automation software that allows you to integrate multiple apps for easy data transmission. The best part is there is no need for coding skills.

You can create seamless workflows in a matter of time without any difficulty.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

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Let’s understand the software and the need for this integration. Salesforce is a cloud computing solution that helps companies to better communicate with clients, suppliers, and future users by using cloud technologies. On the other hand, Autopilot is a visual communications platform for creating marketing plans and tracking lead conversions. Multi-channel marketing capabilities are provided by the product, including online, email, in-app, SMS, and conventional mail communications.

By connecting Salesforce and Autopilot using Pabbly Connect, you can easily add a contact in Autopilot whenever there is a new lead added in Salesforce. Here, we have also attached a video regarding the same.

Furthermore, we have a template for this integration that will help you move up and operating fast. To get started, click the ‘Use Workflow’ button below. You can also search the Marketplace for more apps/integrations.

Clone Template Salesforce and Autopilot

Now, without further ado, let’s get down to business and take the steps to connect Salesforce and Autopilot.

Let’s get started!

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to add Autopilot contact from new Salesforce lead by clicking on the ‘Sign Up Free‘ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

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Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Salesforce with Autopilot Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Further, add the name of workflow which in our case is ‘Salesforce to Autopilot’. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Salesforce to Autopilot Integration

Further, you have to choose an app to add Autopilot contact from the new Salesforce lead. Pabbly Connect lets you bind or connect unlimited apps within minutes, click here to sign up for unlimited workflows.

(a) Select Application you Want to Integrate

Select Salesforce for Salesforce to MailChimp Integration

In the following step, choose ‘Salesforce’ from the choose app drop-down, and select ‘New Lead’ option from the Trigger Event.

(b) Connect with Salesforce

Connect with Salesforce

After choosing the application click on the ‘Connect With Salesforce’ button for the next step.

Step 5: Connecting Salesforce to Pabbly Connect

Later, to connect Salesforce with Pabbly Connect, you have to authorize the application. For this, you have to log into your Salesforce account.

(a) Authorize Salesforce Account

Authorize Salesforce for Salesforce to MailChimp Integration

In the next window that slides in from the right, again click on ‘Connect with Salesforce’ button. Authorize your Salesforce account to connect with Pabbly Connect by allowing access. Then, click on the ‘Save’ button.

(b) Paste Instance URL

Paste Instance URL

Now, you get the ‘Instance URL’ from Salesforce website URL. Simply copy and paste it in the respective column as shown in the above image.

Step 6: Create a New Lead

To check if the integration is capturing data or not, we will be going to create a new lead in Salesforce.

(a) Click on Leads

Click on Leads

Now, go to the Salesforce dashboard, and click on ‘Leads’ menu.

(b) Create a New Lead

Create a New Lead for Salesforce to MailChimp Integration

Promptly, click on the ‘New’ button to create a new lead.

(c) Enter Lead Info

Enter Lead Info

Further, you have to enter the new lead details such as first name, last name, address, and so forth.

(d) Save the Lead Details

Save the Lead Details for Salesforce to MailChimp Integration

After you entered all the details for the new lead, click on the ‘Save’ button to save the details.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Subsequently, go to the Pabbly Connect window, and click on the ‘Save and Send Test Request’ button to get the response. At last, hit the ‘Save’ button.

Step 8: Setting Action for Salesforce to Autopilot Integration

Subsequently, to make Autopilot and Salesforce integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Application you Want to Integrate

The consequent step is to hit the “+” icon then select “Autopilot” & in the choose method option, select ”Add New Contact to List”.

(b) Click the Connect Button

Click the Connect Button

Later, press the “Connect With Autopilot” button after making all the significant changes.

Step 9: Connecting Autopilot to Pabbly Connect

Moving on to the next step, now it’s time to add Salesforce lead as a contact in Autopilot.

(a) Click on the Given Link

Click on the Given Link

Now, click on the given link in order to get the “Autopilot Key” from Autopilot software. Once you click on the link, you will get redirected to your Autopilot account. Simply, log into your account and go to settings.

(b) Copy the API Key

Copy the API Key

Moving on, now click on the gear icon of settings, then hit the “Autopilot API” option. After that, simply copy the given API Key.

(c) Paste the API Key

Paste the API Key

Later, paste the API key in the given box and then hit the “Save” button to proceed further.

(d) Map the Fields

Map the Fields

Later on, map the required field from the drop-down option.

(e) Save & Send Test Request

Save & Send Test Request

After entering all the details, hit the “Send Test Request” button to test the Salesforce and Autopilot integration.

Step 10: Check Response in Autopilot Dashboard

Check Response in Autopilot Dashboard

Finally, when you check the Contact section in Autopilot, your customer entry will automatically appear there.

Conclusion –

Hopefully, now you know “How to Add Autopilot Contact from New Salesforce Lead”. This is a one-time process, after which it will be automatically done by Pabbly Connect. Just follow all the step-by-step procedures mentioned above & your Salesforce to Autopilot integration is set.

So, don’t wait anymore. Go and try Pabbly Connect for Free.

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