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Add Website Leads to Salesforce Without Coding

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, navigate to its dashboard by entering pabbly.com/connect in your browser. This platform allows you to automate tasks effortlessly.

If you’re new to Pabbly Connect, click on “Sign Up Free” to create an account. Existing users can simply log in. Remember, new users get 100 free tasks monthly to explore the platform’s capabilities.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on “Create Workflow” to start building your automation. You will use the Quick Builder, which simplifies the process by allowing you to enter a prompt instead of selecting applications manually.

Enter the prompt: “Connect webhook by Pabbly with Salesforce”.
Select “Webhook by Pabbly” as the trigger application.
Choose “Create Contact” as the action in Salesforce.

After setting this up, click on “Approve” to finalize your workflow. You will now see both applications integrated in your workflow page.

3. Setting Up the Webhook in Pabbly Connect

Your next step is to capture the webhook URL provided by Pabbly Connect. Click on “Recapture Webhook Response” to retrieve the URL needed for your website form.

Replace the existing dummy URL in your website form code with the webhook URL from Pabbly Connect. This ensures that every time a new lead is submitted, it will be captured automatically.

Ensure the webhook URL is correctly pasted in your website form code.
Save the changes to your form code.

After saving, go back to Pabbly Connect to check the status. It should indicate that it is waiting for a webhook response.

4. Testing the Integration with Salesforce

To test the integration, fill out your website form with a new lead’s details and submit it. This triggers the webhook, sending the data to Pabbly Connect.

Once submitted, return to Pabbly Connect to confirm that you received a response. This response should include all the fields filled in the form.

Check for the response indicating successful data capture.
If successful, proceed to the next step of adding the lead to Salesforce.

Now, click on the “Connect” button in Pabbly Connect to establish the connection with your Salesforce account.

5. Mapping Fields from Pabbly Connect to Salesforce

In this step, you will map the fields from the webhook response to the appropriate fields in Salesforce. This is crucial for ensuring accurate data transfer.

When prompted, dynamically map the fields such as first name, email address, and phone number from the webhook response. This eliminates manual data entry and ensures each new lead is accurately captured in Salesforce.

Map the full name to the first name field in Salesforce.
Map the email and phone number fields accordingly.

After mapping, click on “Save and Send Test Request” to verify that the integration works. Check your Salesforce CRM to confirm that the new contact appears with the correct details.

Conclusion

By using Pabbly Connect, you can automate the integration of website leads directly into Salesforce CRM. This process saves time and eliminates manual data entry, enhancing your workflow efficiency.