Auto-Create Leads for Faster Follow-Ups | Magicbricks to Salesforce Integration

Learn how to seamlessly integrate Magic Bricks with Salesforce using Pabbly Connect to auto-create leads for faster follow-ups. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Begin by visiting the Pabbly website at Pabbly.com and log in to your account. If you are a new user, you can sign up for free, which includes 100 tasks monthly to test the platform.

After logging in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create Workflow’ button to start setting up the integration between Magic Bricks and Salesforce.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, select the option to create a new workflow. Choose the new beta workflow builder for a more modern experience. Name your workflow as ‘Auto-Create Leads for Faster Follow-Ups: Magic Bricks to Salesforce Integration’ and select a folder to organize your automation.

• Click on the ‘Create’ button to finalize the workflow setup.
• You will see a prompt to add a trigger application, which will initiate the workflow.

In this case, select Magic Bricks as your trigger application. This means that whenever a new lead is generated in Magic Bricks, it will trigger the workflow to create a lead in Salesforce using Pabbly Connect.

3. Setting Up the Trigger with Magic Bricks

After selecting Magic Bricks, choose the trigger event as ‘New Leads’. This event will activate the workflow whenever a new lead is captured. Click on the ‘Connect’ button to establish a connection between Magic Bricks and Pabbly Connect.

You will receive a webhook URL that acts as a bridge for the integration. Since Magic Bricks doesn’t allow users to input this URL directly, you must send it to your account manager at Magic Bricks for setup. Once the webhook is configured, click on ‘Capture Webhook Response’ to test the connection.

• Ensure that the setup is functioning by checking for a positive response.
• You will see lead details such as phone number, first name, last name, and email address.

Once you receive the lead details, it confirms that the connection is successfully established through Pabbly Connect.

4. Adding Salesforce as the Action Step

Now that the trigger is set up, it’s time to add the action step. Click on the ‘Add New Action’ button and select Salesforce as the action application. Choose the action event as ‘Create Contact’ and click on ‘Connect’ to link Salesforce with Pabbly Connect.

If you already have an existing connection, you can save it. Otherwise, create a new connection by logging into your Salesforce account and granting the necessary permissions. Once connected, you will be able to map the lead details from Magic Bricks to Salesforce fields.

Use the mapping feature to dynamically pull data from the Magic Bricks response. Enter the first name, last name, email, and phone number by selecting them from the previous response.

This mapping ensures that every new lead is correctly added to Salesforce, maintaining the integrity of your data through Pabbly Connect.

5. Finalizing the Integration and Testing

After mapping all necessary fields, click on ‘Save and Send Request’ to execute the workflow. A positive response will indicate that the lead has been successfully created in Salesforce. You can verify this by checking your Salesforce contacts.

In Salesforce, you should see the new lead added with all the details captured from Magic Bricks. This integration via Pabbly Connect allows you to automate your lead capturing process, ensuring you never miss a follow-up opportunity.

To summarize, you have successfully created an automation between Magic Bricks and Salesforce using Pabbly Connect. This integration allows for efficient lead management and faster follow-ups.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate Magic Bricks with Salesforce for automatic lead creation. This setup ensures that your leads are captured efficiently, enabling faster follow-ups and improved management.