Automate ClickFunnels and Salesforce Integration Using Pabbly Connect

Learn how to automatically add new ClickFunnels contacts to Salesforce using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of adding new ClickFunnels contacts to Salesforce, you first need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section. If you don’t have an account, sign up for free, or log in if you already have one.

Once logged in, you will land on the Pabbly Connect dashboard. From here, you can create a new workflow to facilitate the integration between ClickFunnels and Salesforce. The process is straightforward and allows you to automate tasks efficiently.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow (e.g., ‘ClickFunnels to Salesforce’) and click on ‘Create’. This action opens the workflow settings where you can configure the trigger and action applications. using Pabbly Connect

• Name your workflow appropriately for easy identification.
• Select ClickFunnels as your trigger application.
• Choose the trigger event as ‘New Contact Created’.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL is crucial as it will connect your ClickFunnels account with Pabbly Connect to capture new contact details automatically.

3. Setting Up ClickFunnels to Send Data to Pabbly Connect

Now, navigate to your ClickFunnels account to set up the webhook. Open the funnel you want to work with, then go to the ‘Settings’ section. Scroll down to find the ‘Webhooks’ option and click on ‘Manage Your Funnel Webhooks’. using Pabbly Connect

• Click on the ‘Add New Webhook’ button.
• Paste the webhook URL generated by Pabbly Connect.
• Select ‘Contact Created’ as the event and click ‘Create Webhook’.

This setup means every time a new contact is created in ClickFunnels, the details will be sent to Pabbly Connect via the webhook, allowing you to proceed with the next steps of integration.

4. Integrating Salesforce with Pabbly Connect

With ClickFunnels set up, return to your Pabbly Connect workflow. In the action section, search for and select Salesforce as your action application. Choose ‘Create Contact’ as your action event. using Pabbly Connect

Next, connect your Salesforce account to Pabbly Connect. Click on ‘Connect with Salesforce’ and authorize the connection. Once authorized, you will see the fields to map the contact details from ClickFunnels to Salesforce.

Map the first name, last name, email, and phone number from the ClickFunnels response. Ensure all required fields are filled correctly to create a contact in Salesforce. Click on ‘Save and Send Test Request’ to verify the integration.

After saving, check your Salesforce account to confirm that the new contact has been created successfully. This step validates that Pabbly Connect is functioning correctly.

5. Testing the Integration Workflow

To ensure everything is working seamlessly, it’s essential to test the integration. Go back to your ClickFunnels landing page. Fill out the contact form with a dummy user’s details and submit it.

Once the form is submitted, return to Pabbly Connect and check if the webhook has captured the new contact details. If successful, these details should now be visible in your Salesforce account as a new contact.

By following these steps, you can automate the process of adding new ClickFunnels contacts to Salesforce, saving time and reducing manual errors. This integration showcases the power of Pabbly Connect in automating workflows between different applications.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding new ClickFunnels contacts to Salesforce. By following the detailed steps provided, you can streamline your workflow and improve efficiency in managing contacts across platforms.