Learn how to automate the creation of Salesforce contacts from form submissions using Pabbly Connect in this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Form and Salesforce Integration

To begin the integration process, we will use Pabbly Connect to connect our form submissions to Salesforce CRM. First, navigate to the Pabbly Connect homepage by entering the URL in your browser. Once there, you can either sign in if you are an existing user or click on ‘Sign Up for Free’ to create a new account.

After logging in, you will be taken to the dashboard where you can view your existing workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow, such as ‘Create Salesforce Contact for Form Subscriber’ and select a folder to save it in, like ‘Automations for Lead Management.’ Click on ‘Create’ to proceed.

2. Creating Trigger for Form Submissions in Pabbly Connect

The next step involves setting up the trigger for our workflow. This is where we will specify that the trigger will occur when a new subscriber is created via our form. Select Form as your trigger application and choose the event ‘Subscriber Created’ as the trigger event.

  • Select the trigger application as Form
  • Choose the trigger event ‘Subscriber Created’.
  • Connect your Form account to Pabbly Connect.

Once connected, you will need to enter your Form account credentials and allow Pabbly Connect access. After this, you will set up a webhook name that will be used to capture the subscriber’s details when they sign up through the form. Click on ‘Save and Send Test Request’ to prepare for the next steps.

3. Testing Form Submission to Capture Subscriber Data

To ensure that our integration works correctly, we need to perform a test submission of the form. This will allow us to capture the subscriber’s data in Pabbly Connect. Fill out the form with dummy details, such as a name, email address, and phone number, and click on ‘Sign Up’.

After the form is submitted, return to Pabbly Connect. You should see the response captured in the Pabbly dashboard, including the subscriber’s name, email, and other details. This confirms that the connection between Form and Pabbly Connect is successful.

4. Setting Up the Action to Create a Contact in Salesforce

Now that we have successfully captured the subscriber data, we will set up the action step to create a contact in Salesforce CRM. Select Salesforce CRM as your action application, and choose the action event ‘Create Contact’.

Just like with the trigger, you will need to connect your Salesforce account to Pabbly Connect. After logging in, grant the necessary permissions for Pabbly Connect to access your Salesforce account. Once the connection is established, you will map the fields from the previous step to the corresponding fields in Salesforce.

  • Map the subscriber’s first name and last name from the previous response.
  • Include email and phone number as well.
  • Add a description for the contact, such as ‘Online Digital Marketing Course’.

Once all the necessary fields are mapped, click on ‘Save and Send Test Request’ to create the contact in Salesforce. You should receive a success response indicating that the contact has been created.

5. Verifying the New Contact in Salesforce

The final step is to verify that the new contact has been successfully added to your Salesforce account. Navigate to the Contacts section within Salesforce and refresh the page. You should see the newly created contact with all the details you entered during the mapping process.

By following these steps, you have successfully automated the process of creating Salesforce contacts from form submissions using Pabbly Connect. This integration allows you to efficiently manage your leads and ensure that your CRM is always up to date with the latest subscriber information.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, this tutorial demonstrates how to integrate Form and Salesforce CRM using Pabbly Connect. This automation not only saves time but also enhances your ability to nurture leads effectively.