Automate Salesforce Lead Creation with Pabbly Connect and Teleforms

Learn how to automate Salesforce lead creation using Pabbly Connect and Teleforms step by step. Streamline your lead generation process effortlessly. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To automate Salesforce lead creation, you first need to set up Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, sign up for a free account to access 100 tasks monthly.

Once logged in, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start the integration process. Here, you will name your workflow, for example, ‘Create Salesforce Lead from Teleforms’.

Configuring the Trigger for Teleforms

Next, you need to set up the trigger for your workflow. Select Teleforms as your trigger application. The event you want to choose is ‘New Form Submission’. This event will trigger the workflow whenever a new form is submitted in Teleforms.

After selecting the trigger, you will be prompted to connect your Teleforms account to Pabbly Connect. Enter the required details, including the Webhook URL provided by Pabbly Connect, into your Teleforms account settings. This step ensures that Teleforms communicates successfully with Pabbly Connect.

• Access your Teleforms account.
• Navigate to the settings and find the Webhook URL section.
• Paste the Webhook URL from Pabbly Connect.

After saving the settings in Teleforms, go back to Pabbly Connect and test the trigger to ensure it captures the form submission data correctly. This step is crucial for confirming that the connection is established.

Setting Up the Action to Create Leads in Salesforce

Now that you have configured the trigger, it’s time to set the action. Choose Salesforce as your action application. The action event will be ‘Create Lead’. This action will create a new lead in your Salesforce account every time a form is submitted in Teleforms.

Similar to the trigger setup, you will need to connect your Salesforce account with Pabbly Connect. Log in to your Salesforce account through Pabbly Connect and authorize the connection. Once connected, map the fields from your Teleforms data to the corresponding fields in Salesforce.

• Map the first name from Teleforms to the first name field in Salesforce.
• Map the last name accordingly.
• Ensure email and phone number are also mapped correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that a lead is created in Salesforce. This step confirms that the integration is functioning as intended.

Finalizing the Integration and Testing

With both the trigger and action set up, it’s time to finalize your integration. Review all the settings in Pabbly Connect to ensure everything is configured correctly. Make any necessary adjustments to field mappings or settings.

Once you are satisfied with the configuration, conduct a test submission through your Teleforms. Check your Salesforce account to confirm that the lead is created successfully. This step is essential to ensure the automation works seamlessly.

After successful testing, you can activate your workflow in Pabbly Connect. From now on, every new form submission in Teleforms will automatically create a lead in Salesforce, streamlining your lead generation process.

Conclusion

In this tutorial, we demonstrated how to automate Salesforce lead creation using Pabbly Connect and Teleforms. This integration simplifies your workflow, allowing you to focus on growing your business.