Automatically Add New Leads from Emails to Salesforce Using Pabbly Connect

Learn how to automatically add new leads from your emails to Salesforce using Pabbly Connect with this detailed tutorial. Streamline your lead collection process! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email to Salesforce Integration

To start the process of adding new leads from emails to Salesforce automatically, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Once there, you can sign up for a free account, allowing you to utilize 100 automation tasks every month.

After logging in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Email Leads to Salesforce Automation’ and click on the ‘Create’ button to proceed. This sets the stage for the integration where Pabbly Connect will facilitate the connection between your email service and Salesforce.

2. Configuring the Email Parser in Pabbly Connect

In this section, you will configure the email parser feature in Pabbly Connect. This feature allows you to capture incoming emails and extract relevant lead information. Select the ‘Email Parser’ as your trigger event. Once selected, Pabbly Connect will provide you with a unique email parsing address.

• Copy the provided email parser address.
• Go to your Outlook account settings.
• Enable forwarding by pasting the email parser address.

After saving the forwarding settings, Pabbly Connect will be ready to capture any emails sent to your inbox. This will streamline the lead collection process, ensuring that every email received is parsed and ready for integration into Salesforce.

3. Testing the Email Parser with a Sample Email

Now that your email parser is set up in Pabbly Connect, it’s time to test it by sending a sample email. Compose an email from a different account and send it to the email parser address you configured earlier. This email will serve as a test to see if the parsing works correctly.

Once the email is sent, return to Pabbly Connect and check the response section to see if the details of the email have been captured. You should see the sender’s name and email address along with the message body. If the data appears correctly, the email parser is functioning as intended.

4. Integrating Salesforce to Create New Leads

With the email parser successfully capturing leads, the next step is to set up the action in Pabbly Connect to create new leads in Salesforce. Search for Salesforce in the action event section and select ‘Create Lead’. Click on ‘Connect’ to link your Salesforce account with Pabbly Connect.

• Select ‘Add New Connection’ and authorize Pabbly Connect access to your Salesforce account.
• Map the relevant fields such as first name, last name, and email address from the email parser response.
• Click ‘Save and Send Test Request’ to create a lead in Salesforce.

After executing the test request, check your Salesforce account to verify that the lead has been added successfully. This finalizes the integration process, enabling you to automatically add new leads from emails to Salesforce using Pabbly Connect.

5. Conclusion

In this tutorial, you learned how to utilize Pabbly Connect to automatically add new leads from emails to Salesforce. By setting up an email parser and integrating Salesforce, you can streamline your lead collection process effectively. This automation saves time and enhances productivity, allowing you to focus on more important tasks.

With Pabbly Connect, this entire setup can be done easily without any coding skills, making it accessible for everyone. Start using this powerful automation tool today to improve your lead management!