Automatically Add New Salesforce Contacts to Xero Using Pabbly Connect

Learn how to automatically add new Salesforce contacts to Xero using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Salesforce and Xero Integration

To integrate Salesforce with Xero using Pabbly Connect, start by visiting the Pabbly Connect dashboard. Simply search for ‘Pabbly.com/connect’ in your browser and sign up for a free account or log in if you already have one.

Once logged in, click on ‘Create Workflow’ and name your workflow, for instance, ‘Salesforce to Xero’. This sets the stage for the automation process where Pabbly Connect will facilitate the integration between the two applications.

2. Setting Up the Trigger with Salesforce in Pabbly Connect

In your newly created workflow in Pabbly Connect, you will first set up a trigger. Search for ‘Salesforce’ in the trigger app section, and select it. Choose the trigger event as ‘New Contact’. This tells Pabbly Connect to watch for new contacts created in Salesforce.

Next, click on ‘Connect’ and select ‘Add New Connection’. If you are already logged into Salesforce, Pabbly Connect will automatically detect your account. Just authorize the connection by clicking ‘Allow’. Now, whenever a new contact is created in Salesforce, Pabbly Connect will capture this event.

3. Creating a Contact in Xero Using Pabbly Connect

Now that you have established the trigger with Salesforce, the next step is to send this data to Xero to create a contact. In the action window of Pabbly Connect, search for ‘Xero’ and select it. Choose the action event as ‘Create a Contact’.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the client ID and client secret from your Xero developer app. To create this app, go to the Xero developers page, log in, and click on ‘My Apps’. Create a new app and fill in the required details including the application URL and redirect URI. Once the app is created, you can find the client ID and secret in the app settings.

• Log in to Xero and navigate to the developers page.
• Create a new app and note the client ID and secret.
• Paste the client ID and secret back into Pabbly Connect.

After entering the details, click ‘Save’ to establish the connection. You will then be prompted to allow access to your Xero account.

4. Mapping Data from Salesforce to Xero in Pabbly Connect

With the connection established, it’s time to map the data from Salesforce to Xero. In the action window of Pabbly Connect, you will see fields for contact details. Here, you can map the contact name, first name, last name, email, and phone number from the Salesforce trigger response.

To map the data, click on the respective fields and select the corresponding responses from Salesforce. For example, map the full name to the contact name field, the first name to the first name field, and so on. This ensures that the correct information is sent to Xero when a new contact is created in Salesforce.

• Map the contact name to the contact name field.
• Map the first name and last name accordingly.
• Ensure the phone number is also mapped correctly.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the contact is successfully created in Xero.

5. Verifying the Integration Between Salesforce and Xero

Once you have sent the test request, you should receive a positive response indicating that the contact has been successfully created in Xero. To verify this, log into your Xero account and navigate to the contacts page. You should see the new contact that was created based on the information from Salesforce.

This confirms that the integration is working perfectly through Pabbly Connect. The automation ensures that every time a new contact is added in Salesforce, it will automatically be reflected in Xero without any manual effort. This not only saves time but also reduces the chances of errors in data entry.

Conclusion

In this tutorial, we explored how to automatically add new Salesforce contacts to Xero using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance productivity. Automating this process saves time and ensures data consistency across platforms.