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Automatically Send Website Leads to Salesforce CRM & Slack | No-Code Lead Management

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate your website form with Salesforce and Slack, start by accessing Pabbly Connect. Visit the Pabbly website by typing pabyt.com in your browser.

Once on the site, sign in to your existing account or sign up for a free trial. After logging in, navigate to the Pabbly Connect section to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and name it something descriptive, like “Automatically Send Website Leads to Salesforce CRM and Slack”.

Select an appropriate folder for your workflow.
Click on “Create” to initiate the workflow.

Once the workflow is created, you will set up a trigger event that initiates the automation whenever there is a new form submission.

3. Setting Up the Trigger with Webhook

The next step involves setting up the trigger in Pabbly Connect. Select “Webhook by Pabbly” as the trigger application and choose the “Catch Webhook” event to capture form submissions.

Upon connecting, you will receive a unique Webhook URL. This URL acts as a bridge between your website form and Pabbly Connect. You need to insert this URL into your website form’s code to establish the connection.

Open your website form code in a text editor.
Replace the dummy Webhook URL with the new URL provided by Pabbly Connect.
Save the changes and refresh the form.

After saving, perform a test submission to ensure the Webhook is working correctly and that Pabbly Connect is receiving the data.

4. Integrating Salesforce to Capture Leads

Now that your trigger is set, it’s time to integrate Salesforce using Pabbly Connect. Add a new action step and search for Salesforce in the action application list.

Select “Create Lead” as the action event. If you have an existing connection, select it; otherwise, create a new connection by logging into your Salesforce account and granting permissions.

Map the fields from the Webhook response to the Salesforce lead fields.
Ensure to map the first name and last name separately if they come as a full name.

After mapping, hit “Save and Send Test Request” to verify that the lead is created successfully in Salesforce.

5. Notifying Your Team on Slack

The final step is to notify your team on Slack about the new lead. Add another action step in Pabbly Connect and search for Slack as the action application.

Select “Send Channel Message” as the action event and connect to your Slack account. Choose the channel where you want to send the message and compose a notification message with the lead details.

Include the lead’s name, email address, and phone number in the message.
Test the message to ensure it sends correctly to the Slack channel.

Once confirmed, your workflow is complete, and Pabbly Connect will handle the integration seamlessly.

Conclusion

By following these steps, you can effectively integrate your website form with Salesforce and Slack using Pabbly Connect. This automation ensures that your leads are captured and shared with your team instantly, enhancing your workflow efficiency.