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Capture Custom Website Leads into Salesforce Using Webhook

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your lead management, access Pabbly Connect by visiting their website. If you don’t have an account, sign up for free to explore its features.

After signing up, you’ll receive 100 free tasks per month. This allows you to test the integration capabilities of Pabbly Connect without any upfront costs. Once logged in, you’ll land on the dashboard where you can create and manage workflows.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the “Create Workflow” button. You can choose to create a workflow from scratch, using AI, or with the Quick Builder option.

Select the Quick Builder option for a guided setup.
Enter a prompt to connect Webhooks by Pabbly with Salesforce CRM.
Choose the trigger as “Catch Webhook” and the action as “Create Contact” in Salesforce.

After entering the details, approve and create the workflow. This step establishes a connection between Pabbly Connect and Salesforce, allowing lead data to flow seamlessly.

3. Setting Up Webhooks in Pabbly Connect

Once your workflow is created, the next step is to set up the Webhook. Click on the Webhooks by Pabbly application in your workflow to generate a Webhook URL.

Copy this Webhook URL and integrate it into your website form’s JavaScript code. This allows the form to send data to Pabbly Connect when a user submits their information.

Locate the section in your JavaScript code where you define the Webhook URL.
Paste the copied URL in the designated field.
Save your changes to ensure the Webhook is active.

Now, whenever someone submits the form, their data will be sent to Pabbly Connect, triggering the automation process.

4. Testing Your Integration with Pabbly Connect

To ensure everything is set up correctly, submit a test lead through your website form. This will help you verify that the data is being captured by Pabbly Connect and sent to Salesforce.

After submitting the test lead, return to Pabbly Connect and check if you received a response. This response should contain all the details you entered in the form, confirming that the integration is working properly.

If the data appears in Pabbly Connect, proceed to the next step where you can further manipulate this data, such as splitting names or formatting text before sending it to Salesforce.

5. Finalizing Connection to Salesforce CRM

The final step is to connect your Salesforce account to Pabbly Connect. Click on the “Connect” button and grant the necessary permissions.

Once connected, map the fields from your test lead data to the corresponding fields in Salesforce, such as first name and last name. This mapping ensures that each new inquiry creates a contact in Salesforce with the correct information.

After mapping the fields, click on “Save” to finalize the integration. This setup will automate the creation of new contacts in Salesforce every time a lead is submitted through your form.

Conclusion

In this tutorial, we demonstrated how to automate lead management using Pabbly Connect and Salesforce CRM. By setting up Webhooks and mapping fields, you can streamline your lead capture process effectively. This integration allows your sales team to respond to inquiries faster, enhancing overall productivity.