Elementor Salesforce Integration: Add Leads from Elementor Forms to Salesforce with Pabbly Connect

Learn how to integrate Elementor Forms with Salesforce using Pabbly Connect. This detailed guide covers all steps to add leads seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser’s address bar. This will direct you to the Pabbly Connect homepage.

Once there, you have two options: sign in if you already have an account, or sign up for a free account. Signing up allows you to access 100 free tasks each month, making it easy to practice your automation workflows. After signing in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Elementor to Salesforce’. This will help you identify the workflow later. using Pabbly Connect

After naming your workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, select ‘New Form Submission’ as the trigger event, which indicates that a form submission in Elementor will initiate the process.

3. Setting Up Elementor Forms to Work with Pabbly Connect

Next, you need to connect your Elementor Forms to Pabbly Connect using a webhook URL. Copy the webhook URL provided in Pabbly Connect, then navigate to your WordPress site where Elementor is installed.

In Elementor, create a new page or edit an existing one. Add a form widget and customize the fields. Ensure you have fields for first name, last name, email, contact number, company, and description. Once your form is set up, go to the ‘Actions After Submit’ section and select ‘Webhook’. Paste the copied webhook URL into the designated field and save your changes.

4. Testing the Integration with Pabbly Connect

To test the integration, fill out your Elementor form with sample data and submit it. After submission, return to Pabbly Connect to check if the data has been received. You should see the details from your form submission appear in the Pabbly Connect dashboard.

Next, set up the Action step by selecting Salesforce as the application and ‘Create Contact’ as the action event. Connect your Salesforce account to Pabbly Connect by following the prompts, ensuring your data remains secure. Use the mapping feature to transfer the data from the webhook response to the corresponding fields in Salesforce.

• Map the first name and last name fields from the form submission.
• Map the email and contact number to their respective fields in Salesforce.
• Complete the mapping for company and description as well.

Once you have mapped all necessary fields, click ‘Save and Send Test Request’ to create a new contact in Salesforce. Verify that the contact has been successfully added by checking your Salesforce account.

5. Conclusion: Automate Your Lead Management with Pabbly Connect

By following these steps, you can seamlessly integrate Elementor Forms with Salesforce using Pabbly Connect. This automation allows you to manage leads efficiently, ensuring that every form submission is converted into a new contact in Salesforce.

This workflow not only saves time but also enhances your lead management process, making it easier to follow up with potential customers. Start using Pabbly Connect today to streamline your business operations and improve your customer engagement.