How to Add Landing Page Leads to Google Sheets & Create Salesforce Contacts Using Pabbly Connect

Learn how to seamlessly integrate landing page leads into Google Sheets and create Salesforce contacts using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating landing page leads into Google Sheets and creating Salesforce contacts, you need to access Pabbly Connect. Open your browser and go to pav.com/connect to reach the Pabbly Connect homepage.

Once you are on the homepage, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. After signing in, you will have access to all Pabbly apps, including Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. To create a workflow, click on the ‘Create Workflow’ button located at the top right corner. You will then be prompted to choose the workflow builder, where you should select the beta version for a modern experience.

• Name your workflow as ‘Add Landing Page Leads to Google Sheets & Create Salesforce Contacts’.
• Select an appropriate folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

With your workflow created, you will now set up the trigger and actions that define how Pabbly Connect will operate. The trigger is what initiates the workflow, and in this case, it will be the form submission from your landing page.

3. Setting Up the Trigger for Form Submissions

To set up the trigger, click on the ‘Add Trigger’ button within your workflow in Pabbly Connect. Select your application, which in this case is the Elementor form. For the app event, choose ‘New Form Submission’.

Once you select this, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Elementor form to Pabbly Connect. In your WordPress dashboard, edit the form using Elementor and navigate to the ‘Actions After Submit’ section.

• Select ‘Webhook’ as the action.
• Paste the copied webhook URL into the designated field.
• Click ‘Publish’ to save your changes.

With the webhook set up, you can now test the integration by making a test submission through your form. This will allow Pabbly Connect to receive the data and confirm that the trigger is functioning correctly.

4. Adding Google Sheets Action to the Workflow

After confirming that the trigger works, you will need to add an action step to your workflow. This action will be to add a new row in Google Sheets with the lead details captured from your form.

In your workflow, click on ‘Add Action’ and select Google Sheets as your application. Choose ‘Add a New Row’ as the app event. You will then be prompted to connect your Google Sheets account to Pabbly Connect. If this is your first connection, click on ‘Add a New Connection’ and follow the prompts to sign in with your Google account.

Select the spreadsheet you want to use (e.g., ‘Landing Page Leads’). Choose the specific sheet (e.g., ‘Sheet1’). Map the fields such as first name, last name, email, phone number, city, and type of apartment from the trigger response.

Once all the details are mapped correctly, click on ‘Save and Send Test Request’ to ensure the data is added successfully to your Google Sheets.

5. Creating Contacts in Salesforce

With the Google Sheets action successfully set up, the final step is to create a new contact in Salesforce using the same lead details. Add another action step in your workflow and select Salesforce as your application. Choose ‘Create a Contact’ as the app event.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Add a New Connection’. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce account. After connecting, you will need to map the contact fields similarly to how you did with Google Sheets.

Map the first name and last name from the lead details. Include the email address and phone number. Select the lead source as ‘Web Only’.

Once all required fields are mapped, click on ‘Save and Send Test Request’ to create the contact in Salesforce. You can check your Salesforce account to confirm that the contact has been created successfully.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to add landing page leads to Google Sheets and create contacts in Salesforce. By following these steps, you can automate lead management seamlessly, ensuring that all lead information is captured accurately and efficiently. This integration simplifies your workflow and enhances productivity.