How to Add New Salesforce Leads to Omnisend Contact List Using Pabbly Connect

Learn how to seamlessly add new Salesforce leads to your Omnisend contact list using Pabbly Connect with this step-by-step tutorial. 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 Salesforce and Omnisend Integration

To start integrating Salesforce with Omnisend, you need to access Pabbly Connect. First, create a free account on Pabbly Connect by following the sign-up link provided in the description. After signing up, log into your dashboard to begin the integration process.

Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You can name your workflow, for instance, ‘Salesforce to Omnisend’. This naming helps in identifying your workflow later. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for new leads from Salesforce. In the trigger window, search for and select Pabbly Connect as your app. Choose ‘Salesforce’ as the application and select ‘New Lead’ as the trigger event. Click on ‘Connect’ to proceed.

• Select ‘Add New Connection’ to link your Salesforce account.
• Authorize Pabbly Connect by clicking ‘Connect with Salesforce’.
• Enter your Salesforce instance URL when prompted.

After entering the instance URL, click on ‘Save and Send Test Request’. This action will fetch the details of the most recent lead added to your Salesforce account. You should see a response containing the lead’s information such as name, email, and phone number.

3. Setting Up the Action to Create a Subscriber in Omnisend

Now, you will set up the action that adds the new lead as a subscriber in Omnisend. In the action window, search for Pabbly Connect and select ‘Omnisend’. Choose ‘Create Subscriber’ as the action event, then click on ‘Connect’.

To connect your Omnisend account, you need to enter the API key. To get this API key, log into your Omnisend account, navigate to the ‘Profile’ section, and then click on ‘Store Settings’. Scroll down to find the ‘API Keys’ option and create a new API key. Copy this key and paste it into Pabbly Connect.

4. Mapping Fields from Salesforce to Omnisend

After successfully connecting your Omnisend account, it’s time to map the fields from the Salesforce response to the Omnisend fields. For the email address, select the email field from the Salesforce response and map it to the corresponding field in Omnisend. using Pabbly Connect

• Map the phone number from Salesforce to Omnisend.
• Set the subscriber status to ‘Subscribed’.
• Use the created date from Salesforce for the status date in Omnisend.

Ensure that all required fields are filled. After mapping, click on ‘Save and Send Test Request’. If successful, you should see a confirmation that the new lead has been added to your Omnisend contact list.

5. Testing the Integration Workflow

To ensure your integration is working correctly, it’s important to test it. Create a new lead in your Salesforce account with all necessary details. After saving the lead, Pabbly Connect will automatically check for new leads every 10 minutes.

After waiting for the polling interval, refresh your Omnisend contact list. You should see the new lead listed there, confirming that the integration through Pabbly Connect is functioning as expected. This automation will save time and ensure that new leads are quickly added to your email marketing list.

Conclusion

In this tutorial, we demonstrated how to efficiently add new Salesforce leads to your Omnisend contact list using Pabbly Connect. This integration automates the process, ensuring that every new lead is promptly added as a subscriber, enhancing your email marketing efforts.