How to Automatically Send Website Leads to Salesforce CRM

Learn how to automatically send website leads to Salesforce CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically send website leads to Salesforce CRM, the first step is to access Pabbly Connect. Begin by opening a new tab and navigating to Pabbly’s official website at Pabbly.com/connect. Once there, you will find options to either sign in or sign up for free.

If you are new, click on the ‘Sign Up Free’ button. Existing users should click on ‘Sign In’. After logging in, locate the ‘Access Now’ button for Pabbly Connect to enter the dashboard where all automation workflows can be managed.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘+ Create Workflow’ button. This will prompt you to select a workflow builder. Choose the new beta version for a streamlined experience. Name your workflow ‘Automatically Send Website Leads to Salesforce CRM’ and select a folder for organization.

• Click on the ‘Create’ button to finalize your workflow setup.
• Ensure you have a clear workflow name for easy identification.

With the workflow created, the next step involves setting up the trigger. This is crucial for ensuring that whenever a new lead is submitted through your website, a corresponding contact is created in Salesforce CRM via Pabbly Connect.

3. Setting Up the Trigger Application

For the trigger application, select ‘Webhook by Pabbly’, which acts as a bridge between your website form and Pabbly Connect. Choose the ‘Webhook’ event and click on the ‘Connect’ button to receive a unique webhook URL.

Copy this webhook URL and paste it into your website form code in the appropriate field. Save the changes and refresh your form in the browser. Now, fill out the form with test details to trigger the webhook and check if the data is received in Pabbly Connect.

4. Mapping Data to Salesforce CRM

After successfully receiving the webhook response in Pabbly Connect, the next step is to format the data for Salesforce. Add a new action step by selecting ‘Text Formatter’ and choose the ‘Split Text’ option. This will allow you to split the full name into first and last names for better data management.

• Map the user’s full name from the webhook response.
• Set the separator to a space and select ‘All’ for the segment index.

Once the data is formatted, the next action will involve creating a contact in Salesforce. Select ‘Salesforce’ as the action application and choose ‘Create Contact’ as the event. Connect to your Salesforce account and map the fields accordingly using the data from the previous steps. This ensures that each new lead is accurately entered into Salesforce CRM via Pabbly Connect.

5. Finalizing the Integration and Testing

After mapping all necessary fields, such as first name, last name, email address, and contact number, click on ‘Save and Send Test Request’ to send a test contact to Salesforce. Check your Salesforce account to confirm that a new contact has been created with the correct information.

Finally, ensure to enable the toggle for your workflow in Pabbly Connect to keep it active. This will allow the automation to run seamlessly without any manual intervention. Whenever a new lead submits their information through your website, a contact will automatically be created in Salesforce CRM.

Conclusion

Using Pabbly Connect to automatically send website leads to Salesforce CRM streamlines your workflow and enhances data management. By following this detailed tutorial, you can set up an efficient integration that saves time and reduces manual errors.