How to Connect Website Forms to Salesforce CRM Using Pabbly Connect

Learn how to integrate website forms with Salesforce CRM using Pabbly Connect in this step-by-step tutorial. Automate your lead management effortlessly! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Get Started

To connect website forms to Salesforce CRM, the first step is accessing Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by typing Pabbly.com/connect.

Once on the landing page, you have the option to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to receive 100 free tasks each month. If you’re an existing user, simply click ‘Sign in’ to access your account.

2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. This action will prompt you to choose between the new workflow builder and the classic one. For this tutorial, select the new workflow builder for a modern experience.

Next, name your workflow as ‘Connect Website Forms to Salesforce CRM’ and choose a folder for organization. Click ‘Create’ to proceed to the workflow window, which is crucial for setting up your automation.

3. Set Up Trigger for Website Forms

In the workflow window of Pabbly Connect, click on the ‘Add Trigger’ button. Search for and select ‘Elementor’ as your trigger application since it is the form tool you are using for your website.

Choose ‘New Form Submission’ as the trigger event, and click ‘Connect’. Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used to link your Elementor form to Pabbly Connect.

• Open your Elementor form and edit it.
• Navigate to ‘Actions After Submit’ in the form settings.
• Add a new action by selecting ‘Webhook’ and paste the copied URL.

Once you have pasted the webhook URL, click ‘Publish’ to activate the connection. Pabbly Connect will now be waiting for a webhook response, which will be captured during a test submission.

4. Perform a Test Submission

To test the connection, preview the Elementor form and fill it out with sample data. For instance, enter a name, email, phone number, and other relevant details, then click ‘Submit’. This action will trigger the webhook and send the data to Pabbly Connect.

After submission, return to your Pabbly Connect workflow to see if the response has been captured. You should see the details you entered during the test submission displayed in the workflow.

5. Create a Contact in Salesforce

Now that the trigger is working, it’s time to add an action step to create a contact in Salesforce. Click on ‘Add New Action Step’ and search for ‘Salesforce’. Select it as your action application. using Pabbly Connect

Choose ‘Create Contact’ as the action event and click ‘Connect’. You will have the option to add a new connection to Salesforce or select an existing one. If you are creating a new connection, follow the prompts to log in and allow permissions.

• Map the fields from your Elementor form to the Salesforce contact fields.
• Ensure that you fill in all required fields such as first name, last name, and email.
• Click on ‘Save and Send Test Request’ to create the contact.

If successful, you will receive a confirmation response, and you can check Salesforce to verify that the new contact has been created with the details provided in the test submission.

Conclusion

In this tutorial, we demonstrated how to connect website forms to Salesforce CRM using Pabbly Connect. By following these steps, you can automate the process of adding new contacts to Salesforce effortlessly. This integration not only saves time but also enhances your lead management process.