How to Create Customers in DEAR for New Salesforce Contacts Using Pabbly Connect

Learn how to integrate Salesforce and DEAR for customer creation using Pabbly Connect. Step-by-step guide to automate your workflow. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating customers in DEAR for new Salesforce contacts, access Pabbly Connect by navigating to the URL Pabbly.com/connect. This platform enables seamless integration between various applications, including Salesforce and DEAR.

Once on the landing page, you have two options: sign in if you are an existing user or sign up for free if you are new. Signing up is quick and grants you 100 free tasks. After signing in, you will be directed to the applications dashboard.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a workflow that integrates Salesforce and DEAR. Click on the ‘Create Workflow’ button located on the right side of the dashboard. This initiates the process of setting up the integration.

• Name your workflow appropriately, such as ‘Salesforce to DEAR Customer Creation’.
• Select Salesforce as the trigger application and choose ‘New Contact’ as the trigger event.

Once the trigger is set, you will need to connect Pabbly Connect with your Salesforce account. Click on ‘Add New Connection’ and authorize the connection by clicking on ‘Allow’. This step ensures that Pabbly Connect can access your Salesforce data.

3. Creating a New Contact in Salesforce

With the workflow set up, the next step involves creating a new contact in Salesforce. This action will trigger the workflow in Pabbly Connect to create a corresponding customer in DEAR.

Navigate to the Contacts section in Salesforce and click on ‘Create New Contact’. Fill in the required fields such as first name, last name, email address, and mobile number. After entering the details, click on ‘Save’ to add the new contact.

• Ensure all required fields are filled to avoid errors during the save process.
• Use valid email and phone number formats.

Upon saving the contact, return to Pabbly Connect and click on ‘Save and Send Test Request’. This will fetch the newly created contact details, which will be used to create a customer in DEAR.

4. Integrating DEAR with Pabbly Connect

Now that the Salesforce contact is created, the next step is to set up DEAR as the action application in Pabbly Connect. Select DEAR and choose the action event as ‘Create Customer’.

To connect Pabbly Connect with DEAR, click on ‘Add New Connection’. You will need to provide the Account ID, Application Key, and Domain from your DEAR account. Access your DEAR account, navigate to Settings, and then to Integration to find the API settings.

Create a new application in DEAR to obtain the Account ID and Application Key. Copy the domain from the API settings.

Once you have these details, paste them into Pabbly Connect and click on ‘Save’ to establish the connection. This allows Pabbly Connect to send data to DEAR.

5. Mapping Data to Create Customers in DEAR

After connecting DEAR, you need to map the data received from Salesforce to create a customer in DEAR. In Pabbly Connect, specify the customer details such as name, currency, and contact information.

Map fields like first name and last name to the customer name in DEAR. Ensure to include additional details such as email, phone number, and address. Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to create the customer in DEAR.

Ensure all required fields in DEAR are filled with the correct data. Verify the customer is created successfully by checking your DEAR account.

This final step confirms that the integration is working correctly, allowing you to automate the customer creation process from Salesforce to DEAR using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create customers in DEAR for new Salesforce contacts using Pabbly Connect. By following these steps, you can automate your workflow efficiently and ensure seamless data transfer between Salesforce and DEAR.

Utilizing Pabbly Connect, you can enhance your productivity and streamline your inventory management processes effortlessly.