How to Create Salesforce Lead on Wix Forms Submission Using Pabbly Connect

Learn how to create a Salesforce lead from Wix Forms submissions using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Wix Forms

In this tutorial, we will explore how to create a Salesforce lead on Wix Forms submission using Pabbly Connect. This integration streamlines the process by automatically adding new leads to Salesforce whenever a form is submitted on your Wix website.

Using Pabbly Connect, you can eliminate manual data entry and ensure that all leads are captured efficiently. This not only saves time but also minimizes the chances of missing potential customers.

2. Setting Up Pabbly Connect for Your Workflow

To get started, access Pabbly Connect by visiting their website. If you’re a new user, sign up for a free account to explore the features. Existing users can simply log in to their dashboard.

Once logged in, follow these steps to create a new workflow:

• Click on the ‘Create Workflow’ button at the top right corner.
• Name your workflow as ‘Create Salesforce Lead on Wix Form Submission’.
• Select a folder to save your workflow.

After completing these steps, you will have successfully set up the initial workflow in Pabbly Connect.

3. Connecting Wix Forms to Pabbly Connect

Next, you need to set up Wix Forms as the trigger for your workflow in Pabbly Connect. This allows the integration to be activated whenever a new form submission occurs.

To set up the trigger, follow these steps:

• Select ‘Wix Forms’ as the trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Copy the generated webhook URL provided by Pabbly Connect.

This webhook URL is essential for connecting your Wix Forms to Pabbly Connect, ensuring that each form submission is captured and processed.

4. Configuring Wix Forms Automation

After setting up the trigger in Pabbly Connect, you need to configure the automation within Wix Forms. This involves creating a new automation that will send form submission data to the webhook URL.

Follow these steps to complete the automation setup:

Log in to your Wix account and navigate to the Wix Forms dashboard. Select the form you want to automate and click on ‘Automations’. Create a new automation, name it, and set Wix Forms as the trigger.

Once these settings are saved, your Wix Forms will now communicate with Pabbly Connect whenever a submission occurs, ensuring that the data flows seamlessly into Salesforce.

5. Creating Leads in Salesforce via Pabbly Connect

The final step in this process involves configuring Pabbly Connect to create leads in Salesforce based on the data received from Wix Forms. This is where you will map the data fields from the form submission to the corresponding fields in Salesforce.

To set up the Salesforce action, do the following:

Select Salesforce as the action application in Pabbly Connect. Choose the action event as ‘Create Lead’. Map the fields from the Wix Forms submission to the corresponding Salesforce fields.

After saving this configuration, Pabbly Connect will automatically create a new lead in Salesforce whenever a form submission is received from Wix Forms, effectively streamlining your lead management process.

Conclusion

In this tutorial, we demonstrated how to create a Salesforce lead from Wix Forms submissions using Pabbly Connect. This integration automates the process, ensuring that no leads are missed and allowing for efficient management of customer inquiries. By following these steps, you can enhance your workflow and focus on building relationships with potential customers.