How to Create Salesforce Leads from Microsoft Excel Using Pabbly Connect

Learn how to create Salesforce leads from Microsoft Excel using Pabbly Connect. This step-by-step guide covers the integration process in detail. 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. Accessing Pabbly Connect for Integration

To start creating Salesforce leads from Microsoft Excel, you first need to access Pabbly Connect. Head to the Pabbly Connect website and either sign in or sign up for a free account if you’re new. Signing up is quick and grants you access to 100 tasks free every month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can manage your workflows and integrations efficiently. From here, you can create a new workflow to connect Microsoft Excel and Salesforce.

2. Creating a New Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name like ‘Create Salesforce Leads from Microsoft Excel’. Choose a folder to save your workflow for better organization.

• Click on the ‘Create’ button after naming your workflow.
• You will see two main sections: Trigger and Action.

In the Trigger section, select Microsoft Excel as your application. For the trigger event, choose ‘New Row in Worksheet’. This setup will allow Pabbly Connect to monitor your Excel sheet for any new lead entries that you add.

3. Connecting Microsoft Excel with Pabbly Connect

To connect Microsoft Excel, click on the ‘Connect’ button in the trigger setup. You will need to add a new connection. Once prompted, log into your Microsoft account and grant Pabbly Connect access to your Excel files.

After a successful connection, select the workbook that contains your lead details. For example, if your workbook is named ‘Salesforce Lead’, select it from the list. Then, choose the worksheet where your data is stored, typically named ‘Sheet1’.

4. Mapping Lead Details from Excel to Salesforce

With the Microsoft Excel integration established, it’s time to map the lead details. Click on ‘Save and Send Test Request’ to retrieve the lead information from Excel. You should see the lead details such as first name, last name, email, and other relevant fields. using Pabbly Connect

• Map the first name (Pam), last name (Elvis), and email address ([email protected]).
• Also include the company name (PAB), city (Bopal), and country (India).

Ensure all required fields in Salesforce are filled with the corresponding data from your Excel sheet. This mapping process ensures that the new lead created in Salesforce reflects the information you entered in Microsoft Excel.

5. Creating a New Lead in Salesforce

Next, set up the action application in Pabbly Connect. Search for Salesforce and select it as your action application. For the action event, choose ‘Create Lead’. This action will take the mapped details from Microsoft Excel and create a new lead in Salesforce.

Connect to Salesforce by clicking on the ‘Connect’ button and allowing access. Once connected, you will fill in the lead details using the mapped data from the previous step. After completing the form, click on the ‘Save and Send Test Request’ button.

If successful, you will receive a confirmation response with the new lead ID. You can verify the creation of the lead by checking your Salesforce account under the leads section. You should see the lead with all the details you provided in Microsoft Excel.

Conclusion

Using Pabbly Connect, you can effortlessly create Salesforce leads from Microsoft Excel by automating the data transfer process. This integration enhances your workflow efficiency and ensures that no lead details are missed during data entry.