Integrate Pabbly Form Builder Leads to Salesforce Using Pabbly Connect

Learn how to automatically add leads from Pabbly Connect to Salesforce using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Understanding Pabbly Form Builder and Salesforce Integration

In this section, we will explore how Pabbly Connect facilitates the integration between Pabbly Form Builder and Salesforce. Pabbly Form Builder is a powerful tool for creating forms, while Salesforce is a leading CRM software. The goal is to automatically add customer details from a form submission to Salesforce as a new contact.

This integration allows businesses to streamline their lead management process. With Pabbly Connect, you can easily connect your form submissions to your CRM without any coding skills. This is particularly useful for enhancing customer relationship management by ensuring that all leads are captured efficiently.

2. Accessing Pabbly Connect to Set Up Integration

To start the integration, navigate to the Pabbly website and access Pabbly Connect. If you are a new user, you can sign up for a free account which allows you to perform 100 tasks monthly. Existing users can simply sign in to their account.

• Go to the Pabbly website and click on Products.
• Select Pabbly Connect from the list of products.
• Click on Create Workflow to begin setting up your integration.

Once you are in the dashboard, click on the plus sign to create a new workflow. Name your workflow, such as ‘Pabbly Form Builder to Salesforce Integration’. This naming helps you easily identify your workflow later on.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, we will set up the trigger and action within Pabbly Connect. The trigger will be a new form submission from Pabbly Form Builder, which will initiate the action of creating a new contact in Salesforce. Select Pabbly Form Builder as your application name and choose ‘New Form Submission’ as the trigger event.

After selecting the trigger, you will receive a webhook URL. This URL needs to be copied and added to your Pabbly Form Builder account to capture responses. In your Pabbly Form Builder dashboard, navigate to the form you wish to integrate, click on the integration tab, and paste the webhook URL in the designated area.

4. Mapping Data to Salesforce for New Contacts

After setting up the trigger, we need to map the data from the form submission to Salesforce. This step is crucial as it ensures that all relevant details are accurately transferred. In the action window of Pabbly Connect, choose Salesforce and select ‘Create Contact’ as the action event.

Connect your Salesforce account by clicking on ‘Add New Connection’ and allowing access. Once connected, you will need to map the fields such as first name, last name, email address, and phone number from the form submission to the corresponding fields in Salesforce.

• Map the first name and last name from the form submission.
• Map the email address and phone number accordingly.
• Select a lead source, typically set as ‘Web’.

Once all fields are mapped, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly.

5. Testing the Integration in Real-Time

With the mapping complete, it’s time to test the integration. Fill out the Pabbly Form Builder contact form to simulate a real submission. After submitting the form, return to Pabbly Connect to check if the details have been captured successfully.

Once you see the details received in Pabbly Connect, navigate to your Salesforce account to confirm that the new contact has been added. You should be able to see the contact’s name, email, and phone number accurately reflected in Salesforce.

After verifying the integration works, save your workflow in Pabbly Connect. This final step ensures that the integration remains active for future submissions.

Conclusion

In this tutorial, we explored how to integrate Pabbly Form Builder with Salesforce using Pabbly Connect. By following the steps outlined, you can automate the process of adding leads from your form submissions to your Salesforce account seamlessly. This integration not only saves time but also enhances your lead management capabilities.