Learn how to automate adding Sendinblue contacts from new Salesforce leads using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for Salesforce and Sendinblue Integration
To begin the integration of Salesforce and Sendinblue, you need to access Pabbly Connect. This platform enables seamless automation between various applications. Start by visiting Pabbly.com/connect and signing up for a free account if you are a new user.
After signing up, log into your account and navigate to the dashboard. Here, you will find a blue button labeled ‘Create Workflow’. Click on it to initiate the setup for integrating Salesforce with Sendinblue.
2. Creating a Workflow in Pabbly Connect
Once you click on ‘Create Workflow’, you will need to provide a name for your workflow. For this integration, name it ‘Add Contact in Sendinblue When Lead is Added in Salesforce’. This name helps to identify the workflow’s purpose easily. using Pabbly Connect
Next, you will see two boxes in front of you, representing the trigger and action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger is a new lead in Salesforce, and the action is to create a contact in Sendinblue.
- Click on the ‘Select App’ dropdown and choose Salesforce.
- Select the trigger event as ‘New Lead’.
- Connect your Salesforce account by following the prompts.
This setup ensures that whenever a new lead is added to Salesforce, Pabbly Connect will capture the lead’s details and prepare to send them to Sendinblue.
3. Adding a New Contact in Salesforce
Before testing the integration, you need to create a new contact in Salesforce. Navigate to your Salesforce dashboard and click on the ‘Contacts’ tab. Here, you can add a new contact by filling in the required fields such as first name, last name, phone number, and email address. using Pabbly Connect
Once you have filled in the details, click on ‘Save’. This action will create a new lead in Salesforce. After saving, return to Pabbly Connect and click the button to fetch the latest contact. Pabbly Connect will retrieve the details of the newly added lead.
- First Name: Dummy
- Last Name: User
- Phone: 123-456-7890
- Email: [email protected]
After fetching the contact details, you will see the information displayed in Pabbly Connect. This confirms that the integration is working correctly up to this point.
4. Setting Up Sendinblue in Pabbly Connect
Now that you have connected Salesforce to Pabbly Connect and added a new lead, it’s time to set up Sendinblue. Go back to your Pabbly Connect workflow and select Sendinblue as the action application. using Pabbly Connect
For the action event, choose ‘Create Contact’. You will need to connect your Sendinblue account by providing your API key. To find your API key, log into your Sendinblue account, navigate to the SMTP & API section, and generate a new API key if you haven’t done so already.
Generate a new API key in Sendinblue. Copy the API key and paste it into Pabbly Connect. Select the appropriate list in Sendinblue where the contact should be added.
After entering the API key and selecting the list, map the fields from Salesforce to Sendinblue, ensuring that the first name, last name, phone number, and email address are correctly aligned.
5. Finalizing the Integration and Testing
With all the necessary fields mapped, click on the button to finalize the integration in Pabbly Connect. This action will send the contact details from Salesforce to Sendinblue automatically. You should see a confirmation message indicating that the contact was created successfully.
To verify the integration, log into your Sendinblue account and navigate to the Contacts section. You should see the newly created contact listed there, confirming that the automation works as intended. From this point onward, every time a new lead is added in Salesforce, that contact will automatically be created in Sendinblue without any manual effort.
This seamless integration using Pabbly Connect not only saves time but also ensures that your email marketing lists are always up-to-date with the latest leads from Salesforce.
Conclusion
In this tutorial, we demonstrated how to integrate Salesforce and Sendinblue using Pabbly Connect. By following these steps, you can automate the process of adding new contacts from Salesforce to Sendinblue, enhancing your email marketing efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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