Integrate Salesforce with Infusionsoft Using Pabbly Connect

Learn how to instantly add Salesforce contacts from new Infusionsoft contacts using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between Infusionsoft and Salesforce efficiently. Begin by logging into your Pabbly Connect account and navigating to the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Choose a name that reflects the purpose, such as ‘Infusionsoft to Salesforce Integration’. This will help you identify the workflow later.

2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. In Pabbly Connect, select Infusionsoft as the trigger application. This will initiate the workflow whenever a new contact is added in Infusionsoft.

• Choose ‘New Contact’ as the trigger event.
• Connect your Infusionsoft account by providing the necessary API credentials.
• Test the trigger to ensure it works correctly, pulling in the latest contact data.

After successfully testing the trigger, you will see a confirmation message in Pabbly Connect. This indicates that the connection to Infusionsoft is established and ready to proceed.

3. Setting Up the Action in Salesforce

Now, it’s time to configure the action that will occur in Salesforce. In Pabbly Connect, select Salesforce as the action application. This step is crucial as it determines what happens when a new contact is created in Infusionsoft.

• Choose ‘Create Contact’ as the action event.
• Connect your Salesforce account by entering your Salesforce credentials.
• Map the fields from Infusionsoft to Salesforce to ensure all necessary data transfers correctly.

Once you have mapped the fields, test the action to confirm that a new contact is created in Salesforce. This step validates that your Pabbly Connect integration is functioning as intended.

4. Finalizing the Integration Workflow

After testing both the trigger and action, it’s time to finalize your integration workflow in Pabbly Connect. Review the settings to ensure everything is configured correctly. Make any necessary adjustments to field mappings or connection settings.

Once satisfied, turn on the workflow to activate the integration. This will allow Pabbly Connect to automatically add new contacts from Infusionsoft to Salesforce without any manual intervention. You can monitor the workflow from the dashboard to ensure it runs smoothly.

5. Benefits of Using Pabbly Connect for Integration

Utilizing Pabbly Connect for integrating Infusionsoft with Salesforce provides numerous benefits. Firstly, it saves time by automating the process of adding contacts, which reduces manual errors and enhances productivity.

Moreover, this integration ensures that your customer data is consistently updated across both platforms, improving your overall customer relationship management. With Pabbly Connect, you can focus on building relationships while the integration handles the data transfer seamlessly.

Conclusion

In conclusion, integrating Salesforce with Infusionsoft using Pabbly Connect streamlines your workflow by automating the addition of new contacts. This tutorial has guided you through the process, ensuring your integration is efficient and effective.