Integrate Salesforce with Webflow Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Salesforce with Webflow using Pabbly Connect for automated lead management. Follow our detailed tutorial for step-by-step guidance. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and Webflow Integration

To start integrating Salesforce with Webflow, the first step is to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Access Now’ button for Pabbly Connect to begin the integration process. This powerful automation tool will help you connect your Webflow forms to Salesforce seamlessly.

2. Creating a New Workflow in Pabbly Connect

To create a workflow for your integration, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. You will be prompted to name your workflow, so enter ‘Create Salesforce Lead on Webflow Form Submission’. Choose a folder to save your workflow, such as ‘Salesforce Automations’. using Pabbly Connect

• Click ‘Create’ to finalize your workflow setup.
• You will see two sections: Trigger and Action.

In this workflow, the trigger will capture the form submission from Webflow, and the action will create a new lead in Salesforce. This automation allows you to manage your leads effectively without manual data entry.

3. Setting Up the Trigger with Webflow

For the trigger application, select ‘Webflow V2’ and choose the trigger event as ‘Form Submitted’. Click on the ‘Connect’ button to establish a connection between Webflow and Pabbly Connect. If you have an existing connection, you can use that; otherwise, create a new connection.

To connect, you will need an API token from your Webflow account. Navigate to your Webflow dashboard, select the site you want to connect, and go to the settings. Under the ‘Apps and Integrations’ section, generate a new API token with read and write permissions. Copy this token and paste it back in Pabbly Connect to complete the connection.

4. Testing the Webflow Trigger Connection

After connecting Webflow to Pabbly Connect, it’s time to test the trigger. Perform a test form submission using the Webflow form you created. Fill in the required fields such as first name, last name, mobile number, and email, then submit the form.

• Ensure all details are filled correctly.
• After submission, check Pabbly Connect to see if the response is captured.

If the response is successfully captured, you will see the lead details, confirming that the connection is working. This means that every time a new lead submits a form via Webflow, Pabbly Connect will capture the data automatically.

5. Creating a Lead in Salesforce Using Pabbly Connect

Now that the trigger is set up, it’s time to configure the action step. Select ‘Salesforce’ as the action application and choose ‘Create Lead’ as the action event. Click ‘Connect’ and authorize Pabbly Connect to access your Salesforce account. using Pabbly Connect

Map the fields from the Webflow submission to the corresponding Salesforce lead fields. For instance, map the first name, last name, email, and mobile number. You can also add a description and specify the lead source as ‘Webflow Forms’. Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button.

Upon successful execution, you should receive a positive response, indicating that a new lead has been created in your Salesforce account. Refresh your Salesforce leads page to verify that the new lead appears with the correct details.

Conclusion

This tutorial demonstrated how to integrate Salesforce with Webflow using Pabbly Connect. By automating the lead creation process, you can enhance your efficiency and ensure that your sales team has immediate access to new leads. Start using Pabbly Connect today to streamline your workflows and improve your lead management.