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

Learn how to create Salesforce leads from Webflow form submissions using Pabbly Connect in this detailed tutorial. Follow the exact steps for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesforce leads on Webflow form submission, the first step is to access Pabbly Connect. This powerful automation tool allows you to connect various applications without any coding skills.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account, which provides you with 100 tasks every month. Once logged in, navigate to the dashboard where you can create your workflow.

2. Creating Automation Between Webflow and Salesforce

In this section, you will create an automation workflow using Pabbly Connect to link Webflow and Salesforce. Start by selecting the trigger event, which is set to ‘Form Submitted’ in Webflow. This means that every time a form is submitted, the automation will be triggered.

• Select Webflow as the application.
• Choose ‘Form Submitted’ as the trigger event.
• Connect your Webflow account to Pabbly Connect by entering the required API token.

After setting up the trigger, test the connection to ensure it is working correctly. Once verified, you can proceed to set up the action event in Salesforce.

3. Setting Up Salesforce to Receive Leads

Next, you will configure Salesforce to receive the leads generated from your Webflow form submissions through Pabbly Connect. Select Salesforce as your action application and choose the action event as ‘Create Lead’.

In the setup, you will need to map the fields from the Webflow form to the corresponding fields in Salesforce. This ensures that the information collected from the form is accurately transferred to Salesforce.

• Map the ‘First Name’ field from Webflow to the ‘First Name’ field in Salesforce.
• Map the ‘Last Name’ field from Webflow to the ‘Last Name’ field in Salesforce.
• Map the ‘Email’ and ‘Phone Number’ fields accordingly.

After completing the field mapping, save your settings and send a test request to ensure that the lead is created successfully in Salesforce.

4. Testing the Integration with a Webflow Form Submission

With the integration set up, it’s time to test it by submitting a form on your Webflow site. This step is crucial to verify that Pabbly Connect is effectively capturing the data and creating leads in Salesforce.

Fill out the Webflow form with dummy details, such as first name, last name, email, and phone number. After submission, check your Salesforce account to see if the new lead has been created with the submitted data.

Make sure to review the recent items in Salesforce to confirm that the lead appears correctly with all the mapped information. This step validates that your automation between Webflow and Salesforce is functioning as intended.

5. Conclusion

In this tutorial, we explored how to create Salesforce leads from Webflow form submissions using Pabbly Connect. By following the steps outlined, you can automate the lead generation process efficiently.

This integration not only saves time but also ensures that all your leads are captured accurately in Salesforce, enhancing your workflow and improving productivity.