Load Data from Salesforce to MySQL Using Pabbly Connect

Learn how to load data from Salesforce to MySQL using Pabbly Connect. This detailed tutorial provides step-by-step instructions for seamless integration. 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. Accessing Pabbly Connect for Integration

To load data from Salesforce to MySQL, you first need to access Pabbly Connect. Begin by typing ‘Pabbly.com/connect’ in your browser’s address bar and press enter.

Once on the Pabbly Connect page, you will see options to either sign in or sign up. If you already have an account, click on ‘Sign In’. If not, click on ‘Sign Up’ and create your account for free, which includes 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on ‘Create Workflow’. Here, you will name your workflow, for instance, ‘Salesforce to MySQL’. This name helps identify the automation you are setting up. using Pabbly Connect

Upon creating the workflow, you will see two sections: Trigger and Action. The Trigger section is where the event starts, and the Action section is where the event completes. For this integration, select Salesforce in the Trigger section and choose ‘New Lead’ as the event.

• Select Salesforce as the application in the Trigger section.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Connect’ to link your Salesforce account.

After clicking ‘Connect’, follow the prompts to authorize Pabbly Connect to access your Salesforce account. This allows Pabbly Connect to fetch new leads from Salesforce.

3. Configuring Salesforce in Pabbly Connect

Now that Pabbly Connect is connected to Salesforce, you need to configure your Salesforce settings. In the setup, you will need to provide the Instance URL. To find this, go to your Salesforce account, navigate to Setup, then Company Profile, and finally Company Information. using Pabbly Connect

Copy the Instance URL and paste it into Pabbly Connect. After saving, click on ‘Save and Send Test Request’ to retrieve the latest lead from Salesforce. This action confirms that your connection is working correctly.

• Navigate to Salesforce setup and find the Instance URL.
• Paste the URL into Pabbly Connect.
• Click ‘Save and Send Test Request’ to confirm the setup.

Once the test request is successful, you will see the latest lead details captured in Pabbly Connect, which verifies that the integration is functioning correctly.

4. Setting Up MySQL in Pabbly Connect

With Salesforce set up, the next step is to configure MySQL in Pabbly Connect. In the Action section, select MySQL and choose ‘Insert Row’ as the action event. This will enable you to add new leads to your MySQL database. using Pabbly Connect

Click on ‘Connect’ to establish a connection to your MySQL database. Enter your database username, password, host, database name, and port (usually 3306). After entering these details, click on ‘Save’ to connect.

Select MySQL as the application in the Action section. Choose ‘Insert Row’ as the action event. Provide MySQL connection details and click ‘Save’.

Once connected, you will see various tables from your MySQL database. Choose the relevant table where you want to insert the lead data. This setup allows Pabbly Connect to map the lead details from Salesforce to the appropriate fields in your MySQL database.

5. Mapping Data from Salesforce to MySQL

The final step involves mapping the data fields from Salesforce to your MySQL table. In the mapping section, you will match the Salesforce lead details with the corresponding MySQL fields. This ensures that all relevant information is accurately transferred.

Once the mapping is complete, click on ‘Save and Send Test Request’. This action will insert the lead data into your MySQL database. After a successful request, verify that the data appears in your MySQL table, confirming that the integration works as intended.

To test the integration, create a new lead in Salesforce and monitor the MySQL table. The new lead should appear shortly after saving it in Salesforce, demonstrating the effectiveness of using Pabbly Connect for automation.

Conclusion

Using Pabbly Connect to load data from Salesforce to MySQL streamlines data management and enhances productivity. This tutorial provided step-by-step instructions to set up the integration, ensuring seamless data transfer between the two platforms.