Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Click with Salesforce CRM, you need to access Pabbly Connect. Open a new tab and search for Pabbly Connect. Once on the landing page, you will see options to sign in or sign up.

If you are a new user, click on the “Sign up free” button to create your account. Existing users can log in directly. After signing in, click on the “Access Now” button under Pabbly Connect to enter the dashboard.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that automates the lead capture process. Click on the “Create Workflow” button in the dashboard of Pabbly Connect. You can either create a workflow from scratch or use AI to assist you.

  • Select the AI option to help create the workflow.
  • Paste the title and use case for your workflow.
  • Send this information to the AI for analysis.

The AI will generate a template for your workflow, which includes the necessary applications and actions. Approve the template to proceed to the next step.

3. Integrating Click with Salesforce CRM

Now, let’s integrate Click with Salesforce CRM using Pabbly Connect. First, choose Click as your trigger application and select the event that triggers the workflow when a new entry is received.

Next, select Salesforce CRM as the action application and choose the “Create Lead” action. This will allow Pabbly Connect to automatically create a lead in Salesforce whenever a new form submission occurs.

  • Connect to Salesforce by clicking the “Connect” button.
  • Authorize Pabbly Connect to access your Salesforce account.
  • Map the fields from Click to Salesforce to ensure data accuracy.

After mapping the fields, save the workflow, and you will see that leads are being created in Salesforce automatically.

4. Generating Personalized Workout Plans with OpenAI

In this step, we will use OpenAI to generate personalized workout plans for the leads captured through Click. OpenAI will be integrated into the workflow using Pabbly Connect.

Click on the “Add New Connection” for OpenAI and enter your API key to connect. Once connected, select the AI model you want to use for generating responses. You can choose GPT-4 or any other model available.

  • Create a prompt for the AI that specifies the details for the workout plan.
  • Map the required fields from Click to the prompt.
  • Test the connection to ensure the AI generates a response.

Once the response is generated, it will be used in the next step to send a message to the lead.

5. Sending Workout Plans via WhatsApp Using Pabbly Chatflow

The final step is to send the generated workout plan to the lead via WhatsApp. For this, you will use Pabbly Chatflow integrated through Pabbly Connect.

Connect to Pabbly Chatflow by adding a new connection and entering your API token. Once connected, you can specify the recipient’s WhatsApp number, the generated workout message, and the lead’s name.

  • Map the WhatsApp number and message content from OpenAI.
  • Test the message sending to ensure it delivers correctly.
  • Save and finalize your workflow.

Now, every time a lead submits their details through Click, they will receive a personalized workout plan instantly via WhatsApp, enhancing their onboarding experience.

Conclusion

By integrating Click with Salesforce CRM using Pabbly Connect, you can automate your lead management process. This setup ensures that leads receive personalized workout plans instantly, significantly improving engagement and conversion rates.