Stop Manual Entry: Auto-Sync Leads to Salesforce in Real Time

Learn how to automate lead syncing to Salesforce in real time using Pabbly Connect. Stop manual entry and streamline your lead management process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To automate lead syncing to Salesforce, you first need to access Pabbly Connect. Open a new tab and type in the URL Pabbly.com/connect. Once you reach the homepage, you will see options to either sign in or sign up for free.

If you are a new user, select the ‘Sign Up Free’ option to create your account. This will give you access to 100 free tasks each month, allowing you to practice using Pabbly Connect. Existing users can simply click on ‘Sign In’ to access their accounts. After signing in, navigate to the Pabbly Connect app to begin creating your automation.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will be presented with options to create from scratch or use AI. For this tutorial, select ‘Create from Scratch’ to have full control over your automation.

Next, you will choose between the new workflow builder and the classic one. Opt for the modern workflow builder for a better experience. After selecting it, you will need to name your workflow. Enter a name like ‘Stop Manual Entry: Auto-Sync Leads to Salesforce in Real Time’ and click the ‘Create’ button to continue.

• Click on ‘Create Workflow’.
• Select ‘Create from Scratch’.
• Choose the modern workflow builder.
• Name your workflow and click ‘Create’.

Now you will be directed to the workflow page where you can set up the trigger for your automation.

3. Setting Up the Trigger in Pabbly Connect

The trigger is the first application that initiates your workflow. In this case, you want to connect your website form to Pabbly Connect. This is done using a webhook, which acts as a bridge between your website form and Pabbly Connect.

Select the ‘Webhook by Pabbly’ application and choose the event ‘Catch Webhook’. Click on the ‘Connect’ button to generate a unique webhook URL. This URL will be used in your website form to send data to Pabbly Connect.

• Select ‘Webhook by Pabbly’.
• Choose ‘Catch Webhook’ as the event.
• Click ‘Connect’ to get your webhook URL.

Copy the generated webhook URL and replace the dummy URL in your website form’s code. Save your changes to ensure the form can send data to Pabbly Connect.

4. Testing the Integration with Pabbly Connect

After setting up the webhook, it’s time to test your integration. Fill out your website form with sample data, such as a name, email, and phone number, then submit the form. This should trigger the webhook and send the data to Pabbly Connect.

Return to Pabbly Connect and check for a response from the webhook. You should see the data you just submitted displayed in the response. This indicates that the connection between your website form and Pabbly Connect is successfully established.

Fill out your website form and submit it. Check Pabbly Connect for the webhook response. Verify that the data matches your submission.

If the data appears correctly, you can now proceed to create a new contact in Salesforce.

5. Creating a Contact in Salesforce via Pabbly Connect

To create a new contact in Salesforce, add an action step in your workflow. Search for the Salesforce application and select it. Choose the event ‘Create Contact’ and click ‘Connect’. You will need to authorize Pabbly Connect to access your Salesforce account.

After connecting, you will see fields to map the data from your webhook response to the fields in Salesforce. Use the mapping feature to dynamically insert the lead’s first name, last name, email, and phone number into the corresponding fields in Salesforce.

Add an action step for Salesforce. Select ‘Create Contact’ as the action event. Map the fields from the webhook response to Salesforce fields.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, check your Salesforce account to confirm that the new contact has been created based on the data submitted through your website form.

Conclusion

Using Pabbly Connect, you can automate the process of syncing leads to Salesforce in real time. This eliminates manual entry, reduces errors, and saves time, allowing your business to operate more efficiently. Start using Pabbly Connect today to streamline your lead management process.