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Update Salesforce CRM Automatically from Website Form Submissions

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, navigate to its homepage by entering the URL in your browser. This is where you can create your automation workflows.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Pabbly Connect offers 100 free tasks every month for new users to explore its features.

2. Setting Up the Trigger in Pabbly Connect

After logging into Pabbly Connect, head to the workflow page to set up your automation. Here, you will define the trigger that starts the workflow. In this case, we will use a website form as the trigger.

Click on the ‘Add Trigger’ button.
Select ‘Webhook’ as the application.
Choose ‘Catch Webhook’ as the event.

This webhook will act as the bridge between your website form and Pabbly Connect. After selecting the webhook, you will receive a unique URL to paste into your website form code.

3. Configuring Your Website Form with Pabbly Connect

Now, integrate the webhook URL into your website form code. This step is crucial for capturing lead information directly into Pabbly Connect.

Replace the dummy URL in your form code with the webhook URL provided by Pabbly Connect. Save the changes to your form code. Once done, submit a test lead through your form to ensure it works.

4. Setting Up the Action in Salesforce CRM

After successfully capturing the lead through Pabbly Connect, the next step is to set up the action in Salesforce CRM. This action will create a new contact based on the lead information.

Search for Salesforce CRM in Pabbly Connect.
Select ‘Create Contact’ as the action event.
Connect your Salesforce account to Pabbly Connect.

Once connected, map the fields from the webhook response to the Salesforce fields. This mapping ensures that the lead details are accurately transferred to Salesforce CRM.

5. Testing the Integration Workflow

To finalize the setup, conduct a test to verify that the integration works smoothly. Submit another test lead through your website form and check Salesforce CRM for the new contact.

Refresh the contacts page in Salesforce to see if the lead information appears correctly. If everything is set up properly, you should see the new contact with all the mapped details from Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate your website form leads directly into Salesforce CRM using Pabbly Connect. By following these steps, you can streamline your lead management process and save time on manual data entry.