Integrate Campaign Monitor with Salesforce Using Pabbly Connect

Learn how to integrate Campaign Monitor with Salesforce using Pabbly Connect. Follow this detailed tutorial for seamless data transfer. 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. Introduction to Pabbly Connect for Campaign Monitor and Salesforce Integration

Pabbly Connect is a powerful integration tool that facilitates the connection between Campaign Monitor and Salesforce. This integration allows you to automatically add leads in Salesforce whenever a new subscriber is created in Campaign Monitor. By using Pabbly Connect, you can streamline your workflow without needing any coding knowledge.

To start, visit the Pabbly website and navigate to the Pabbly Connect section. You can sign up for a free account, which provides access to basic features, enabling you to test this integration. Once logged in, you can create a new workflow to connect Campaign Monitor with Salesforce.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. Name your workflow something descriptive, like ‘Campaign Monitor to Salesforce Lead.’ This name helps you identify the workflow later.

Next, select Campaign Monitor as the first application in your workflow. Choose the trigger event as ‘New Subscriber’ since we want to create a lead in Salesforce every time a new subscriber is added. Here are the steps to set this up:

• Click on ‘Create Workflow’.
• Name your workflow.
• Select Campaign Monitor as the app.
• Choose ‘New Subscriber’ as the trigger event.

After setting the trigger, connect your Campaign Monitor account by entering your API key. This key is essential for establishing a secure connection between Campaign Monitor and Pabbly Connect.

3. Mapping Fields Between Campaign Monitor and Salesforce

Once you have set up the trigger in Pabbly Connect, the next step is to map the fields from Campaign Monitor to Salesforce. This ensures that the data from the new subscriber is correctly transferred and recorded in Salesforce as a lead. In this step, you will see fields like Full Name, Email, Phone Number, etc.

After connecting your Campaign Monitor account, you will need to create a new subscriber to test the integration. Ensure that you fill in all necessary details, such as:

• Full Name
• Email Address
• Phone Number
• Address
• Company Name

After entering the subscriber’s details, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the data to Salesforce and create a new lead automatically.

4. Connecting Salesforce in Pabbly Connect

Now that you have established the connection with Campaign Monitor, it’s time to connect Salesforce within Pabbly Connect. Select Salesforce as the second application and choose the action event as ‘Create Lead’. This tells Pabbly Connect that when a new subscriber is added in Campaign Monitor, a lead should be created in Salesforce.

Connect your Salesforce account by authorizing Pabbly Connect to access your Salesforce data. After the connection is made, you will need to map the fields from the subscriber data to the lead fields in Salesforce. This includes mapping the subscriber’s Full Name, Email, Phone Number, and Address to the corresponding fields in Salesforce.

Once you have completed the mapping, click on ‘Save and Send Test Request’. This will create a lead in Salesforce with the details from the Campaign Monitor subscriber. You can verify this by checking your Salesforce leads to see if the new lead has been created successfully.

5. Testing the Integration Between Campaign Monitor and Salesforce

After completing the setup in Pabbly Connect, it’s crucial to test the integration to ensure everything is functioning correctly. Go back to Campaign Monitor and add another new subscriber. Make sure to fill in all the details accurately.

Once you have added the new subscriber, return to Pabbly Connect and check if the lead has been created in Salesforce. Refresh your Salesforce leads page and look for the new lead. If everything was set up correctly, you should see the new lead with all the details you entered in Campaign Monitor.

This integration allows for seamless data transfer between Campaign Monitor and Salesforce, ensuring that your sales team has the latest information about potential leads. By utilizing Pabbly Connect, you can automate this process and save valuable time.

Conclusion

In this tutorial, we explored how to integrate Campaign Monitor with Salesforce using Pabbly Connect. By following the outlined steps, you can automate your lead generation process, ensuring that every new subscriber is promptly added as a lead in Salesforce. This integration enhances efficiency and helps maintain an organized lead database.