Integrate BigCommerce and Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate BigCommerce and Salesforce using Pabbly Connect. Create Salesforce leads from new BigCommerce orders effortlessly with this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate BigCommerce with Salesforce, start by accessing Pabbly Connect. Open your browser and type Pabbly.com. This is the official website for Pabbly, where you can find all their products.

Once on the website, hover over the ‘Products’ section and select ‘Connect’. Click on ‘Sign In’ to access your account. If you don’t have an account, you can create one for free in just a few minutes. Pabbly Connect allows you to try integrations without any coding skills.

2. Create a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow; enter ‘BigCommerce to Salesforce’ as the name.

Next, you will be directed to the trigger setup. In the ‘Choose App’ section, select ‘BigCommerce’ as your trigger app, and for the trigger event, choose ‘New Order Created’. This event will initiate the integration process whenever a new order is placed in BigCommerce.

3. Set Up BigCommerce API for Pabbly Connect

To connect BigCommerce with Pabbly Connect, you need to configure the API settings. In BigCommerce, navigate to ‘Advanced Settings’ and select ‘API Accounts’. Click on ‘Create API Account’ and choose to create a V2 or V3 API token.

Fill in the required fields, including the API account name, and adjust the scopes to allow modifications for customers and orders. After saving, copy the Client ID, Access Token, and Store Hash Key from the API account settings and paste them into the respective fields in Pabbly Connect.

• Navigate to Advanced Settings in BigCommerce.
• Select API Accounts and create a new API account.
• Copy and paste the Client ID, Access Token, and Store Hash Key into Pabbly Connect.

Once these details are entered, click on ‘Save’ in Pabbly Connect to establish the connection.

4. Capture Order Data from BigCommerce

After saving the API details, the next step in Pabbly Connect is to capture the order data. Scroll down to find the option labeled ‘Capture Webhook Response’ and click on it. This will prepare Pabbly Connect to receive data from BigCommerce.

To test this, go back to your BigCommerce store and place a test order. Once the order is confirmed, return to Pabbly Connect and check if the data has been captured. You should see the order details, including customer name and email, reflected in the response.

• Click on Capture Webhook Response in Pabbly Connect.
• Place a test order in BigCommerce.
• Return to Pabbly Connect to verify the captured data.

Ensure that all relevant order details are visible to proceed with the next step of creating a lead in Salesforce.

5. Create a Lead in Salesforce Using Pabbly Connect

Now that you have captured the order data, the final step is to create a lead in Salesforce through Pabbly Connect. Click on the plus button to add a new action step and select ‘Salesforce’ as the app.

For the action event, choose ‘Create Lead’. Connect to your Salesforce account by allowing access when prompted. After successful authorization, map the order details from BigCommerce to the corresponding fields in Salesforce, such as first name, last name, email, and address.

Select Salesforce as the action app. Choose ‘Create Lead’ as the action event. Map the captured data from BigCommerce to Salesforce fields.

Click on ‘Save’ and send a test request. You should see the lead created in Salesforce reflecting the details from the new order in BigCommerce, confirming that the integration is successful.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate BigCommerce and Salesforce seamlessly. By following these steps, you can automate the process of creating Salesforce leads from new BigCommerce orders efficiently. This integration enhances your workflow and ensures that you never miss a potential lead.