Integrate Salesforce and ActiveTrail with Pabbly Connect: A Step-by-Step Guide

Learn how to automatically update Salesforce leads whenever a new contact is updated in ActiveTrail using Pabbly Connect. Follow our detailed guide! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the Pabbly website. Enter the URL in your browser and navigate to the product section. Click on ‘Connect’ and sign in to your account. If you do not have an account, you can sign up for free in just two minutes.

Once logged in, you can access the dashboard of Pabbly Connect, where you will see various workflows. Click on the ‘Create Workflow’ button to start a new integration. Name your workflow as ‘ActiveTrail to Salesforce’ to keep it organized.

2. Setting Up ActiveTrail in Pabbly Connect

In this step, you will set up ActiveTrail as the trigger application in Pabbly Connect. Choose ActiveTrail from the app selection menu and select the trigger event as ‘Contact Updated’. This means whenever a contact is updated in ActiveTrail, it will trigger the workflow to update the lead in Salesforce.

• Select ‘ActiveTrail’ as the app.
• Choose ‘Contact Updated’ as the trigger event.
• Click on ‘Connect with ActiveTrail’ to establish the connection.

After selecting the trigger event, you will be prompted to connect your ActiveTrail account. You can either create new credentials using the API key from ActiveTrail or use existing credentials. To retrieve your API key, log in to ActiveTrail, navigate to the integrations section, and find the API keys option.

3. Capturing Webhook Response from ActiveTrail

Once the connection is established, you will need to set up a webhook in Pabbly Connect. This webhook will capture the response when a contact is updated in ActiveTrail. After saving the connection, click on ‘Save and Send Test Request’ to set up the webhook.

After setting up the webhook, Pabbly Connect will wait for a response. To test this, go back to ActiveTrail and update an existing contact. For instance, change the email address of a contact to see if the changes reflect in Salesforce.

• Update a contact in ActiveTrail.
• Return to Pabbly Connect to capture the webhook response.
• Ensure the updated information is displayed correctly.

Once the response is captured, you can see the updated contact details in Pabbly Connect. This confirms that the webhook is functioning correctly and ready to proceed to the next steps.

4. Searching for Salesforce Lead in Pabbly Connect

The next step involves searching for the corresponding lead in Salesforce using Pabbly Connect. Add an action step and select Salesforce as the application. Choose the action event as ‘Search for a String’ to find the updated contact.

When prompted, enter the details for the query. For example, you may want to search by phone number. Map the phone number from the webhook response to check if it exists in Salesforce. If the lead is found, Pabbly Connect will return the lead ID, confirming that the lead exists.

Select Salesforce as the action app. Choose ‘Search for a String’ as the action event. Map the phone number field to search for the lead.

Once the search is complete, save the response. This step is crucial as it ensures that updates will only occur if the lead exists in Salesforce, preventing any errors in the data flow.

5. Updating the Salesforce Lead with New Information

In the final step, you will update the Salesforce lead with the new information retrieved from ActiveTrail using Pabbly Connect. Add another action step, select Salesforce, and choose ‘Update Lead’ as the action event. This will allow you to update the lead with the new contact details.

Map the fields from the webhook response to the Salesforce update fields. For example, map the lead ID, email, and any other relevant fields. After mapping the fields, click on ‘Save and Send Test Request’ to execute the update.

Choose ‘Update Lead’ as the action event in Salesforce. Map the lead ID and other fields from ActiveTrail. Execute the update and check for successful response.

Upon successful execution, the lead in Salesforce will reflect the updated information from ActiveTrail. Every time a contact is updated in ActiveTrail, the corresponding lead in Salesforce will also be updated automatically through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate ActiveTrail and Salesforce. By following these steps, you can ensure that your Salesforce leads are automatically updated whenever a new contact is updated in ActiveTrail. This integration streamlines your workflow and enhances data accuracy across platforms.