Automatically Create Salesforce Lead Whenever a New ShipStation Order is Placed Using Pabbly Connect

Learn how to automatically create Salesforce leads from new ShipStation orders using Pabbly Connect. Step-by-step tutorial with detailed integration process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

Pabbly Connect is a powerful integration platform that allows you to connect various applications seamlessly. In this tutorial, we will use Pabbly Connect to integrate ShipStation and Salesforce. This integration will automatically create a Salesforce lead whenever a new order is placed in ShipStation.

To start, you need to access Pabbly Connect. Go to the Pabbly website, hover over the product section, and click on Connect. You can sign in or create a free account to begin using the integration features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘ShipStation to Salesforce’. This name will help you identify the workflow later.

Now, choose the application you want to integrate. Select ShipStation as the trigger application and set the trigger event to ‘New Order’. This means that every time a new order is placed in ShipStation, it will trigger the workflow to create a new lead in Salesforce.

• Select ShipStation as the application.
• Set the trigger event to ‘New Order’.
• Click on ‘Connect’ to link ShipStation with Pabbly Connect.

Once you click on connect, you will need to provide your ShipStation API key and secret. This will authenticate the connection between ShipStation and Pabbly Connect.

3. Capturing Order Data from ShipStation

With the connection established, it is time to test the integration by capturing order data from ShipStation. Create a new order in your ShipStation account. For example, you can create an order for a customer named Sofia Stanley.

After creating the order, go back to Pabbly Connect and click on ‘Save and Send Test Request’. This will capture the data of the last order created in ShipStation. You should see details like the customer’s name, email, and address in the API response.

• Create a new order in ShipStation.
• Click on ‘Save and Send Test Request’ in Pabbly Connect.
• Check the API response for order details.

This step ensures that Pabbly Connect is successfully capturing the necessary data from ShipStation.

4. Integrating Salesforce with Pabbly Connect

Now that we have captured the order data, the next step is to integrate Salesforce. Click on the plus button in your workflow and select Salesforce as the action application. Set the action event to ‘Create Lead’. This will allow Pabbly Connect to create a new lead in Salesforce based on the captured order data.

Connect to Salesforce by allowing access to your account. You will be prompted to fill in the lead details, such as first name, last name, email, and company name. Use the data captured from ShipStation to fill these fields appropriately.

Select Salesforce as the action application. Set the action event to ‘Create Lead’. Map the fields using the data from ShipStation.

Once all fields are filled, click on ‘Save and Send Test Request’ to create the lead in Salesforce. This confirms that Pabbly Connect is facilitating the integration successfully.

5. Verifying Lead Creation in Salesforce

After the lead is created in Salesforce, it’s time to verify that the integration works correctly. Go to your Salesforce account and navigate to the leads section. You should see the new lead created from the ShipStation order.

For example, check if the lead named Sofia Stanley appears with all the relevant details such as email, phone number, and order information. This verification step is crucial to ensure that the integration via Pabbly Connect is functioning as intended.

Navigate to the leads section in Salesforce. Check for the new lead created from ShipStation. Verify all details are accurate and complete.

This final step confirms that your integration is successful and that Pabbly Connect has effectively linked ShipStation and Salesforce, automating the lead creation process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically create Salesforce leads whenever a new order is placed in ShipStation. By following the step-by-step instructions, you can streamline your workflow and enhance your sales process effortlessly.