How to Create Salesforce Lead on Webflow Form Submission Using Pabbly Connect

Learn how to automate Salesforce lead creation from Webflow form submissions using Pabbly Connect. Step-by-step guide with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and Webflow Integration

To create a Salesforce lead on Webflow form submission, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, navigate to the dashboard where you can create new workflows. Here, you will set up the integration between Salesforce and Webflow using Pabbly Connect. This process will ensure that every new form submission on your Webflow site automatically generates a lead in Salesforce.

2. Creating a Workflow in Pabbly Connect for Webflow Form Submission

In this section, we will create a new workflow in Pabbly Connect specifically for capturing Webflow form submissions. Click on the ‘Create Workflow’ button on the dashboard. Name your workflow something descriptive, like ‘Webflow to Salesforce Lead’.

• Select ‘Webflow’ as the trigger application.
• Choose the trigger event as ‘Form Submitted’.
• Connect your Webflow account by providing the necessary API token.

After setting up the trigger, you can test the connection to ensure that Pabbly Connect is successfully capturing form submissions. This step is critical for the subsequent lead creation process in Salesforce.

3. Setting Up Salesforce Action in Pabbly Connect

After the trigger is established, the next step is to set up Salesforce as the action application in Pabbly Connect. Click on the ‘Action’ option and select Salesforce from the list of applications. Choose ‘Create Lead’ as the action event.

Now, you will need to connect your Salesforce account. Input your Salesforce credentials and allow Pabbly Connect to access your account. After connecting, map the fields from the Webflow form to the corresponding fields in Salesforce. This mapping is essential for ensuring that the correct data is transferred.

4. Testing the Integration and Confirmation of Lead Creation

Once you have mapped the necessary fields, it’s time to test the integration. Submit a test form through your Webflow site. Pabbly Connect will capture this submission and attempt to create a lead in Salesforce. This step is crucial to verify that everything is functioning as intended.

After submitting the test form, check your Salesforce account to confirm that the lead has been created successfully. You should see the details populated as per your mapping. If the lead appears, it confirms that Pabbly Connect is working correctly to automate the process.

5. Finalizing Automation and Next Steps

With the successful lead creation confirmed, you can finalize the automation setup in Pabbly Connect. Click on the ‘Save’ button to ensure all your configurations are stored. This will activate your workflow, meaning every new Webflow form submission will automatically create a lead in Salesforce.

Now you can focus on optimizing your Webflow forms and monitoring lead generation. Remember, Pabbly Connect will handle the integration seamlessly in the background, allowing you to concentrate on other aspects of your business.

Conclusion

Using Pabbly Connect to automate Salesforce lead creation from Webflow form submissions streamlines your workflow effectively. This integration ensures that your leads are captured instantly, enhancing productivity and efficiency in your sales process.