How to Add KrispCall Contact to Salesforce as Lead Using Pabbly Connect

Learn how to seamlessly add KrispCall contacts to Salesforce as leads using Pabbly Connect. Follow this detailed guide for automation steps. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate KrispCall with Salesforce, the first step is to access Pabbly Connect. Start by searching for Pabbly Connect in your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for free.

If you don’t have an account, you can click on the ‘Sign up for free’ button to create one, which takes only two minutes and gives you 100 free tasks every month. After signing in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear, prompting you to name your workflow. Name it something relevant, like ‘Add KrispCall Contact to Salesforce as Lead,’ and then click on ‘Create’.

• Click the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Click ‘Create’ to proceed.

Now you will see two boxes labeled Trigger and Action. The Trigger will be the event that starts the workflow, while the Action will be what happens next. You need to set up the Trigger first, which will be linked to KrispCall.

3. Setting Up the Trigger with KrispCall

In this step, we will set KrispCall as the Trigger application in Pabbly Connect. Search for KrispCall and select it. Then, choose the Trigger event, which will be ‘New Contact’. This event will initiate the workflow whenever a new contact is added in KrispCall.

Next, you need to connect KrispCall with Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your API key and Secret key from your KrispCall account. To find these, log into your KrispCall account, go to Settings, and then Developers to access your API key and Secret key.

4. Creating Action Steps in Salesforce

After setting up the Trigger with KrispCall, the next step is to set up the Action with Salesforce in Pabbly Connect. Search for Salesforce and select it. The Action event will be ‘Create Lead’. Click on ‘Connect’ and then ‘Add New Connection’. You will need to allow access to your Salesforce account.

To create a new lead, map the details from the KrispCall response. You’ll receive the contact’s full name, which you need to split into first name and last name. Use the Text Formatter by Pabbly Connect to achieve this. Set the separator as a space and map the full name to split it accordingly.

• Search for Salesforce and select it.
• Choose ‘Create Lead’ as the Action event.
• Map the contact details from KrispCall to Salesforce.

Ensure that you also map the company name, phone number, and email address from the KrispCall response to the Salesforce lead fields. After mapping all required fields, click on ‘Save and Send Test’. If successful, you will see a positive response indicating the lead has been created.

5. Testing the Integration and Conclusion

Now that you have set up the workflow in Pabbly Connect, it’s time to test the integration. Go back to your KrispCall account and add a new contact. For example, you can create a contact named Jane Elvis with the necessary details.

After adding the new contact, return to your Salesforce account to check if the lead has been created. Refresh the leads section and you should see the new lead named Jane Elvis. This confirms that the integration between KrispCall and Salesforce is working successfully through Pabbly Connect.

In summary, you have successfully integrated KrispCall with Salesforce using Pabbly Connect. Whenever a new contact is added in KrispCall, it will automatically create a new lead in Salesforce, streamlining your workflow and enhancing productivity.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.