How to Integrate Webflow and Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Webflow and Salesforce to create leads using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Webflow and Salesforce Integration

To integrate Webflow and Salesforce, you will first need to set up Pabbly Connect. Begin by signing into your Pabbly Connect account. Once logged in, click on the ‘Create Workflow’ button located on the right side of the dashboard.

After clicking the button, provide a suitable name for your workflow, such as ‘Create Leads in Salesforce from Webflow Form Submissions’. Click on the ‘Create’ button to proceed. This will initiate a blank workflow where you can define the trigger and action for your automation.

2. Defining the Trigger Event in Pabbly Connect

The next step involves defining the trigger event in Pabbly Connect. For this integration, the trigger will be a new form submission from Webflow. Select ‘New Form Submission’ as the trigger event.

• Choose ‘New Form Submission’ from the list of available triggers.
• Copy the generated webhook URL provided by Pabbly Connect.
• This URL will be used to connect Webflow with Pabbly Connect.

Now, navigate to your Webflow account and access the settings for your form. Under the Integrations tab, add the copied webhook URL to enable the connection between Webflow and Pabbly Connect.

3. Submitting the Form and Receiving a Response

After setting up the webhook in Webflow, it’s time to test the integration. Fill out your Webflow form with the necessary details such as email address, phone number, and company name. Click on the submit button to send the form data. using Pabbly Connect

Return to your Pabbly Connect dashboard, where you will see that it is waiting for a webhook response. Once the form is submitted, Pabbly Connect will receive the data, which includes all the filled fields from the form submission.

4. Creating a Lead in Salesforce Using Pabbly Connect

Now that you have received the form submission data, the next step is to create a lead in Salesforce. In the action section of Pabbly Connect, select ‘Create Lead’ as the action event. This will allow you to map the data from the form submission to the appropriate fields in Salesforce.

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button and follow the prompts to allow access. Once connected, you will need to map the fields such as first name, last name, email, and phone number from the form submission to the corresponding fields in Salesforce.

• Ensure to separate the first name and last name if they are combined.
• Use the text formatter feature in Pabbly Connect for splitting names.
• After mapping all necessary fields, click on ‘Save and Send Test Request’.

Upon successful execution, you will receive a confirmation with the ID of the newly created lead in Salesforce, confirming that the integration was successful.

5. Verifying Lead Creation in Salesforce

After creating the lead through Pabbly Connect, it’s important to verify that the lead has been successfully created in Salesforce. Log into your Salesforce account and refresh the leads page to see the latest entries.

Check for the lead you just created using the Webflow form submission. The details such as company name, contact information, and address should all be accurately reflected in Salesforce. This confirms that the integration between Webflow and Salesforce via Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to automate lead creation in Salesforce from Webflow form submissions using Pabbly Connect. By following the steps outlined, you can efficiently manage leads and streamline your workflow with these powerful applications.