Integrating Pabbly, Gmail, Box, Salesforce, Asana, and Facebook with Pabbly Connect

Learn how to integrate Pabbly, Gmail, Box, Salesforce, Asana, and Facebook using Pabbly Connect in 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. Accessing Pabbly Connect for Integration

To start integrating applications like Pabbly, Gmail, Box, Salesforce, and others, you first need to access Pabbly Connect. Sign up for a free account, which takes just two minutes. Once logged in, you’ll see the dashboard where you can create workflows.

On the dashboard, click the blue ‘Create Workflow’ button. You will then provide a name for your workflow, such as ‘Sync Contacts from MySQL to CRM’. After naming your workflow, click on ‘Create’ to proceed. This is the first step in using Pabbly Connect to automate your integrations.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your integration using Pabbly Connect. The trigger indicates when the automation should start, while the action specifies what should happen. For example, when a new customer is added to MySQL, a contact is created in Salesforce.

• Select ‘MySQL’ as the trigger application.
• Choose ‘New Row’ as the trigger event.
• Connect your MySQL database by entering the required credentials.

Once the connection is established, you will see the available tables in your MySQL database. Select the table you want to monitor for new entries. This setup allows Pabbly Connect to automatically fetch new customer data from MySQL.

3. Mapping Data to Create Contacts in CRM

Now that you have set up the trigger, the next step is to map the data to create contacts in your CRM using Pabbly Connect. Choose your CRM application, such as Liondesk, and select ‘Create Contact’ as the action event.

Connect your CRM account by providing the necessary permissions. After connecting, you’ll need to fill in the required fields for creating a contact. You can map data from the previous step, such as first name, last name, and email address, directly into these fields.

• Select the first name from the dropdown to map it.
• Do the same for last name and email.
• Ensure all required fields are filled for successful contact creation.

After mapping the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will see a confirmation that the contact has been created in your CRM, demonstrating the effectiveness of Pabbly Connect.

4. Automating the Process with Pabbly Connect

With the trigger and action set up, Pabbly Connect will now automatically create contacts in your CRM whenever new data is added to your MySQL database. This automation saves time and reduces manual data entry errors.

The trigger checks for new data every hour, ensuring that your CRM is always updated with the latest customer information. This way, your team can focus on other tasks while Pabbly Connect handles the data synchronization in the background.

By using Pabbly Connect, you have effectively streamlined your workflow, allowing you to automate the integration between MySQL and your CRM without any manual intervention. This is a significant advantage for businesses looking to optimize their processes.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Pabbly, Gmail, Box, Salesforce, Asana, and Facebook. By following the steps outlined, you can automate your workflows and improve efficiency in managing customer data. With Pabbly Connect, you can easily automate tasks and focus on growing your business.