How to Add Sendinblue Contact from New Salesforce Lead

How to Add Sendinblue Contact from New Salesforce Lead

What if we say that there is the easiest way to add Sendinblue contact from new Salesforce lead without doing much manual work? Would you believe us?

How to Add Sendinblue Contact from New Salesforce Lead

You might doubt that! But let us introduce you to the amazing tool named Pabbly Connect, a one-stop solution for all repetitive work.

Pabbly Connect is an integration and automation tool that simplifies all of your boring tasks without knowing any kind of coding skills. You can connect multiple applications and allow data transfer between them in a short period of time.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But let’s first understand the need for integration. Salesforce is a cloud computing service that allows businesses to use cloud technology to better connect with customers, partners, and potential users. On the other hand, Sendinblue is one of the best tools for trigger-based and transactional emails. Its automation workflow designer allows you to build campaigns triggered by clicks, opens and even webpage visits.

By integrating Salesforce and Sendinblue via Pabbly Connect, you can add a contact in Sendinblue whenever there is a new lead in Salesforce. The task would be automated, you don’t have to do anything. We have attached a video for the same, just look at it.

Besides, we have a template for this integration that can assist you to get started quickly. Tap on the ‘Use Workflow’ button below to begin. Also, you can go to Marketplace & look for more apps/integrations.

Clone Template Salesforce and Sendinblue

Now, without further ado, let’s follow the step-by-step procedure to integrate Salesforce and Sendinblue.

So, buckle up for the process.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to add Sendinblue contact from new Salesforce lead by clicking on the ‘Sign Up Free‘ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for Salesforce with Sendinblue Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Further, add the name of workflow which in our case is “Salesforce Lead to Sendinblue”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Salesforce to Sendinblue Integration

Further, you have to choose an app to add Sendinblue contact from new Salesforce lead. Pabbly Connect lets you bind or connect unlimited apps within minutes, click here to sign up for unlimited workflows.

(a) Select Application you Want to Integrate

Select Salesforce for Salesforce to MailChimp Integration

In the following step, choose ‘Salesforce’ from the choose app drop-down, and select ‘New Lead’ option from the Trigger Event.

(b) Connect with Salesforce

Connect with Salesforce

After choosing the application click on the ‘Connect With Salesforce’ button for the next step.

Step 5: Connecting Salesforce to Pabbly Connect

Later, to connect Salesforce with Pabbly Connect, you have to authorize the application. For this, you have to log into your Salesforce account.

(a) Authorize Salesforce Account

Authorize Salesforce for Salesforce to MailChimp Integration

In the next window that slides in from the right, again click on the ‘Connect with Salesforce’ button. Authorize your Salesforce account to connect with Pabbly Connect by allowing access. Then, click on the ‘Save’ button.

(b) Paste Instance URL

Paste Instance URL

Now, you get the ‘Instance URL’ from Salesforce website URL. Simply copy and paste it in the respective column as shown in the above image.

Step 6: Create a New Lead

To check if the integration is capturing data or not, we will be going to create a new lead in Salesforce.

(a) Click on Leads

Click on Leads

Now, go to the Salesforce dashboard, and click on ‘Leads’ menu.

(b) Create a New Lead

Create a New Lead for Salesforce to MailChimp Integration

Promptly, click on the ‘New’ button to create a new lead.

(c) Enter Lead Info

Enter Lead Info

Further, you have to enter the new lead details such as first name, last name, address, and so forth. Then, click on the “Save” button to save the details.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

Subsequently, go to the Pabbly Connect window, and click on the ‘Save and Send Test Request’ button to get the response. At last, hit the ‘Save’ button.

Step 8: Setting Action for Salesforce to Sendinblue Integration

To make this Salesforce-Sendinblue integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Sendinblue

Later on, hit the + button below & choose the application that you want to integrate. Here we will choose “Sendinblue” to integrate and in the method section select “Create a Contact”.

(b) Click the Connect Button

Click Connect Sendinblue

After choosing the application hit the “Connect with Sendinblue” button to move forward.

Step 9: Connecting Sendinblue to Pabbly Connect

Now, in order to connect Sendinblue to Pabbly Connect, you have to paste the API key into the Pabbly Connect dashboard from your Sendinblue account. Hence for that, you have to log in to your Sendinblue account.

(a) Click on the API Link

Click on Link to get API Key

Once you hit the “Connect” button, a pop-up will slide in from the right side asking for the API key of your Sendinblue account. Just, hit the given link to get the API key.

(b) Copy the API Key

Copy API Key Sendinblue

After you press the API link, you will reach the SMTP & API page of your Sendinblue account. Simply copy the given API key in order to proceed further.

(c) Paste the API Key

Paste the API Key Sendinblue

Following that, paste the copied API key into the Pabbly Connect dashboard and then tap on the “Save” button.

(d) Map the Fields

Map the Fields

After connecting with your Sendinblue account, map all the fields quickly like list ID, name, etc. Once you are done adding up all field data hit the “Save & Send Test Request” button.

(e) Save and Sent Test Request

Test the Submission and Save

After mapping all the details, all you have to do is “Save & Send Test request”.

Step 10: Check Response in Sendinblue Dashboard

Check Response in Sendinblue Dashboard

Here, as you can see that our integration was successful and the Salesforce lead has been saved as a contact in your Sendinblue account automatically. Forthwith, whenever there will be any new lead in your Salesforce account, they will be automatically saved as contacts in your Sendinblue account.

Conclusion –

Finally, now you know “How to Add Sendinblue Contact from New Salesforce Lead. This is a one-time process, now all your manual work will be done by the online business automation and integration tool i.e Pabbly Connect. Simply follow this step by step procedure mentioned above and your Salesforce to Sendinblue integration is all set.

So, what are you waiting for? Go ahead & catch your deal by signing up for a free account. In case of any queries, please drop your comments below. We will get back to you as soon as possible.

You May Also Like To Read –

How to Add Salesforce Lead from New Formstack Form Submission

How to Add Salesforce Lead from New Formstack Form Submission

Are you looking for the easiest way to add Salesforce lead from new Formstack form submission automatically? If yes, then here in this blog, we will walk you through the process using Pabbly Connect.

How to Add Salesforce Lead from New Formstack Form Submission

Pabbly Connect allows you to automate all your repetitive work without needing any coding skills. In a matter of time, you can connect multiple applications and allows data transmission among them.

Not just this, the only software available in the market that doesn’t restrict on features like path routers, filters, provide unlimited workflows, and much more even in its free plan.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

But before moving forward let’s understand both software and the need for the integration. Formstack is a workplace productivity platform that helps organizations streamline digital work through no-code online forms, documents, and signatures. Whereas, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.

Nonetheless, once you’re done setting up this workflow via Pabbly Connect, the form entry will get automatically listed in Salesforce as lead, whenever there is a new form submission on Formstack.

Plus, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

Also, we have attached a clone template, just click on the below image and you’re good to go. Moreover, if you’re looking for more apps and integration, you can visit our Marketplace.

How

Hence, let’s begin the Formstack and Salesforce integration using Pabbly Connect in real-time.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the procedure to add Salesforce lead from new Formstack form submission by visiting the Pabbly Connect website. Now, click on the “Sign-Up Free” button available. You can either use your existing Gmail account or else manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Now, press the “Access Now” button of the software “Connect” within the Pabbly applications.

Step 3: Workflow for Formstack with Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Then, start with creating a workflow by pressing the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, name the workflow as per the integration or use-case (for example  – Formstack to Salesforce Lead, etc). Then, hit the “Create” button.

Step 4: Setting Trigger for Formstack to Salesforce Integration

Now, in order to automatically add Salesforce lead from new Formstack form submission, you’ll need to set-up a trigger using Pabbly Connect.

(a) Select Application you Want to Integrate

Select Formstack

Now, select the “Formstack” as an app from the “Choose App” field drop-down options. And choose “New Form Submission” as a “Trigger Event”.

(b) Click on Connect Button

Connect with Formstack

Now, simply click on the “Connect with Formstack” button to proceed further.

Step 5: Connecting Formstack to Pabbly Connect

Now, in order to connect Pabbly Connect and Formstack for sharing data, you need to authorize the account. Hence, for that, you need to log into your Formstack account.

(a) Authorize the Application

Authorize Application Formstack

To authorize the application, again we will click on the “Connect with Formstack” button and grant permission to connect Formstack to Pabbly Connect.

(b) Send Test Request

Send Test Request Formstack

Now, to set this webhook URL in your Formstack account, select the form through which you wish to collect data and hit the “Save & Send Test Request” button.

Step 6: Fill a Test Form

After setting up the trigger, now it’s time to make a dummy form submission to collect data from Formstack.

(a) Capture Webhook Response

Capture Webhook Response

Now, in order to test a trigger, hit the “Capture Webhook Response” button on the Pabbly Connect dashboard.

(b) Select Form

Open Formstack Form

Now, select the form in your Formstack dashboard and click on the “Share” option and then open the link in a new tab.

(c) Fill the Form

Fill the Form Formstack

Fill in the form with details like name, email ID, etc.

(d) Submit the Form

Submit Form Formstack

Next, after filling in all the details, click the “Submit Form” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Submit Form” button in Formstack, the form entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Actions for Formstack with Salesforce Integration

To make this Formstack-Salesforce integration work, you have to choose an action for your trigger.

(a) Select Application you want to Integrate

Select Salesforce

Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen “Salesforce” to integrate and in the method section select “Create Lead”.

(b) Click the Connect Button

Connect with Salesforce

After choosing the application click on the “Connect with Salesforce” button to move forward.

Step 9: Connecting Salesforce to Pabbly Connect

To connect Salesforce to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Salesforce account.

(a) Authorize Application

Authorize Application Salesforce

When we click on connect button, a window will slide in from the right side, here we will again click on the “Connect with Salesforce” button and grant permission to integrate Salesforce with Pabbly Connect.

(b) Map the Fields

Map the Fields

After connecting with your Salesforce account, map all the fields quickly like name, email, etc.

(c) Save and Send Test Request

Send Test Request Salesforce

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check the Response in Salesforce Dashboard

Check Response

Finally, you can check the lead’s entry in your Salesforce account. So now you know how to add Salesforce lead from new Formstack form submission using Pabbly Connect.

Conclusion –

That’s all! Here we have mentioned in the layman method “How to Add Salesforce Lead from New Formstack Form Submission”.  When it comes to choosing the automation and integration platform, Pabbly Connect is definitely the answer for you. Not only it is budget-friendly but it provides access to premium features even in its free plan.

So, don’t wait anymore! Go and try Pabbly Connect for free.

You May Also Like to Read:

How to Receive BulkGate SMS from New Shopify Paid Orders

How to Receive BulkGate SMS from New Shopify Paid Orders

Do you want to know a simple way to receive BulkGate SMS from new Shopify paid orders? If yes, then here we will show how you can do it easily with the help of Pabbly Connect.

How to Receive BulkGate SMS from New Shopify Paid Orders

Pabbly Connect is an integration and automation tool that lets you connect countless applications for easy data transmission. It is like a bridge between two applications that help transmit data from one end to another or vice versa.

The best part of using this tool is, you don’t need to know any kind of coding skills.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before jumping on the integration process, let’s understand a lil bit about software and why there is a need for integration. Shopify is an eCommerce website that serves as the foundation for your online shop. It uses patterns to help you arrange the look of your store’s presentation. On the other hand, BulkGate, use SMS gateways, Viber for Company, and other solutions to communicate with customers all over the world.

By integrating Shopify with BulkGate using Pabbly Connect, one can easily send or receive a message whenever an order is placed in Shopify. We have embedded a video for you, have a look at it.

Also, if you want to try this integration out, you can click on the clone template mention below. For more apps and integration, you can explore our Marketplace.

Clone Template Shopify and BulkGate

Here in this article, we are going to integrate Shopify and BulkGate in realtime.

Without any ado, let’s start the process.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to receive BulkGate SMS from new Shopify paid orders by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Further, fill-up all the details manually or you can sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, to receive BulkGate SMS from new paid Shopify orders, login into the Connect account, then click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Shopify to BulkGate Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, add the name of workflow which in our case is “Shopify to BulkGate”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Shopify to BulkGate Integration

Next, after building a workflow, you have to choose the integration app to create a workflow for integrating Shopify to BulkGate. Using Pabbly Connect you can get unlimited actions and triggers, click here to try Pabbly Connect for free.

(a) Select Application you Want to Integrate

Select Shopify

The following step is to select “Shopify” from the dropdown option, then choose the method as “Order Payment”.

(b) Copy the Webhook URL

Copy the Webhook URL

The subsequent step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Shopify to Pabbly Connect

Subsequently, in order to receive BulkGate SMS from the new paid Shopify order, you gotta paste the copied Webhook URL in the software. Therefore, you have to log in to your Shopify account.

(a) Go to Shopify Settings

Go to Settings

Go to the “Settings” section at the bottom of the dashboard after signing in to your Shopify account.

(b) Click on Notifications

Click on Notifications

Next, when you hit Settings, a tab with a different option will open. Promptly, to paste the Webhook URL, simply hit the “Notifications” option.

(c) Move to Webhook Option

Move to Webhook Option

You will see the Webhook option below in the “Notification” tab, just hit the “Create Webhook” button.

(d) Paste the Webhook URL

Paste The Webhook URL

Once you press the “Create Webhook” button, a window will open up with a certain option. In “Event”, choose “Order Payment” from the dropdown, the “Format” would be JSON. Simply paste the copied URL in the “URL” section. Ultimately, hit “Save Webhook” to save the setting.

Step 6: Make a Test Purchase

Promptly, in order to test the integration among Shopify & Pabbly Connect, just make a dummy purchase in your Shopify account of any product.

(a) Capture Webhook Response

Capture Webhook Response

But before making the purchase, you need to go to the Pabbly Connect dashboard and press the button named “Capture Webhook Response”.

(b) Add Customer Details

Make a Purchase to Test Shopify Integration

And, enter all the required details and press the “Continue to Shipping” button and add payment details.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

After clicking on the “Pay Now” option in the Shopify account, the entry will appear on the “Pabbly Connect” dashboard. Moreover, hit the “Save” option.

Step 8: Setting Actions for Shopify to BulkGate Integration

To make this Shopify-BulkGate integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select BulkGate

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘BulkGate’ to integrate and in the method section select ‘Send Notification SMS’.

(b) Click the Connect Button

Click the Connect Button

After choosing the application click on the ‘Connect with BulkGate’ button to move forward.

Step 9: Connecting BulkGate to Pabbly Connect

To connect BulkGate to Pabbly Connect, you have to paste the application ID and application token from your BulkGate account to Pabbly Connect. For that, you need to log in to your BulkGate account.

(a) Click on Modules & APIs

Click on Modules and API Bulkgate

To get the application ID and token, click on the ‘Modules & APIs’ section in your BulkGate dashboard and then click on the ‘Simple API’ option from your ‘My APIs and Modules’ section.

(b) Copy Application ID & Token

Copy API Key Bulkgate

Now, copy the given application ID and application token to move forward.

(c) Paste the Credentials

Paste API Key Bulkgate

Next, simply paste the copied application ID & application token to Pabbly Connect and then hit the ‘Save’ button.

(d) Map the Fields

Map the Fields

After connecting with your BulkGate account, map all the fields quickly like the message text, recipient’s number, etc.

(e) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in BulkGate Dashboard

Check Response in BulkGate Dashboard

In the end, when you check your history section in Bulkgate, you will find the SMS has been delivered to the buyer.

Conclusion –

In a nutshell, this was all about “How to Receive BulkGate SMS from New Shopify Paid Orders”. Consequently, after completing the step-by-step procedure, you will end up auto-sending SMS notifications to the customers via BulkGate for every new sale on Shopify.

However, in the meantime go and try Pabbly Connect for FREE with all its premium features.

Also, do comment us on your queries in the section given below.

You May Also Like To Read –

How to Add Trello Card from New BigCommerce Order

How to Add Trello Card from New BigCommerce Order

Are you looking for a perspicuous way to add new Trello card from new BigCommerce order automatically? If yes, then let us introduce you guys to the most amazing and affordable tool named Pabbly Connect.

How to Add Trello Card from New BigCommerce Order

Primarily, Pabbly Connect is an integration & automation software that enables you to integrate multiple apps and migrate data from one app to another automatically in real-time.

Who doesn’t want to set themselves free from all the repetitive work, and set automation for all the tasks in a single go? Hence to do so, we have the best automation tool for you to make this wish come true i.e, Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before getting started, let’s know a little bit about both software.  Primarily, BigCommerce is considered as an open SaaS platform and a growing headless commerce provider based on the low total cost of ownership and highly flexible APIs. Whereas, Trello is defined as a project management tool that is used to plan and track the project activities progress.

After integrating these applications, whenever there will be any new order placed in your BigCommerce store, the data will get automatically saved in Trello as card in real-time.

You can also check out the video below to get to know more about this integration-

In case, if you want to start immediately, we have attached a ready-made template below. Just click on the image below to get started. You can also go to Marketplace for more integration/apps.

How

So, let’s begin step by step procedure to integrate BigCommerce with Trello using Pabbly Connect.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to add Trello card from new BigCommerce order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Subsequently, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for BigCommerce to Trello Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘BigCommerce to Trello’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for BigCommerce to Trello Integration

As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select-BigCommerce_censored

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘BigCommerce’ for integration. In the method section, select ‘New Order Created’.

(b) Click the Connect Button

Connect-with-BigCommerce_censored_censored

The next step is to click on the ‘Connect with BigCommerce’ button on the dashboard just like in the above-shown image.

Step 5: Connecting BigCommerce to Pabbly Connect

To connect BigCommerce with Pabbly Connect, you have to add the client ID and access token from your BigCommerce account to Pabbly Connect. For that, you have to log in to your BigCommerce account.

(a) Click on Advanced Settings

Advanced Settings BigCommerce

After login into the BigCommerce account, go to the ‘Advanced Settings’ section on the bottom of the dashboard.

(b) Click on API Accounts

API Accounts BigCommerce

Next, you have to click on the ‘API Accounts’ option.

(c) Click on Create API Accounts

Create API Account BigCommerce

Now, click on the ‘Create API Accounts’ button then select the ‘Create V2/V3 API Token’ option.

(d) Name the API Account

Name the API Account

Name the API account according to your requirements to move forward.

(e) Save the API Account

Save the API Account BigCommerce

After making changes in all the settings, click on the ‘Save’ button.

(f) Copy the Credentials

Copy the Credentials BigCommerce

Simply copy the appearing credentials from the BigCommerce dashboard.

(g) Paste the Credentials

Paste the Credentials BigCommerce

Just paste the copied credentials in Pabbly Connect and hit the ‘Save’ button.

(h) Send Test Request

Send Test Request BigCommerce

Now, we need to set this webhook URL in your BigCommerce account and to do that, we will hit the ‘Save & Send Test Request’ button.

Step 6: Make a Test Purchase

To check this integration, we will make a sample purchase in BigCommerce to capture the data.

(a) Capture the Webhook Response

Capture Webhook Response

Now, to capture the data from BigCommerce, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

(b) Add to Cart

Add to Cart BigCommerce

Next, select any of the listed products in your BigCommerce store and hit the ‘Add to Cart’ button.

(c) Click on Proceed to Checkout

Proceed to Checkout

The next step is to click on the ‘Proceed to Checkout’ button.

(d) Add Shipping Details

Add Shipping Details

In this step, now you have to add all the required details of the customer like email ID, address, etc and hit the ‘Continue’ button.

(e) Place an Order

Place Order

Now, add your credit/debit card details and hit the ‘Place Order’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Place Order’ in BigCommerce, the order info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for BigCommerce to Trello Integration

To make this BigCommerce-Trello integration work, you have to choose two actions for your trigger. The first action is of BigCommerce to acquire the order details from the order ID, and the second action is of Trello to create the card.

(a) Select Application you Want to Integrate

Select BigCommerce Action

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘BigCommerce’ to integrate and in the method section select ‘Get Order By ID’.

(b) Click the Connect Button

Connect with BigCommerce Action

After choosing the application click on the ‘Connect with BigCommerce’ button to move forward.

(c) Add the Credentials

Paste the Credentials BigCommerce

Thereafter, click on the ‘Connect’ button, again we have to add the credentials that we pasted in the trigger section and hit the ‘Save’ button to connect with BigCommerce.

(d) Map the Order ID

Map the Order ID BigCommerce

Next, map the order ID that we got in the trigger section of this integration and click on the ‘Save & Send Test Request’ button.

(e) Save the API Response

Save the API Response BigCommerce

Here, we can see that the order details are fetched, now hit the ‘Save’ button to move forward.

(f) Select Application you Want to Integrate

select-trello-add-new-card

Now, hit the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Trello’ to integrate and in the method section select ‘Add New Card’.

(g) Click the Connect Button

connect-with-trello

After choosing the application click on the ‘Connect with Trello’ button to move forward.

Step 9: Connecting Trello to Pabbly Connect

Next, in order to connect Trello to Pabbly Connect, you have to paste the username, API key and Token from your Trello account into the Pabbly Connect window. Hence, for that, you need to log into your Trello account.

(a) Click the Given Link

Click on Given Link

Next, a window will open, hit the ‘here’ button (hyperlink) given at the end of the line.

(b) Copy the API Key

Copy API Key

Promptly, copy the API key & hit the ‘Token’ to proceed further.

(c) Copy the Username

Copy the Username

Further, click on the ‘Token’, now copy the username & then scroll down the page and press the ‘Allow’ button to get the token.

(d) Copy the Token

Copy the Token

Once you click on the ‘Allow’ button, you will see the Token key, copy it.

(e) Paste the Keys & Token

Paste the Keys and Token

Moreover, paste the copied username, API Key, and Token to connect Trello with Pabbly Connect. Then, hit the ‘Save’ button.

(f) Map the Fields

Map the Fields

After connecting with your Trello account, map all the fields quickly like the board, list, etc.

(g) Save and Send Test Request

Send Test Request

Subsequently, after adding up all field data hit the ‘Save & Send Test Request’ button.

Step 10: Check Response in Trello Dashboard

Check Response

Ultimately, when you check the Trello dashboard, the data of the new BigCommerce order will get auto-populated automatically in Trello as a new card.

Conclusion-

Hopefully, now you know ‘How to Add Trello Card from New BigCommerce Order’ automatically. Pabbly Connect is simple and easy to use and you won’t have to go for any other software after using it. So, what’s stopping you now! Go and catch your deal by signing up for a free account. If you have any suggestions or queries, please drop them down in the comment section, we will get back to you as soon as possible.

You May Also Like to Read –

How to Create Salesforce Lead from Google Sheets Rows

How to Create Salesforce Lead from Google Sheets Rows

Are you looking for the easiest way to create Salesforce lead from Google Sheets rows? If yes, then here in this blog, we will walk you through the process using Pabbly Connect.

How to Create Salesforce Lead from Google Sheets Rows

Pabbly Connect allows you to automate all your repetitive work without needing any coding skills. In a matter of time, you can connect multiple applications and allows data transmission among them.

Not just this, the only software available in the market that doesn’t restrict on features like path routers, filters, provide unlimited workflows, and much more even in its free plan.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

But before moving forward let’s understand both software and the need for the integration. Salesforce’s services allow businesses to use cloud technology to completely connect with customers, partners and potential customers. Whereas Google Sheets is a spreadsheet program offered by Google to save data.

Many time we store the data from multiple platforms in Google Sheets. By Connecting Google Sheets with Salesforce via Pabbly Connect, we will automatically create a lead in Salesforce from the data gathered in Google Connect. We have also inserted a video for you about the same, have a look at it.

Also, we have attached a clone template, just click on the below image and you’re good to go. Moreover, if you’re looking for more apps and integration, you can visit our Marketplace.

Google Sheets and Salesforce Clone Template

Here in this article, we are going to integrate Google Sheets and Salesforce.

How to Create Salesforce Lead from Google Sheets Rows (step by step)
Let’s begin the process.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process of creating Salesforce lead from Google Sheets rows by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Subsequently, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Google Sheets to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create New Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “Google Sheets to Salesforce”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Google Sheets to Salesforce Integration

Next, after building a workflow, you have to choose the integration app to add Salesforce leads from Google Sheets. Using Pabbly Connect you can avail countless actions and triggers, click here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Google Sheet

The following step is to select “Google Sheets” from the dropdown, then choose the “New Spreadsheet Row” option to append leads in Salesforce from Google Sheets.

(b) Copy the Webhook URL

Copy the Webhook URL

The following step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Google Sheets with Pabbly Connect

To save leads in Salesforce, you gotta paste the copied Webhook URL in the sheet. But before that, you, have to install the Add-on named Pabbly Connect in your Google Sheet.

(a) Create a Google Sheets

Create a Google Sheets

The first thing to do is create a Google Sheets with basic details like the first name, last name, email address, and much more. You can pick a sheet of your choice too.

(b) Click on Add-ons

Click on Add-ons

Further, in the add-on section, you have to click on the “Get add-ons” button to download the “Pabbly Connect Webhook”.

(c) Find Pabbly Connect in G Suite Market Place

Find Pabbly Connect

After clicking on “Get Add-on” a new window will pop-up. Here in the search bar look for Pabbly Connect Webhooks.

(d) Install Pabbly Connect

Install Pabbly Connect

Now just click on the install option and within seconds it will get installed into your Google Sheets.

(e) Press Initial Setup in Google Sheets

Press Initial Setup in Google Sheets

Further, when you click on add-ons, Pabbly Connect Webhook will appear there. Simply click on it, it will open certain options, select “Initial Setup” to smooth the whole Google Sheets- Salesforce integration process.

(f) Paste the Webhook URL

Paste the Webhook URL

In addition, a window with two choices, the Webhook URL and Trigger Column, will appear when you press “Initial Set-Up”. In that segment, just paste your copied Webhook URL from Pabbly Connect and mention the trigger column as appropriate. To confirm the Google Sheets and Salesforce integration, then click on the ‘Send Test’ button. Before submitting a test message, make sure to press ‘Capture Webhook Response’ on the Pabbly Connect dashboard.

When the test request is received, a message in red letters will indicate that the data has been submitted.

(g) Click Send On Event In Google Sheets

Click Send On Event In Google Sheets

This is the extra step you need to do, to ensure that every time new data added to the sheet it will automatically appear in your Salesforce account. For this, all you have to do is click on “Send on Event” in the “Add-On” option.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

The entry will appear on the ”Pabbly Connect “ dashboard as soon as you click on the “Send Test“ option. Next, click on the ‘Save’ button.

Step 7: Setting Actions for Google Sheets to Salesforce Integration

Subsequently, in order to make this Google Sheets-Salesforce integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Salesforce

Now, press the + icon to add an action to your trigger. We will choose “Salesforce” from the drop-down field here. Then, select the method as “Create Lead”.

(b) Click the Connect Button

Click on Connect Button

Immediately, after selecting the application, press the “Connect” button.

(c) Authorize Salesforce Account

Authorize Salesforce Account

Later, it will ask for account permission for which you have to press the “Connect” button.

(d) Map Field Data

Map Field Data

Later on, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is map the required field from the drop-down like for the email field, select the email option, and for the name field select the name option.

(e) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 8: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

Finally, as you can see the response has been auto-populated as a lead in Salesforce.

Conclusion –

That’s all! Here we have mentioned in the layman method “How to Create Salesforce Lead from Google Sheets Rows”.  When it comes to choosing the automation and integration platform, Pabbly Connect is definitely the right choice. Not only it is budget-friendly but it provides access to premium features even in its free plan.

So, don’t wait anymore! Go and try Pabbly Connect for free.

You May Also Like to Read –

 

How to Send SendGrid Email from New BigCommerce Order

How to Send SendGrid Email from New BigCommerce Order

Looking for a way to send SendGrid email from new BigCommerce order automatically? If yes!! Then look no further, as here you are going to get a step by step guide to integrate BigCommerce with SendGrid using Pabbly Connect.

So that whenever a new order will get placed in BigCommerce, the customers will automatically get an email via SendGrid.

How to Send SendGrid Email from New BigCommerce Order

Wouldn’t it be great, if you can just connect one application to another using the third party application to transfer data automatically? Therefore, here in this blog, we’ll be using Pabbly Connect to do so, as it is one of the best automation and integration tools to automate tasks in no time.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before getting started, let’s know a little bit about both software.  Primarily, BigCommerce is considered as an open SaaS platform and a growing headless commerce provider based on the low total cost of ownership and highly flexible APIs. Whereas, SendGrid is a customer communication platform for transactional and marketing emails.

Using Pabbly Connect, you can easily send emails to the customers from BigCommerce through your SendGrid account whenever an order is placed in the BigCommerce store.

This way you can save yourself from doing all the repetitive work & can ultimately save a lot of time & effort. We have also attached a video tutorial for the same, have a look at it-

Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Only integrate it once & relax, it will handle all the workload later. Besides, you can access all the features even in its free plan.

Also, we have a template for this integration that can assist you to get started quickly. Solely go to  Marketplace and look for the apps you want to begin with. Further, tap on the image below to get started.

Workflow Sample- Copy (20)

So, let’s begin step by step procedure to integrate BigCommerce with SendGrid using Pabbly Connect.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to send SendGrid email from new BigCommerce order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Subsequently, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for BigCommerce to SendGrid Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘BigCommerce to SendGrid’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for BigCommerce to SendGrid Integration

As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select-BigCommerce_censored

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘BigCommerce’ for integration. In the method section, select ‘New Order Created’.

(b) Click the Connect Button

Connect-with-BigCommerce_censored_censored

The next step is to click on the ‘Connect with BigCommerce’ button on the dashboard just like in the above-shown image.

Step 5: Connecting BigCommerce to Pabbly Connect

To connect BigCommerce to Pabbly Connect, you have to add the client ID and access token from your BigCommerce account to Pabbly Connect. For that, you have to log in to your BigCommerce account.

(a) Click on Advanced Settings

Advanced Settings BigCommerce

After login into the BigCommerce account, go to the ‘Advanced Settings’ section on the bottom of the dashboard.

(b) Click on API Accounts

API Accounts BigCommerce

Next, you have to click on the ‘API Accounts’ option.

(c) Click on Create API Accounts

Create API Account BigCommerce

Now, click on the ‘Create API Accounts’ button then select the ‘Create V2/V3 API Token’ option.

(d) Name the API Account

Name the API Account BigCommerce

Name the API account according to your requirements to move forward.

(e) Save the API Account

Save the API Account BigCommerce

After making changes in all the settings, click on the ‘Save’ button.

(f) Copy the Credentials

Copy the Credentials BigCommerce

Simply copy the appearing credentials from the BigCommerce dashboard.

(g) Paste the Credentials

Paste the Credentials BigCommerce

Just paste the copied credentials in Pabbly Connect and hit the ‘Save’ button.

(h) Send Test Request

Send Test Request BigCommerce

Now, we need to set this webhook URL in your BigCommerce account and to do that, we will hit the ‘Save & Send Test Request’ button.

Step 6: Make a Test Purchase

To check this integration, we will make a sample purchase in BigCommerce to capture the data.

(a) Capture the Webhook Response

Capture Webhook Response

Now, to capture the data from BigCommerce, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

(b) Add to Cart

Add to Cart BigCommerce

Next, select any of the listed products in your BigCommerce store and hit the ‘Add to Cart’ button.

(c) Click on Proceed to Checkout

Proceed to Checkout

The next step is to click on the ‘Proceed to Checkout’ button.

(d) Add Shipping Details

Add Shipping Details BigCommerce

In this step, now you have to add all the required details of the customer like email ID, address, etc and hit the ‘Continue’ button.

(e) Place an Order

Place Order

Now, add your credit/debit card details and hit the ‘Place Order’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Place Order’ in BigCommerce, the order info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for BigCommerce to SendGrid Integration

To make this BigCommerce-SendGrid integration work, you have to choose two actions for your trigger. The first action is of BigCommerce to acquire the order details from the order ID, and the second action is of SendGrid to send the email.

(a) Select Application you Want to Integrate

Select BigCommerce Action

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘BigCommerce’ to integrate and in the method section select ‘Get Order By ID’.

(b) Click the Connect Button

Connect with BigCommerce Action

After choosing the application click on the ‘Connect with BigCommerce’ button to move forward.

(c) Add the Credentials

Paste the Credentials BigCommerce

Thereafter clicking on the ‘Connect’ button, again we have to add the credentials that we pasted in the trigger section and hit the ‘Save’ button to connect with BigCommerce.

(d) Map the Order ID

Map the Order ID BigCommerce

Next, map the order ID that we got in the trigger section of this integration and click on the ‘Save & Send Test Request’ button.

(e) Save the API Response

Save the API Response BigCommerce

Here, we can see that the order details are fetched, now hit the ‘Save’ button to move forward.

(f) Select Application you Want to Integrate

Select SendGrid

Now, hit the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘SendGrid’ to integrate and in the method section select ‘Send an Email’.

(g) Click the Connect Button

Connect with SendGrid

After choosing the application click on the ‘Connect with SendGrid’ button to move forward.

Step 9: Connecting SendGrid to Pabbly Connect

Next, in order to connect SendGrid to Pabbly Connect, you have to paste the API key from SendGrid to Pabbly Connect. Hence for that, you have to log in to your SendGrid account.

(a) Go to SendGrid Settings

Settings SendGrid

Next, in order to get the API key, hit the ‘Settings’ option in your SendGrid dashboard, and then select ‘API Keys’.

(b) Click on Create API Key Button

Create API Key SendGrid

Subsequently, press the given ‘Create API Key’ button to generate the new API key.

(c) Generate New API

Generate New API Key Sendgrid

Later on, name the API key as per your requirements, select the ‘Full Access’ option for the API, and hit the ‘Create & View’ button.

(d) Copy the API Key

Copy the API Key SendGrid

Solely copy the generated API key in order to proceed further.

(e) Paste the API Key

Paste the API Key SendGrid

Next, now it’s time to paste the copied API key in the Pabbly Connect dashboard and then tap on the ‘Save’ button.

(f) Map the Fields

Map the Fields Sendgrid

After connecting with your SendGrid account, map all the fields quickly like the subject, sender’s email, etc.

(g) Save and Send Test Request

Send Test Request

After adding up all field data hit the ‘Save & Send Test Request’ button.

Step 10: Check Response in Gmail Dashboard

Check Response

Conclusively, when you check the Gmail dashboard, the email has been delivered to the buyer from your SendGrid account on the new BigCommerce order.

Conclusion –

That’s it! Here we provide in detail ‘How to Send SendGrid Email from New BigCommerce Order’ using the software. Just follow the step by step procedure mentioned above & your BigCommerce to SendGrid integration will be set.

So, what are you waiting for? Go ahead and catch your deal by signing up for a free account.

You May Also Like to Read –

How to Create Salesforce Contact from New BigCommerce Order

How to Create Salesforce Contact from New BigCommerce Order

Are you in search of the free and fastest way to create Salesforce contact from new BigCommerce order automatically? If yes, then let us introduce you guys to the amazing tool named Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another automatically in real-time.

How to Create Salesforce Contact from New BigCommerce Order

Sometimes we want the contacts to be added in Salesforce whenever a new order is placed in BigCommerce automatically, and to make this wish come true Pabbly Connect is here.

But let’s not jump straight into the integration process, let’s discuss a little bit about both the services. So, BigCommerce is considered an open SaaS platform provider and a growing headless commerce provider based on the low total cost of ownership and highly flexible APIs. Whereas, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Nonetheless, once you’re done setting up this workflow. Your customers will get automatically listed in Salesforce as contacts, whenever there is a new order placed on BigCommerce. Plus, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

However, there is no direct integration possible for these two services yet. So, we are going to use Pabbly Connect to make this integration possible.

Using this software, you can effortlessly share data within multiple premium services easily. More importantly, it won’t need any coding skills & even a novice can use it effectively. Moreover, this would be just a one-time setup. After that, the data will automatically be transferred in real-time.

Furthermore, we’ve attached a template for this integration to help you get started more quickly. You can tap the image below to get started. Also, you can go to Marketplace & look for more apps/integrations.

How

So, tighten your belts as we’re going to discover how to connect BigCommerce and Salesforce in real-time.

Step 1: Sign up to Pabbly Connect

Sign Up

We will start the process to create Salesforce contact from new BigCommerce order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Subsequently, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for BigCommerce to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘BigCommerce to Salesforce’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for BigCommerce to Salesforce Integration

As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select-BigCommerce_censored

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘BigCommerce’ for integration. In the method section, select ‘New Order Created’.

(b) Click the Connect Button

Connect-with-BigCommerce_censored_censored

The next step is to click on the ‘Connect with BigCommerce’ button on the dashboard just like in the above-shown image.

Step 5: Connecting BigCommerce to Pabbly Connect

To connect BigCommerce to Pabbly Connect, you have to add the client ID and access token from your BigCommerce account to Pabbly Connect. For that, you have to log in to your BigCommerce account.

(a) Click on Advanced Settings

Advanced Settings BigCommerce

After login into the BigCommerce account, go to the ‘Advanced Settings’ section on the bottom of the menu.

(b) Click on API Accounts

API Accounts BigCommerce

Next, you have to click on the ‘API Accounts’ option.

(c) Click on Create API Accounts

Create API Account BigCommerce

Now, click on the ‘Create API Accounts’ button then select the ‘Create V2/V3 API Token’ option.

(d) Name the API Account

Name the API Account BigCommerce

Name the API account according to your requirements to move forward.

(e) Save the API Account

Save the API Account BigCommerce

After making changes in all the settings, click on the ‘Save’ button.

(f) Copy the Credentials

Copy the Credentials BigCommerce

Simply copy the appearing credentials from the BigCommerce dashboard.

(g) Paste the Credentials

Paste the Credentials BigCommerce

Just paste the copied credentials in Pabbly Connect and hit the ‘Save’ button.

(h) Send Test Request

Send Test Request BigCommerce

Now, we need to set this webhook URL in your BigCommerce account and to do that, we will hit the ‘Save & Send Test Request’ button.

Step 6: Make a Test Purchase

To check this integration, we will make a sample purchase in BigCommerce to capture the data.

(a) Capture the Webhook Response

Capture Webhook Response

Now, to capture the data from BigCommerce, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

(b) Add to Cart

Add to Cart BigCommerce

Next, select any of the listed products in your BigCommerce store and hit the ‘Add to Cart’ button.

(c) Click on Proceed to Checkout

Proceed to Checkout

The next step is to click on the ‘Proceed to Checkout’ button.

(d) Add Shipping Details

Add Shipping Details BigCommerce

In this step, now you have to add all the required details of the customer like email ID, address, etc and hit the ‘Continue’ button.

(e) Place an Order

Place Order BigCommerce

Now, add your credit/debit card details and hit the ‘Place Order’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Place Order’ in BigCommerce, the order info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for BigCommerce to Salesforce Integration

To make this BigCommerce-Salesforce integration work, you have to choose two actions for your trigger. The first action is of BigCommerce to acquire the order details from the order ID, and the second action is of Salesforce to add the contact.

(a) Select Application you Want to Integrate

Select BigCommerce Action

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘BigCommerce’ to integrate and in the method section select ‘Get Order By ID’.

(b) Click the Connect Button

Connect with BigCommerce Action

After choosing the application click on the ‘Connect with BigCommerce’ button to move forward.

(c) Add the Credentials

Paste the Credentials BigCommerce

Thereafter clicking on the ‘Connect’ button, again we have to add the credentials that we pasted in the trigger section and hit the ‘Save’ button to connect with BigCommerce.

(d) Map the Order ID

Map the Order ID BigCommerce

Next, map the order ID that we got in the trigger section of this integration and click on the ‘Save & Send Test Request’ button.

(e) Save the API Response

Save the API Response BigCommerce

Here, we can see that the order details are fetched, now hit the ‘Save’ button to move forward.

(f) Select Application you Want to Integrate

Select Salesforce

Now in this step, click on the + button below and choose ‘Salesforce’ and in the method section select ‘Create Contact’.

(g) Click on Connect Button

Connect with Salesforce

After choosing the application click on the ‘Connect with Salesforce’ button to move forward.

Step 9: Connecting Salesforce to Pabbly Connect

To connect Salesforce with Pabbly Connect, you need to authorize the application. For that, you have to log in to your Salesforce account.

(a) Authorize the Application

Authorize Application Salesforce

When you click on the connect button, a window will slide in from the right side, here again, we will click on the ‘Connect with Salesforce’ button and grant the permission to connect Salesforce to Pabbly Connect.

(b) Map the Fields

Map the Fields

Once you are connected with your Salesforce account, now you have to add all the field data like the last name, first name, etc. Map up all the fields quickly.

(c) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Salesforce Dashboard

Check Response

Here, you can see that integration was successful and the contact has been added in Salesforce from the newly placed order in BigCommerce automatically.

Conclusion –

Finally, at the end of the blog, today you learned about ‘How to Create Salesforce Contact from New BigCommerce Order’ automatically via Pabbly Connect. As you were going through the blog, you must have realized how easy it is to bind any two applications via this magic software Pabbly Connect. The plus point- you don’t have to pay to work on it and you don’t need any coding skills.

Hence, don’t think anymore and sign up today for your free account. For further queries or suggestions, please drop your comments below.

You May Also Like to Read –

How to Send Slack Channel Message from New BigCommerce Order

How to Send Slack Channel Message from New BigCommerce Order

Are you aware that you can easily send Slack channel message from new BigCommerce order using Pabbly Connect?

How to Send Slack Channel Message from New BigCommerce Order

You might doubt that! This a reason why we are providing a step-by-step guide to send Slack messages whenever an order is placed in BigCommerce with the help of an automation tool named Pabbly Connect.

Pabbly connect is an integration and automation tool that lets you connect multiple premium apps in a matter of time. The good thing about the tool is it doesn’t require any kind of coding skill to operate it.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before moving forward let’s understand the services involved and the need for integration. BigCommerce is the best choice for large and fast-growing businesses. It has an impressive range of built-in tools and features to support your online store’s growth. Whereas, Slack is like a chatroom for your whole team. It is a computer application that was created as a way for organizations to communicate both as a group and in personal one-on-one discussions.

By using Pabbly Connect, you can automatically send Slack messages whenever an order is placed in BigCommerce. All you have to set up a workflow which is a one time process. We have also embedded a video for you about the same, have a look at it.

Also, we have attached a clone template, just click on the below image and you’re good to go. Further, you can visit the Marketplace, if you’re looking for more integration.

Clone Template BigCommerce and Slack

Here in this article, we are going to integrate BigCommerce and Slack.

Let’s get started.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to send Slack channel message from new BigCommerce order by pressing on the “Sign Up Free” icon on the Pabbly Connect home page. You can either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, press the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for BigCommerce to Slack Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, describe the workflow just like in the above-shown image. As here I named the workflow as “BigCommerce to Slack”, you can obviously change it as per your requirements.

Step 4: Setting Trigger for BigCommerce to Slack Integration

After specifying the workflow, select the application you want to integrate. Pabbly Connect enables you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select BigCommerce

Now, select the application that you want to integrate. In this case, we are choosing “BigCommerce” for integration, and in the method section, select “New Customer”.

(b) Click Connect Button

Click on Connect Button

Next, press the “Connect with BigCommerce” button.

Step 5: Connecting BigCommerce to Pabbly Connect

Afterwards, to connect BigCommerce with Pabbly Connect, you have to authorize the application. Thus, you have to log in to your BigCommerce account.

(a) Go to Advanced Settings

Go to Advanced Settings

Now, visit the Bigcommece dashboard & hit “Advanced Settings”.

(b) Click on API Accounts

Click on API Accounts

Later, press the “API Accounts”.

(c) Create API Account

Create API Account

Now, hit the button named “Create API Account” & then choose the option “Create V2/V3 API Token”.

(d) Copy the API Path Key

Copy the API Path Key

Furthermore, copy the API Path highlighted in the image & then hit the “Save” button.

(e) Copy the Client ID and Access Token

Copy the Client ID and Access Token

Ultimately, a window will pop-up with API keys. Just copy the “Client ID & Access Token” then hit the “Done” button.

(f) Paste the API Keys

Paste the API Keys

Promptly, paste the respective API keys & tokens in the mentioned columns. Then tap on the “Save” button.

Step 6: Make a Dummy Purchase

Now, to check BigCommerce and Slack integration, we will capture the data from BigCommerce, and for that, we will create an order in BigCommerce

(a) Capture Webhook Response

Capture Webhook Response

Once you add the webhook URL to your BigCommerce account, just press the “Capture Webhook Response” button to capture the data from BigCommerce.

(b) Place an Order

Place an Order

Thereafter, click on add to cart then simply fill-up all the details and place an order.

Step 7: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

After creating the customer in BigCommerce, the customer’s info will appear on the Pabbly Connect dashboard. Next, tap on the “Save” button.

Step 8: Setting Actions for BigCommerce to Slack Integration

Later, to make this BigCommerce-Slack integration work, choose two actions for your trigger. Primary, BigCommerce to get the proper order info from the ID that we got in the trigger part. Secondary, to send channel message in Slack.

(a) Select Application you Want to Integrate

Select BigCommerce

Subsequently, press the + button below & choose the application that you want to integrate. Here we will choose “BigCommerce” and in the method, section select “Get Order By Id”. After choosing the application click on the “Connect with BigCommerce” button.

(b) Authorize Application

Authorize Application

Next, choose the previously used credentials to move forward.

(c) Save & Send Test Request

Save & Send Test Request

Now, map the “Order ID” and then hit the “Save & Send Test Request” button.

(e) Save the API Response

Save the API Response

As we can see that all the information about the order is captured within Pabbly Connect. Now, press the “Save” button.

(f) Select Application you Want to Integrate

Select Slack for QuestionScout to Slack Integration

Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Slack’ to integrate and in the method section choose ‘Send Channel Message (Without Image)’.

(g) Click the Connect Button

Connect with Slack

After selecting the application click on the ‘Connect with Slack’ button to move forward.

Step 9: Connecting Slack to Pabbly Connect

To connect Slack with Pabbly Connect, you have to authenticate the application. For this, log in to your Slack account.

(a) Authorize Application

Authorize Application Slack for QuestionScout to Slack Integration

Next, to authenticate your Slack account, you need to again click on the ‘Connect with Slack’ button and allow your Slack account to connect with Pabbly Connect. At last, click on ‘Save’ button.

(b) Map the Fields

Map the Fields

After connecting with your Slack account, Pabbly Connect automatically fetches all the channels created in Slack. Just, map all the remaining fields like the message, bot name, etc.

(c) Save and Send Test Request

Save and Send Test Request

Once you are done mapping all field data click on the ‘Save & Send Test Request’ button to get the API response. Finally, click on the ‘Save’ button.

Step 10: Check Response in Slack Dashboard

Check Response in Slack Dashboard

In the end, when you check your Slack dashboard, the message would appear there.

Now, whenever there is a new order in BigCommerce, a message would automatically send in Slack.

Conclusion –

Alright! This is our take on the “How to Send Slack Channel Message from New BigCommerce Order”.  Here we have protected you from all the crushing process of connecting different applications. With Pabbly Connect, you can integrate unlimited applications in a matter of time without doing any technical stuff. Just follow all the above-mentioned steps and you’re good to go.

So, don’t waste any more time, go and grab your access by signing up for a free account.

You May Also Like to Read –

How to Create Salesforce Lead from New BigCommerce Order

How to Create Salesforce Lead from New BigCommerce Order

Tired of searching for a way to create Salesforce Lead from new BigCommerce order automatically? If yes! Then here I’m going to give you a step-by-step guide on how to automate the tasks using Pabbly Connect.

How to Create Salesforce Lead from New BigCommerce Order

Well, as we already know that there is no direct integration possible between these two services. Therefore, we’ll be using a third-party software i.e, Pabbly Connect to integrate BigCommerce to Salesforce in real-time.

So basically, Pabbly Connect is an integration & automation service which enables you to share data between multiple applications.

Furthermore, this would be just a single-time setup & after this, the workflow will take care of the rest. Besides, you don’t have to be a developer for that, even a newbie can use it efficiently.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before we begin the procedure, let’s learn a bit about the services. BigCommerce is considered an open SaaS platform provider and a growing headless commerce provider based on the low total cost of ownership and highly flexible APIs.

Whereas, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.

Nonetheless, once you’re done setting up this workflow. Your customers will get automatically listed in Salesforce as lead, whenever there is a new order placed on BigCommerce. Plus, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

Moreover, we have also embedded the template for this integration to help you begin your journey instantly. You can just click on the image available below to get started. Furthermore, visit Marketplace & look for more integrations & apps.

How

Hence, let’s begin the BigCommerce and Salesforce integration using Pabbly Connect in real-time.

Step 1: Sign up to Pabbly Connect

Sign Up

We will start the process to create Salesforce lead from new BigCommerce order by clicking on the ‘Sign Up Free’ icon on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Subsequently, after logging into the account, click on the ‘Access Now’ button of the Connect section in the dashboard.

Step 3: Workflow for BigCommerce to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘BigCommerce to Salesforce’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for BigCommerce to Salesforce Integration

As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select-BigCommerce_censored

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘BigCommerce’ for integration. In the method section, select ‘New Order Created’.

(b) Click the Connect Button

Connect-with-BigCommerce_censored_censored

The next step is to click on the ‘Connect with BigCommerce’ button on the dashboard just like in the above-shown image.

Step 5: Connecting BigCommerce to Pabbly Connect

To connect BigCommerce to Pabbly Connect, you have to add the client ID and access token from your BigCommerce account to Pabbly Connect. For that, you have to log in to your BigCommerce account.

(a) Click on Advanced Settings

Advanced Settings BigCommerce

After login into the BigCommerce account, go to the ‘Advanced Settings’ section on the bottom of the menu.

(b) Click on API Accounts

API Accounts BigCommerce

Next, you have to click on the ‘API Accounts’ option.

(c) Click on Create API Accounts

Create API Account BigCommerce

Now, click on the ‘Create API Accounts’ button then select the ‘Create V2/V3 API Token’ option.

(d) Name the API Account

Name the API Account BigCommerce

Name the API account according to your requirements to move forward.

(e) Save the API Account

Save the API Account BigCommerce

After making changes in all the settings, click on the ‘Save’ button.

(f) Copy the Credentials

Copy the Credentials BigCommerce

Simply copy the appearing credentials from the BigCommerce dashboard.

(g) Paste the Credentials

Paste the Credentials BigCommerce

Just paste the copied credentials in Pabbly Connect and hit the ‘Save’ button.

(h) Send Test Request

Send Test Request BigCommerce

Now, we need to set this webhook URL in your BigCommerce account and to do that, we will hit the ‘Save & Send Test Request’ button.

Step 6: Make a Test Purchase

To check this integration, we will make a sample purchase in BigCommerce to capture the data.

(a) Capture the Webhook Response

Capture Webhook Response

Now, to capture the data from BigCommerce, click on the ‘Capture Webhook Response’ button in Pabbly Connect.

(b) Add to Cart

Add to Cart BigCommerce

Next, select any of the listed products in your BigCommerce store and hit the ‘Add to Cart’ button.

(c) Click on Proceed to Checkout

Proceed to Checkout

The next step is to click on the ‘Proceed to Checkout’ button.

(d) Add Shipping Details

Add Shipping Details BigCommerce

In this step, now you have to add all the required details of the customer like email ID, address, etc and hit the ‘Continue’ button.

(e) Place an Order

Place Order BigCommerce

Now, add your credit/debit card details and hit the ‘Place Order’ button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Place Order’ in BigCommerce, the order info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for BigCommerce to Salesforce Integration

To make this BigCommerce-Salesforce integration work, you have to choose two actions for your trigger. The first action is of BigCommerce to acquire the order details from the order ID, and the second action is of Salesforce to add the lead.

(a) Select Application you Want to Integrate

Select BigCommerce Action

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose ‘BigCommerce’ to integrate and in the method section select ‘Get Order By ID’.

(b) Click the Connect Button

Connect with BigCommerce Action

After choosing the application click on the ‘Connect with BigCommerce’ button to move forward.

(c) Add the Credentials

Paste the Credentials BigCommerce

Thereafter clicking on the ‘Connect’ button, again we have to add the credentials that we pasted in the trigger section and hit the ‘Save’ button to connect with BigCommerce.

(d) Map the Order ID

Map the Order ID BigCommerce

Next, map the order ID that we got in the trigger section of this integration and click on the ‘Save & Send Test Request’ button.

(e) Save the API Response

Save the API Response BigCommerce

Here, we can see that the order details are fetched, now hit the ‘Save’ button to move forward.

(f) Select Application you Want to Integrate

Select Salesforce

Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen ‘Salesforce’ to integrate and in the method section select ‘Create Lead’.

(g) Click the Connect Button

Connect with Salesforce

After choosing the application click on the ‘Connect with Salesforce’ button to move forward.

Step 9: Connecting Salesforce to Pabbly Connect

To connect Salesforce to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Salesforce account.

(a) Authorize Application

Authorize Application Salesforce

When we click on connect button, a window will slide in from the right side, here we will again click on the ‘Connect with Salesforce’ button and grant permission to integrate Salesforce with Pabbly Connect.

(b) Map the Fields

Map the Fields

After connecting with your Salesforce account, map all the fields quickly like name, email, etc.

(c) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the ‘Save & Send Test Request’ button.

Step 10: Check the Response in Salesforce Dashboard

Check Response

Finally, you can check the lead’s entry in your Salesforce account. So now you know how to create Salesforce lead from new BigCommerce order using Pabbly Connect.

Conclusion –

To sum up, this was all about ‘How to Create Salesforce Lead from New BigCommerce Order’. Consequently, after completing the step-by-step procedure, you will end up auto-creating the Salesforce lead from the newly placed BigCommerce orders.

Meanwhile, you can opt for Pabbly Connect for FREE with all its premium features.

Also, comment below your queries and suggestions.

You May Also Like to Read:

How to Create Zendesk Sell Lead from New Facebook Lead Ads

How to Create Zendesk Sell Lead from New Facebook Lead Ads

Do you want to know how to create Zendesk Sell lead from new Facebook lead ads in real-time? If that’s the case then we are suggesting a technique to integrate Facebook and Zendesk Sell using Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you transfer data automatically between remote applications.

How to Create Zendesk Sell Lead from New Facebook Lead Ads

Before we bounce straight into the integration process, let us get a smidgen of information about both services. Facebook is a social media platform or social networking site that allows the user all over the world to connect and interact. However, Zendesk Sell is a sales force automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Since Facebook and Zendesk Sell don’t have any direct way of integration between them, that’s why here we are using Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

After integrating these services, you can easily add new Facebook leads to Zendesk Sell as leads automatically. Moreover, we’ve embedded a video below to assist you with this automation process-

Moreover, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just simply click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

How

Hence, without further delay, let’s follow the step by step procedure to integrate Facebook and Zendesk Sell.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Zendesk Sell lead from new Facebook lead ads by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, tap on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Facebook to Zendesk Sell Integration

(a) Start with a New Workflow

Create New Workflow

Start by creating a workflow for your integration by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Facebook Lead Ads to Zendesk Sell’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Facebook to Zendesk Sell Integration

As soon as you are done naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select-Facebook-1_censored

Now, we will select the application that we want to integrate. In this case, we are selecting ‘Facebook Lead Ads’ for integration. In the method section, select ‘New Lead’.

(b) Click the Connect Button

Connect-with-Facebook_censored

After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button to move forward.

Step 5: Connecting Facebook to Pabbly Connect

Authorize Application Facebook

To connect Facebook to Pabbly Connect, you have to authorize the application. For that, you need to log in to your Facebook account.

Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account.

Step 6: Add a Test Lead

To check if the integration is capturing data or not, we will add a dummy lead in Facebook.

(a) Click on Publishing Tools

Publishing Tools Facebook

Now, go to your Facebook page and click on the ‘Publishing Tools’ option.

(b) Go to Forms Library

Forms Library Facebook

Next, you have to click on the ‘Forms Library’ option to reach the forms page that you have created.

(c) Preview Form

Preview Forms Facebook

Here, select any of the listed forms and then click on the ‘Preview’ link to add a new lead.

(d) Create Lead

Create Lead Facebook

Next, add the name and email of the lead and hit the ‘Next’ button and submit the lead.

(e) Send Test Request

Send Test Request Facebook

Subsequently, Pabbly Connect fetches all the pages and forms available on that Facebook account. Simply, select the page and forms from which you want to get the leads. And then click on the ‘Save & Send Test Request’ button to capture the data from Facebook.

Step 7: Test the Response in Pabbly Connect Dashboard

Save API Response Facebook

Once you click on the ‘Save & Send Test Request’ in Pabbly Connect, the lead info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for Facebook to Zendesk Sell Integration

To make this Facebook-Zendesk Sell integration work, you have to choose three actions for your trigger. The first action of ‘Data Transformers’ to simplify the data that we got in the trigger event, the second action of ‘Text Formatter’ to split the lead’s name in a proper format. And the third action is of ‘Zendesk Sell’ to create a lead.

(a) Select Application you Want to Integrate

Data Transformer

To add the Data Transformer, click on the plus (+) button and select ‘Data Transformer’ from the choose app drop-down and select in the ‘Action Event’ ‘Facebook Leads Ad’.

(b) Click the Connect Button

Connect with Data Transformer

After selecting the application, click on the ‘Connect With Data Transformer’ button.

(c) Map the Fields

Map the Fields Data Transformer

Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through Facebook Lead Ads trigger and then hit the ‘Save & Send Test Request’ button.

(d) Save the API Response

Save API Response Data Transformer

Here, we got the response in the correct format, click on the ‘Save’ button.

(e) Select Application you want to Integrate

Select Text Formatter

Now, to format the text, just hit the (+) button and then, select ‘Text Formatter’ in choose app, and in the action event select ‘Split Text’. Then, click on the ‘Connect With Text Formatter’ button.

(f) Map the Fields

Map the Fields Text Formatter

Now, map the field to make the text in a proper format. After mapping all the details, simply press the ‘Save & Send Test Request’ button.

(g) Save the API Response

Save the API Response Text Formatter

Lastly, you will get the API response. And as you can see, now the text is in the proper format. Now, press the ‘Save’ button.

(h) Select Application you want to Integrate

Select Zendesk Sell

Now in this step, click on the + button below and choose ‘Zendesk Sell’ and in the method section select ‘Create Lead’.

(i) Click on Connect Button

Connect with Zendesk Sell

After choosing the application click on the ‘Connect with Zendesk Sell’ button to move forward.

Step 9: Connecting Zendesk Sell to Pabbly Connect

To connect Zendesk Sell with Pabbly Connect, you need to authorize the application. For that, you need to log into your Zendesk Sell account.

(a) Authorize Application

Authorize Application Zendesk Sell

When you click on the ‘Connect’ button, a window will slide in from the right, here you have to again click on the ‘Connect with Zendesk Sell’ button and then grant the permission to integrate your Zendesk Sell account with Pabbly Connect.

(b) Map the Fields

Map the Fields

Once you are connected with your Zendesk Sell account, now you have to add all the field’s data like name, email, etc. Map up all the fields quickly.

(c) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Zendesk Sell Dashboard

Check Response Zendesk Sell

Here, you can see the integration was successful and the lead from Facebook lead ads has been added to the Zendesk Sell as a Lead automatically.

Conclusion –

Finally, so this is our way and it is the easiest and fastest method to create Zendesk Sell lead from new Facebook lead ads automatically. Because of Pabbly Connect, you can integrate unlimited apps, create unlimited workflows, automate all your projects, and so much more.

You can experience all of these perks without even paying anything as you get to signup for free. You just have to make a few clicks and you are good to go. Therefore, signup now to experience the best integration and automation service.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

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