Automate Lead Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management using Pabbly Connect with Elementor, Google Sheets, Salesforce, and Slack. Streamline your workflow effectively! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Management

To start automating lead management, first, access Pabbly Connect by visiting its official website. If you are new, you can sign up for free and enjoy 100 free tasks each month. For existing users, simply sign in to your account.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on Pabbly Connect to begin creating your automation workflow. This platform will facilitate the integration of Elementor, Google Sheets, Salesforce, and Slack seamlessly.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. Enter ‘Automatically Manage New Leads with Pabbly Connect’ as the workflow name. using Pabbly Connect

• Select a folder to save your workflow.
• Click ‘Create’ to finalize the setup.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger is the event that starts your automation, while actions are the subsequent tasks that occur in response to the trigger. In this case, the trigger will be a new form submission from Elementor.

3. Setting Up the Trigger with Elementor

For the trigger application, select Elementor and choose the event as ‘New Form Submission.’ This means that whenever a new lead fills out the form on your website, Pabbly Connect will capture this data automatically.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Elementor to Pabbly Connect. Next, go to your Elementor form, click on the form field, and navigate to ‘Actions After Submit.’ Here, add a new action and select ‘Webhook.’ Paste the copied URL into the provided field and save your changes.

4. Adding Actions: Google Sheets, Salesforce, and Slack

Now that your trigger is set up, it’s time to add actions. First, select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Click on ‘Connect’ to link Google Sheets with Pabbly Connect. Authorize your Google account and select the spreadsheet where you want to store lead details.

• Map the fields: First Name, Last Name, Email, and Phone Number.
• Click ‘Save and Send Test Request’ to verify the connection.

Next, add another action step for Salesforce. Select Salesforce as the action application and choose ‘Create Contact’ as the action event. Similar to Google Sheets, connect your Salesforce account and map the necessary fields for the new contact. Finally, add one more action for Slack to send a notification about the new lead.

5. Testing and Verifying the Integration

After setting up your actions, it’s crucial to test the entire workflow. Go back to your Elementor form and fill it out to generate a test lead. Once you submit the form, Pabbly Connect should capture the lead details and create a new row in Google Sheets, a contact in Salesforce, and send a notification in Slack.

Check each application to ensure that the data has been recorded correctly. In Google Sheets, you should see the new lead details, in Salesforce, a new contact should be created, and on your Slack channel, there should be a notification alerting your team about the new lead.

Conclusion

By following this guide, you can effectively automate lead management using Pabbly Connect, Elementor, Google Sheets, Salesforce, and Slack. This integration streamlines your workflow and ensures timely responses to potential customers.