Automatically Import WebinarKit Registrants as Leads into Salesforce with Pabbly Connect

Learn how to automatically import WebinarKit registrants as leads into Salesforce using Pabbly Connect. Follow this step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically import WebinarKit registrants as leads into Salesforce, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, you will see options to sign in or sign up. If you’re a new user, click on ‘Sign Up for Free’ to get started. Existing users should click ‘Sign In’ to access their accounts. After logging in, locate and click on ‘Access Now’ under Pabbly Connect to enter your dashboard.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, initiate the automation process by clicking on the ‘Create Workflow’ button. You will need to provide a name for your workflow, such as ‘Automatically Import WebinarKit Registrants as Leads into Salesforce,’ and select a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• Here, you will set up triggers and actions for your workflow.

In the workflow window, select your trigger application as WebinarKit. For the trigger event, choose ‘New Webinar Registration’. This setup allows Pabbly Connect to monitor new registrations and trigger the subsequent action of creating leads in Salesforce.

3. Setting Up the Webhook URL

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your WebinarKit account.

Log into your WebinarKit account, navigate to the webinar settings, and click on ‘Edit Webinar’. From there, go to the ‘Other’ section and find the option for Webhook. Paste the copied webhook URL into the ‘Registration Webhook URL’ field and click ‘Save’. This action establishes the connection between WebinarKit and Pabbly Connect.

4. Testing the Integration with Pabbly Connect

To ensure that your integration works, you need to perform a test submission. Open the registration form linked to your webinar and fill it out with test details, such as name, email, and phone number. After submitting the form, Pabbly Connect will capture the registration details through the webhook.

• Check the Pabbly Connect dashboard to see if the response from the test submission is captured.
• Confirm that the details match what was submitted on the form.

If the test submission is successful, you will see the captured data in your workflow. This indicates that Pabbly Connect is correctly receiving data from WebinarKit.

5. Creating Leads in Salesforce

Now that you have confirmed the webhook is working, it’s time to set up the action in Salesforce. In your workflow, select Salesforce as the action application and choose ‘Create Lead’ as the action event. This configuration allows Pabbly Connect to create a new lead in Salesforce every time a new registration occurs.

Connect your Salesforce account by clicking on ‘Add a New Connection’. Grant the necessary permissions to allow Pabbly Connect to access your Salesforce data. Once connected, you will need to map the fields from the WebinarKit registration to the Salesforce lead fields, such as first name, last name, email, and phone number.

After mapping the fields appropriately, click on ‘Save and Send Test Request’. If successful, you should see a new lead created in Salesforce with the details you submitted. This process ensures that every new registrant from WebinarKit is automatically imported as a lead into Salesforce, streamlining your lead management process.

Conclusion

Using Pabbly Connect, you can seamlessly integrate WebinarKit with Salesforce to automatically import registrants as leads. This integration enhances your lead management and improves follow-up efficiency, ultimately boosting webinar attendance and sales outcomes.