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. This step-by-step guide will walk you through the integration process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WebinarKit and Salesforce Integration

In this tutorial, we will explore how to use Pabbly Connect to automatically import WebinarKit registrants as leads into Salesforce. This integration is essential for businesses that wish to streamline their lead generation process. By connecting these two applications, you can ensure that every new registration is captured as a lead in Salesforce, enhancing your follow-up efficiency.

To begin, navigate to the Pabbly Connect website by entering Pabbly.com/connect in your browser. Here, you have the option to sign in if you’re an existing user or sign up for free if you’re new. Pabbly Connect allows you to automate workflows without needing any programming knowledge, making it accessible for everyone.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see various applications. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, we will name it ‘Automatically Import WebinarKit Registrants as Leads into Salesforce’.

• Click on the ‘Create’ button to start the workflow.
• You will be directed to the workflow window where you can set up the trigger and action.

In the workflow window, select ‘WebinarKit’ as your trigger application. For the trigger event, choose ‘New Webinar Registration’. This setup ensures that every time a new registration occurs, the workflow is activated, allowing you to manage leads efficiently.

3. Connecting WebinarKit to Pabbly Connect

To connect WebinarKit to Pabbly Connect, you will receive a webhook URL after selecting your trigger event. Copy this URL as it will be used to link your WebinarKit account with Pabbly Connect.

Next, log in to your WebinarKit account. Navigate to the webinar you wish to integrate, click on ‘Edit Webinar’, and then go to the ‘Other’ section. Here, you will find the option to paste the webhook URL into the registration webhook URL field. After pasting the URL, click on ‘Save’ to update the settings.

4. Testing the Webhook Connection

After saving the webhook URL in WebinarKit, return to Pabbly Connect. The interface will indicate that it is waiting for a webhook response. To test this, submit a test registration using your webinar form. Fill in the required fields such as first name, last name, email, and phone number, then click ‘Register’.

• Ensure all data fields are filled out correctly.
• Check if Pabbly Connect captures the response successfully.

Once the test registration is completed, return to Pabbly Connect to confirm that it has captured the data. You should see the details of the registrant, which verifies that the connection is functioning properly.

5. Setting Up Salesforce Integration with Pabbly Connect

With the webhook response confirmed, the next step is to set up Salesforce in Pabbly Connect. Select Salesforce as your action application and choose the ‘Create Lead’ action event. This means that every new registration will automatically create a lead in Salesforce.

You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Add New Connection’ and grant the necessary permissions to allow Pabbly Connect to access your Salesforce data. Once connected, you can map the lead details from the previous step, such as first name, last name, email, and phone number.

Conclusion

In conclusion, using Pabbly Connect to automatically import WebinarKit registrants as leads into Salesforce streamlines the lead generation process. This integration ensures that your sales team can follow up promptly, reducing no-shows and improving attendance at your webinars. By following these steps, you can enhance your lead management and boost your business’s effectiveness.