Automating Web Development Inquiries with Pabbly Connect and Salesforce

Learn how to automate web development inquiries using Pabbly Connect and Salesforce. Follow our step-by-step guide for seamless integration. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Automation

To automate web development inquiries, start by setting up Pabbly Connect. This tool allows you to integrate various applications without coding. First, visit the Pabbly website and sign in to your account.

Once logged in, navigate to the dashboard. Here you can find all your workflows. Click on the ‘Create Workflow’ button to initiate the automation process.

Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to handle new inquiries from your web development company. Click on the ‘+’ icon to create a new folder for organization.

Now, name your workflow, for example, ‘Custom Web Application Development Leads in Salesforce’. Select the folder where you want to save this workflow. After naming, click on ‘Create Now’ to proceed.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the desired folder to save the workflow.

After creating the workflow, you will see two boxes: one for the trigger and the other for the action. This setup allows you to define the event that starts the automation and the subsequent action taken.

Defining Trigger and Action in Pabbly Connect

Next, we will define the trigger in Pabbly Connect. For this workflow, select ‘IndiaMART’ as your trigger application. This means that when a new inquiry is received, it will trigger the workflow.

After selecting IndiaMART, you will need to configure the trigger event. Choose ‘New Lead’ as the event that starts the automation. This ensures that every time a new inquiry comes in, it will activate the workflow.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Ensure the trigger is properly configured.

After setting up the trigger, you will need to connect IndiaMART to Pabbly Connect using the provided webhook URL. This URL acts as a bridge between the two applications, allowing data transfer.

Connecting Salesforce to Pabbly Connect

Now that we have set up the trigger, we need to connect Pabbly Connect with Salesforce. Click on ‘Action Application’ and select Salesforce. This will allow you to send the inquiries directly to your Salesforce account.

Next, choose the action event as ‘Create Lead’. This means that every time a new inquiry is triggered, it will automatically create a lead in Salesforce. You will need to authorize Pabbly Connect to access your Salesforce account by clicking on ‘Allow’.

Select Salesforce as the action application. Choose ‘Create Lead’ as the action event. Authorize Pabbly Connect to access your Salesforce account.

After authorization, map the fields from IndiaMART to Salesforce. This ensures that the data from the inquiry is accurately transferred to the correct fields in Salesforce.

Testing and Verifying the Integration

Finally, it is crucial to test the integration between Pabbly Connect and Salesforce. To do this, send a test inquiry from IndiaMART. This will help you verify that the data is correctly captured and sent to Salesforce.

Check your Salesforce account to see if the lead has been created successfully. If everything is set up correctly, you should see the new lead in your Salesforce dashboard, complete with all the details from the inquiry.

Send a test inquiry from IndiaMART. Verify that the lead appears in Salesforce. Ensure all data is accurately transferred.

Once verified, you can finalize the workflow in Pabbly Connect. This automation will now handle all future inquiries seamlessly, saving you time and effort.

Conclusion

In summary, automating web development inquiries with Pabbly Connect and Salesforce streamlines your workflow. By following the steps outlined, you can efficiently manage leads and enhance productivity.