Creating Salesforce Leads from Systeme.io Form Responses Using Pabbly Connect

Learn how to create Salesforce leads from Systeme.io form responses using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create Salesforce leads from Systeme.io form responses, you need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you are a new user, you can sign up and get 100 free tasks to begin with.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. Name it ‘Create Salesforce Lead from Systeme.io Form Responses’ for clarity. This naming helps in identifying the integration later.

2. Choosing Systeme.io as the Trigger Application

In this step, you will set up the trigger application. Select Pabbly Connect as your integration platform and choose ‘Systeme.io’ as the trigger application. This is crucial because it allows you to initiate the workflow when a new form submission occurs.

• Select ‘Systeme.io’ from the trigger application options.
• Choose the trigger event as ‘Contact Just Subscribed to a Form’.
• Copy the provided webhook URL to connect your Systeme.io account.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your Systeme.io account with Pabbly Connect. Ensure you copy this URL to use it in the next steps.

3. Configuring Systeme.io to Send Data

Now, you need to configure your Systeme.io account to send form data to the webhook URL. Log in to your Systeme.io account and navigate to the ‘Funnels’ section. Select the funnel where your lead form is located. using Pabbly Connect

In the funnel, go to the ‘Automation Rules’ section and click on ‘Add Rule’. Set the trigger as ‘Funnel Step Form Subscribed’. This will ensure that every time someone submits the form, it will send the data to the webhook URL you copied earlier.

4. Setting Up Salesforce as the Action Application

Next, you will set up Salesforce as the action application in Pabbly Connect. In the action step, search for ‘Salesforce’ and select it. Choose the action event as ‘Create Lead’. This step is vital as it defines what will happen once the trigger is activated.

• Click on ‘Connect’ to establish a connection between Salesforce and Pabbly Connect.
• Authorize access to your Salesforce account.
• Map the fields from the Systeme.io response to the corresponding Salesforce lead fields.

Once the connection is established, you will need to map the fields such as First Name, Last Name, Company Name, and Email from the Systeme.io form response to the Salesforce lead creation fields. This mapping ensures that the correct information is sent to Salesforce.

5. Testing the Integration

Finally, it’s essential to test your integration to ensure everything works smoothly. Go back to your Systeme.io form and submit a test entry. In Pabbly Connect, you should see the response received from the form submission.

Click on the action window in Pabbly Connect and send a test request to Salesforce. If the setup is correct, you will receive a positive response, confirming that the lead has been created in Salesforce.

Now, check your Salesforce account to verify that the new lead appears there. This confirms that the integration between Systeme.io and Salesforce via Pabbly Connect is successful, allowing you to automate lead generation efficiently.

Conclusion

In this tutorial, we demonstrated how to create Salesforce leads from Systeme.io form responses using Pabbly Connect. By following these steps, you can automate your lead generation process effectively and streamline your workflow.