Elementor Salesforce Integration: Create Salesforce Contacts from Elementor Form Responses Using Pabbly Connect

Learn how to integrate Elementor Form Responses with Salesforce using Pabbly Connect. Step-by-step tutorial to automate contact creation in Salesforce. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Elementor Form Responses

To create Salesforce contacts from Elementor 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 for free and get 100 tasks each month.

Once you are on the Pabbly Connect dashboard, click on the ‘Access Now’ button to enter the application. From there, you will create a new workflow that connects your Elementor form with Salesforce.

2. Create a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate the process. Click on the ‘Create Workflow’ button in the top right corner. Name your workflow, such as ‘Create Salesforce Contacts from Elementor Form Responses’. This will help you identify it later. using Pabbly Connect

On the left side, you can see folders you’ve created. Choose a folder named ‘Elementor to Salesforce’. This organization is essential for managing multiple integrations. Click the ‘Create’ button to continue.

3. Set Trigger and Action in Pabbly Connect

Now, you need to define your trigger and action. The trigger application will be Elementor, and the trigger event will be ‘New Form Submission’. This means that every time someone submits a form, it will trigger the workflow. using Pabbly Connect

Next, set the action application as Salesforce, with the action event being ‘Create a Contact’. This means that once a new form submission occurs, a new contact will automatically be created in your Salesforce account. This setup is crucial for the automation process.

4. Connect Elementor with Pabbly Connect

To connect Elementor with Pabbly Connect, you will need to use a webhook URL provided in your Pabbly Connect dashboard. Copy the webhook URL and go to your Elementor form editor.

In Elementor, click on ‘Edit with Elementor’ and navigate to the ‘Actions After Submit’ section. Here, add a new action for ‘Webhook’ and paste the copied URL. Click on ‘Update’ to save your changes. This step establishes a connection between your Elementor form and Pabbly Connect.

• Go to your Elementor form editor.
• Add a new action for Webhook.
• Paste the copied URL and update.

After updating, return to Pabbly Connect, where it will show that it is waiting for a webhook response. This indicates that the connection is now live and ready for testing.

5. Test Submission and Map Data in Pabbly Connect

To test the integration, submit a form response using the Elementor form. Fill in the required fields such as first name, last name, email, and mobile number. After submitting, you should see a confirmation message indicating that the submission was successful.

Once you return to Pabbly Connect, you will see that the form response details have been captured. This includes the first name, last name, email, and mobile number. Next, you need to map these fields to create a contact in Salesforce. This mapping ensures that the correct data is transferred from Elementor to Salesforce.

• Submit the form with test data.
• Verify that the data is captured in Pabbly Connect.
• Map the captured data to Salesforce fields.

After mapping, save the settings and send a test request to ensure that a new contact is created in Salesforce. If successful, you will see the new contact in your Salesforce account.

Conclusion

In this tutorial, we explored how to integrate Elementor Form Responses with Salesforce using Pabbly Connect. By following the steps outlined, you can automate the creation of Salesforce contacts effortlessly. This integration streamlines your workflow and enhances data management.