Generate Salesforce Leads Directly from Emails Using Pabbly Connect

Learn how to generate Salesforce leads directly from emails using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Gmail. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start generating Salesforce leads directly from emails, you need to access Pabbly Connect. This platform allows you to integrate Gmail and Salesforce seamlessly without coding skills.

Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ into your browser. Here, you can either sign in if you’re an existing user or click on the ‘Sign Up for Free’ button to create a new account. Every new user gets 100 free tasks monthly, allowing you to explore the platform’s features.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can see your existing workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner.

• Name your workflow, for example, ‘Create Salesforce Lead from Email’.
• Select a folder to save your workflow, like ‘Test Integrations’.
• Click on ‘Create’ to proceed.

After creating, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, we will use the Email Parser as the trigger and Salesforce as the action.

3. Setting Up the Gmail Trigger in Pabbly Connect

For the trigger action, select the Email Parser from the list of available applications within Pabbly Connect. This will allow you to capture emails from your Gmail account.

Copy the provided email hook from Pabbly Connect and navigate to your Gmail settings. Under ‘Forwarding and POP/IMAP’, add the email hook as a forwarding address. Confirm the forwarding by clicking on the link sent to the hook email address.

4. Creating a Lead in Salesforce Using Pabbly Connect

After setting up your trigger, you will need to add an Action step to create a lead in Salesforce. Select Salesforce as your action application and choose the ‘Create Lead’ action event.

Connect your Salesforce account by allowing Pabbly Connect access. Once connected, map the required fields such as first name, last name, email, and company name using the parsed email data.

Finally, test your setup by sending an email with lead details to your Gmail account. Check Salesforce to confirm that the lead has been created successfully, demonstrating that your integration works as intended.

5. Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to generate Salesforce leads directly from emails. This integration streamlines the lead generation process, making it efficient and automated.

By following the steps above, you can easily set up your own automation between Gmail and Salesforce using Pabbly Connect. This allows for better management of leads and enhances productivity in your sales process.