Generate Salesforce Leads Directly from Emails Using Pabbly Connect

Learn how to generate Salesforce leads directly from emails using Pabbly Connect with this step-by-step tutorial. Automate your workflow effortlessly! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Integration

To generate Salesforce leads directly from emails, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by entering its URL in your browser.

Once on the homepage, you will see two options: ‘Sign In’ for existing users and ‘Sign Up for Free’ for new users. If you are new, click on the ‘Sign Up for Free’ button to create your account. After signing in, locate the ‘Access Now’ button to enter the dashboard of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, you can create a new workflow to automate lead generation. Click on the ‘Create Workflow’ button located in the upper right corner. A dialog box will appear, prompting you to name your workflow.

• Provide a name for your workflow, such as ‘Create Salesforce Lead from Email’.
• Select a folder to save your workflow, if desired.

After naming the workflow, click on ‘Create’. This will open two windows for setting up the trigger and action. You will set up an email parser as the trigger to capture emails from Gmail and Salesforce as the action to create leads.

3. Setting Up Gmail Email Parser as Trigger

In this step, you will configure the Gmail email parser within Pabbly Connect. Select ‘Email Parser’ as your trigger application. A unique email hook will be generated, which you need to copy and integrate into your Gmail account.

To do this, go to your Gmail settings, choose ‘See All Settings’, and navigate to the ‘Forwarding and POP/IMAP’ tab. Click on ‘Add a forwarding address’ and paste the email hook you copied from Pabbly Connect. Confirm the forwarding address by clicking on the link sent to the email hook.

4. Filtering Emails to Create Leads

Next, you will set up a filter in Pabbly Connect to ensure only specific emails trigger lead creation in Salesforce. After setting up the email parser, you will add a filter action step.

• Select the filter application from the action options.
• Set the condition to check for emails from specific team members.

For example, you can specify that only emails from a particular name should continue the workflow. This step ensures that only relevant emails are processed for lead generation.

5. Creating Leads in Salesforce from Email Details

Finally, you will create leads in Salesforce using the details captured from the email. Add another action step in your workflow and select Salesforce as the application. Choose the action event ‘Create Lead’. using Pabbly Connect

Map the fields from the email to the corresponding fields in Salesforce, such as last name, first name, email, and company name. After mapping, click on ‘Save and Send Test Request’ to verify that the lead is created successfully in Salesforce.

Upon successful creation, you can check your Salesforce account to confirm that the new lead has been added with all the relevant details from the email.

Conclusion

In this tutorial, we explored how to generate Salesforce leads directly from emails using Pabbly Connect. By setting up an automated workflow, you can streamline your lead generation process efficiently. This integration eliminates manual data entry, saving time and enhancing productivity.