How to Add KrispCall Contact to Salesforce as Lead Using Pabbly Connect

Learn how to integrate KrispCall with Salesforce to automatically add contacts as leads using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To add KrispCall contacts to Salesforce as leads, you need to set up Pabbly Connect. Start by searching for Pabbly Connect in your browser and navigate to its landing page. If you don’t have an account, click on ‘Sign up for free’ to create one. This process takes only a couple of minutes and gives you access to 100 free tasks each month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This directs you to the dashboard where you can create a new workflow. Click the ‘Create Workflow’ button, name your workflow as ‘Add KrispCall Contact to Salesforce as Lead,’ and click on ‘Create’ to proceed.

2. Creating the Trigger in Pabbly Connect

In your new workflow, the first step is to set up the trigger using Pabbly Connect. Your trigger application will be KrispCall. Search for KrispCall and select it as your trigger application. The trigger event will be set to ‘New Contact’.

• Search for KrispCall and select it.
• Set the trigger event to ‘New Contact’.
• Connect KrispCall with Pabbly Connect by clicking on ‘Connect’.

Now, you need to create a new connection. For this, you will require the API key and secret key from your KrispCall account. Log into KrispCall, navigate to ‘Settings’, and then to ‘Developer’ to find these keys. Copy the API key and secret key, paste them into Pabbly Connect, and click ‘Save’. This connects KrispCall with Pabbly Connect.

3. Setting Up the Action in Pabbly Connect

After setting up the trigger, the next step is to define the action using Pabbly Connect. Your action application will be Salesforce. Search for Salesforce and select it as your action application. The action event will be ‘Create Lead’.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to allow access to your Salesforce account. Click on ‘Allow’ to establish the connection.

• Select Salesforce as the action application.
• Choose ‘Create Lead’ as the action event.
• Connect Salesforce and allow access.

Now that you have connected Salesforce, you will need to map the details from the KrispCall response to the lead fields in Salesforce. This includes the first name, last name, email, and phone number of the contact.

4. Mapping Contact Details to Salesforce Lead

Mapping is a crucial step in using Pabbly Connect effectively. You will use the full name received from the KrispCall response and split it into first and last names. To do this, add an action step using the ‘Text Formatter by Pabbly’. Select ‘Split Text’ as the action event.

In the ‘Text to Split’ field, map the full name from the KrispCall response. Use a space as the separator to divide the name into first and last names. Set the segment index to ‘All’ to capture both names. After clicking ‘Save’, you will see the split result displayed.

Map the full name from KrispCall. Use space as the separator for splitting names. Set the segment index to ‘All’.

After splitting the names, map the first name and last name fields in Salesforce. Additionally, map the email address, phone number, and company name from the KrispCall response to their respective fields in Salesforce.

5. Testing the Integration Between KrispCall and Salesforce

With everything set up, it’s time to test the integration using Pabbly Connect. First, add a new contact in your KrispCall account. For example, create a contact named John Caris with relevant details such as phone number and email.

After adding the contact, go back to Pabbly Connect and click on ‘Save and Send Test’. You should receive a positive response confirming that the details were captured successfully. Now, check your Salesforce account to see if the new lead appears.

Add a new contact in KrispCall. Click ‘Save and Send Test’ in Pabbly Connect. Verify the new lead in Salesforce.

Upon refreshing the leads section in Salesforce, you should see John Caris listed as a new lead with all the mapped details. This confirms that the integration is working successfully, and you can now automate the process of adding KrispCall contacts to Salesforce as leads.

Conclusion

In this tutorial, we explored how to integrate KrispCall with Salesforce using Pabbly Connect. By following the steps outlined, you can automate the addition of new contacts as leads in Salesforce, streamlining your workflow and improving efficiency. This integration not only saves time but also ensures that your lead management process is seamless and effective.