How to Add Salesforce Leads in FunnelKit as Contacts Using Pabbly Connect

Learn how to integrate Salesforce leads into FunnelKit as contacts using Pabbly Connect for seamless automation. Follow our step-by-step tutorial! 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. Accessing Pabbly Connect for Integration

To add Salesforce leads in FunnelKit as contacts, you first need to access Pabbly Connect. This platform serves as the central integration point for automating workflows between different applications.

Open a new tab and navigate to the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will see all the tools offered by Pabbly. Click on Pabbly Connect to start creating your workflow. Then, click on the ‘Create Workflow’ button.

• Name your workflow something descriptive, like ‘Add Salesforce Leads in FunnelKit as Contact’.
• Choose a folder to save your workflow, for example, ‘Automations’.

Once you have named your workflow, click on the ‘Create’ button to proceed. This opens the workflow window where you can set up triggers and actions.

3. Setting Up Salesforce as the Trigger Application

In the workflow window, you will first set up the trigger. Select Pabbly Connect to initiate the process. Choose Salesforce as the trigger application and select the trigger event as ‘New Lead’.

Next, click on the ‘Connect’ button. If you have previously connected Salesforce, select the existing connection. Otherwise, choose to add a new connection. You will need to allow Pabbly Connect permissions to access your Salesforce account.

4. Configuring the Instance URL in Salesforce

After connecting Salesforce, you need to provide the instance URL. To find this, go to your Salesforce account, navigate to Setup, and find your instance information under Company Settings. using Pabbly Connect

• Copy the instance URL format, which looks like ‘ap16’ or ‘ap12’.
• Paste the instance number into the URL field in Pabbly Connect.

Once the instance URL is set, generate a dummy lead in Salesforce for testing. After creating the lead, return to Pabbly Connect and click ‘Save and Send Test Request’ to capture the lead data.

5. Setting Up FunnelKit as the Action Application

For the action step, select FunnelKit as the application and choose ‘Create Contact’ as the action event. Click on ‘Connect’ to establish a connection with FunnelKit using your API key. using Pabbly Connect

To obtain the API key, go to your WordPress site where FunnelKit is installed. Navigate to the API section in FunnelKit, create a new API key, and copy it into Pabbly Connect. Also, provide your WordPress site URL for the connection.

After connecting, map the fields such as email, first name, and last name from the Salesforce lead data. Finally, click on ‘Save and Send Test Request’ to confirm that the contact has been successfully added to FunnelKit.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly add Salesforce leads as contacts in FunnelKit. By following these steps, you can automate your workflow and enhance your business processes.