How to Create Kit Subscriber from Salesforce Lead Using Pabbly Connect

Learn how to create a Kit subscriber from Salesforce leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Kit subscriber from a Salesforce lead, we will use Pabbly Connect as the integration platform. Start by opening the Pabbly Connect landing page in your browser.

Once there, you can either sign in if you are an existing user or sign up for a free account. New users can access 100 tasks free every month. Upon signing in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to open your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the button that says ‘Create Workflow’. This step is crucial as it allows you to set up the automation for connecting Salesforce and Kit through Pabbly Connect.

• Name your workflow, e.g., ‘Create Kit Subscriber from Salesforce Lead’.
• Select the folder where you want to save the workflow.

Click on ‘Create’ to proceed. This will open the workflow window, where you can define the trigger and action for your automation. Remember, Pabbly Connect allows you to have one trigger and multiple actions, streamlining your workflow effectively.

3. Setting Up the Trigger in Pabbly Connect

In this step, we will select Salesforce as the trigger application. Click on the search bar and type ‘Salesforce’ to select it. The trigger event here is ‘New Lead’, which means the workflow will activate whenever a new lead is created in Salesforce.

After selecting the trigger event, click on ‘Connect’. If this is your first time connecting Salesforce, you will need to add a new connection. Click on ‘Connect with Salesforce’ and grant the necessary permissions for Pabbly Connect to access your Salesforce account.

4. Configuring the Action in Pabbly Connect

Next, we will set up the action step where we will add a subscriber to Kit. Search for and select ‘Kit’ as the action application. The action event we want is ‘Add Subscriber to Sequence’. This ensures that every new lead from Salesforce is added as a subscriber in Kit. using Pabbly Connect

• Click on ‘Connect’ and add your Kit API key and secret.
• Map the fields from Salesforce, such as email, first name, last name, and mobile number.

Mapping is crucial as it pulls data from the Salesforce lead into Kit seamlessly. After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly.

5. Finalizing the Integration in Pabbly Connect

Once you have verified that the integration works, you can check your Kit account to see if the new subscriber has been added successfully. This process ensures that every new lead from Salesforce is automatically engaged through Kit, enhancing your marketing efforts.

Using Pabbly Connect to automate this workflow not only saves time but also reduces manual errors, ensuring that your marketing team can focus on crafting targeted email campaigns for new leads. With this setup, every lead will be nurtured effectively, leading to improved conversion rates.

Conclusion

In this tutorial, we explored how to create a Kit subscriber from a Salesforce lead using Pabbly Connect. This integration streamlines your marketing efforts by automating the process of adding new leads as subscribers, ensuring timely follow-ups and better engagement.