How to Create Respond.io Contact from Salesforce Lead Using Pabbly Connect

Learn how to create a Respond.io contact from a Salesforce lead using Pabbly Connect. This guide provides step-by-step instructions for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Respond.io contact from a Salesforce lead, you will first need to access Pabbly Connect. This platform allows you to automate various tasks by integrating different applications seamlessly. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect.

Once on the site, you will see options to either sign in or sign up. If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users can click ‘Sign In’ to access their accounts. After signing in, you will be directed to the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the ‘Create Workflow’ button at the top right corner. Click on it to open a dialogue box where you can name your workflow. For this integration, name it ‘Create Respond.io Contact from Salesforce Lead’ and select a folder to save it in.

• Click on the ‘Create’ button to finalize your workflow setup.
• In the workflow window, you will set a trigger and an action.

The trigger application will be Salesforce, and the action application will be Respond.io. This setup will ensure that every new lead in Salesforce automatically creates a contact in Respond.io through Pabbly Connect.

3. Setting Up Salesforce Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Salesforce as the trigger application and choose ‘New Lead’ as the trigger event. Click on ‘Connect’ to establish a connection between Salesforce and Pabbly Connect.

If you haven’t connected your Salesforce account previously, click on ‘Add New Connection.’ Ensure you are logged into Salesforce to simplify the connection process. After connecting, you will be prompted to enter your Salesforce instance URL, which you can find in your Salesforce settings under Company Information.

• Copy the instance URL (e.g., https://ap16.salesforce.com) and paste it into Pabbly Connect.
• Generate a new lead in Salesforce to test the trigger.

After generating a lead, return to Pabbly Connect and click ‘Save and Send Test Request’ to verify that the trigger is working correctly.

4. Setting Up Respond.io Action in Pabbly Connect

Once the Salesforce trigger is verified, it’s time to set up the action in Pabbly Connect. Select Respond.io as the action application and choose ‘Create a Contact’ as the action event. Click ‘Connect’ to link Respond.io with Pabbly Connect.

For a new connection, you will need to provide an access token from your Respond.io account. Navigate to Respond.io, go to Settings, and under Workspace Settings, select Integrations. Here, generate a new access token and copy it back to Pabbly Connect.

Paste the access token into Pabbly Connect and click ‘Save.’ Map the email field from the Salesforce lead to the identifier in Respond.io.

Continue mapping the first name, last name, and phone number from the Salesforce lead to the appropriate fields in Respond.io. After completing the mapping, click ‘Save and Send Test Request’ to finalize the action setup.

5. Testing the Integration Between Salesforce and Respond.io

To ensure that the integration between Salesforce and Respond.io is working, create another test lead in Salesforce. Input the necessary details and submit the form. Remember that it may take a few minutes for the new contact to appear in Respond.io.

After waiting for approximately 10 minutes, check your Respond.io account. If the integration is successful, you should see the new contact created with the details you provided in Salesforce. This confirms that Pabbly Connect has successfully automated the process.

To summarize, using Pabbly Connect, you can efficiently create Respond.io contacts from Salesforce leads. This integration streamlines your workflow and enhances productivity.

Conclusion

This tutorial detailed how to create a Respond.io contact from a Salesforce lead using Pabbly Connect. With these steps, you can automate your workflow effectively, ensuring new leads are captured seamlessly in Respond.io.