How to Create Salesforce Contact for TagMango Order Using Pabbly Connect

Learn how to automate creating Salesforce contacts from TagMango orders using Pabbly Connect. Step-by-step guide 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 Salesforce contacts for TagMango orders, you first need to access Pabbly Connect. This platform serves as the central hub for your integration needs. Start by signing up for a free account on Pabbly Connect.

Once you have created your account, log in to access the Pabbly Connect dashboard. From here, you can set up your automation workflow. Follow these steps to get started:

• Go to the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘TagMango to Salesforce’.

After naming your workflow, select the appropriate folder in your Pabbly Connect account and click on ‘Create’. This action sets the stage for integrating TagMango with Salesforce using Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture new orders from TagMango. Select TagMango as the application in the trigger window. This will allow Pabbly Connect to listen for new orders.

Follow these steps to configure the trigger:

• Choose ‘TagMango’ as the app.
• Select ‘New Order’ as the trigger event.
• Click on ‘Connect’ and add a new connection.

To establish this connection, you will need the API key from your TagMango account. Navigate to your TagMango account, find the API key under ‘Platform Integrations’, and paste it into Pabbly Connect. Once connected, select the specific checkout page for which you want to capture orders.

3. Capturing Order Details from TagMango

After setting up the trigger, it’s time to capture order details from TagMango using Pabbly Connect. This involves testing the connection to ensure it captures the correct data when a new order is placed.

To do this, click on ‘Save and Send Test Request’ in Pabbly Connect. This will initiate a wait for a response from TagMango. Once you place a test order on your checkout page, Pabbly Connect will capture this order detail. Here’s how:

Place a dummy order on your TagMango checkout page. Ensure you fill in all required fields (name, email, etc.). Return to Pabbly Connect to see the captured order details.

Once the order is successfully placed, you should see the customer’s details reflected in Pabbly Connect, confirming that the trigger is set up correctly.

4. Creating a Salesforce Contact Using Pabbly Connect

With the order details captured, the next step is to create a new contact in Salesforce using Pabbly Connect. This involves configuring the action step to send the customer data to Salesforce.

In the action window, select Salesforce as the app and choose ‘Create Contact’ as the action event. Connect your Salesforce account by clicking on ‘Connect with Salesforce’ and allowing access. After connecting, you will need to map the captured order data to the Salesforce fields:

Map the customer’s first and last name from the order details. Include the email address and mobile number. Skip non-mandatory fields if no data is available.

Once all necessary fields are mapped, click on ‘Save and Send Test Request’. This action will create the contact in Salesforce, verifying that the integration is working as intended.

5. Testing the Integration in Real-Time

The final step is to test the entire integration workflow using Pabbly Connect. This ensures that every new order placed on TagMango automatically creates a contact in Salesforce.

To test, place another order using a different customer name. Repeat the initial steps of placing an order on the TagMango checkout page. After placing the order, check both TagMango transactions and Salesforce contacts:

Verify that the order appears in TagMango. Check Salesforce to confirm the new contact is created.

If everything is set up correctly, the new customer should appear in your Salesforce contacts, demonstrating that the automation is functioning perfectly. This real-time test validates the integration between TagMango and Salesforce via Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the creation of Salesforce contacts for TagMango orders using Pabbly Connect. By following these steps, you can streamline your CRM process and efficiently manage customer data.