How to Create Salesforce Contact on Elementor Form Submission Using Pabbly Connect

Learn how to create a Salesforce contact automatically from Elementor form submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Salesforce contact on Elementor form submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and clicking on the ‘Sign In’ button if you’re an existing user or ‘Sign Up for Free’ if you are new. New users can explore with 100 free tasks monthly.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect. This takes you to your dashboard where you can start creating your workflow for integration.

2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name like ‘Create Salesforce Contact on Elementor Form Submission’ and choose a folder for it. Click ‘Create’ to proceed.

• Name your workflow clearly for easy identification.
• Select the appropriate folder to keep your workflows organized.

Now, you are in the workflow window where you will set the trigger and action. The trigger will be Elementor, as you want this automation to start with a new form submission. Select Elementor as your trigger application and choose the ‘New Form Submission’ event.

3. Setting Up Elementor for Pabbly Connect

With the trigger set, Pabbly Connect provides you a webhook URL. Copy this URL as you will need it to connect Elementor to your workflow. Now, log into your WordPress account where Elementor is installed.

Navigate to the Elementor form you wish to connect. In the form settings, go to ‘Actions After Submit’ and add a new action by searching for ‘Webhook’. Paste the copied webhook URL into the designated field and click ‘Update’ to save your changes.

4. Testing the Integration with Pabbly Connect

After setting up the webhook in Elementor, it’s time to test the integration. Go back to your Elementor form and do a test submission. Fill in the fields with sample data, such as first name, last name, email, and contact number, then click ‘Send’.

Once the submission is successful, return to Pabbly Connect to check if the response has been captured. You should see the details of your test submission, confirming that the trigger worked correctly.

• Make sure to enter valid data to check the functionality.
• Verify that all required fields are correctly mapped in Pabbly Connect.

If the response is captured, proceed to the action step, where you will select Salesforce as your action application.

5. Creating a Contact in Salesforce

In this step, you will finalize the action setup in Pabbly Connect. Select Salesforce as the action application and choose the ‘Create Contact’ action event. Connect your Salesforce account by allowing Pabbly Connect the necessary permissions.

Next, you will map the fields from the Elementor submission to Salesforce. This ensures that the data from your form is accurately transferred. Map the first name, last name, email, and contact number fields accordingly. Once all fields are mapped, click on ‘Save and Send Test Request’.

Check your Salesforce account to confirm that a new contact has been created with the details you submitted. If successful, your integration is complete, and you can repeat the process for additional test submissions to ensure everything is working smoothly.

Conclusion

In this tutorial, we demonstrated how to create a Salesforce contact automatically from Elementor form submissions using Pabbly Connect. With just a few steps, you can streamline your data collection and management processes efficiently.