How to Create Salesforce Lead on FlexiFunnels Purchase Using Pabbly Connect

Learn how to create Salesforce leads automatically from FlexiFunnels purchases using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating Salesforce leads from FlexiFunnels purchases, you first need to access Pabbly Connect. This integration platform allows you to automate workflows by connecting various applications seamlessly. Simply visit the Pabbly Connect homepage and log in or sign up for a free account.

Once logged in, you will see multiple options available. To set up your integration, click on the ‘Create Workflow’ button located at the top right corner. This will allow you to begin the process of connecting FlexiFunnels with Salesforce through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for capturing leads from FlexiFunnels purchases. After clicking on ‘Create Workflow’, you need to name your workflow, such as ‘Create Salesforce Lead on FlexiFunnels Purchase’. Select an appropriate folder to keep your workflows organized.

• Choose a descriptive name for your workflow.
• Select a folder for better organization.
• Click on the ‘Create’ button to proceed.

Once you have created your workflow, you will be prompted to set up a trigger and an action. The trigger will be set to ‘FlexiFunnels’ to capture new purchases, while the action will be linked to Salesforce to create a lead. This is where Pabbly Connect plays a crucial role in automating the process.

3. Setting Up the Trigger in Pabbly Connect

For the workflow to function correctly, you need to establish a trigger that detects purchases made in FlexiFunnels. Select ‘FlexiFunnels’ as your trigger application and choose the event ‘New Purchase’. This setup ensures that every time a purchase is made, Pabbly Connect will capture the necessary details.

After setting the trigger, you will receive a webhook URL from Pabbly Connect. This URL will be used in FlexiFunnels to send purchase data. Copy this URL and navigate to your FlexiFunnels account to set it up.

• Log in to your FlexiFunnels account.
• Edit the product for which you want to set the webhook.
• Under ‘Set Rules’, select ‘Set Product Rules’ and enter the webhook URL.

This step is crucial as it connects FlexiFunnels with Pabbly Connect, allowing the data to flow seamlessly between the two platforms.

4. Setting Up the Action in Pabbly Connect

After configuring the trigger, the next step is to set up the action that will create a lead in Salesforce. Select ‘Salesforce’ as your action application and choose the event ‘Create Lead’. This action ensures that every new purchase from FlexiFunnels is recorded as a lead in your Salesforce account.

To connect Salesforce with Pabbly Connect, click on ‘Connect with Salesforce’ and authorize the connection. After successful authorization, map the lead details such as first name, last name, email, and phone number using the data received from the trigger.

Map the first name and last name from the FlexiFunnels purchase data. Enter your company name in the required field. Set the lead source and status as needed.

Once all the required fields are filled and mapped, click on ‘Save and Send Test Request’. This will send the data to Salesforce, creating a new lead automatically. This integration through Pabbly Connect streamlines your sales process significantly.

5. Verifying Lead Creation in Salesforce

After setting up the action in Pabbly Connect, it’s essential to verify that the leads are being created in Salesforce as intended. To do this, go to your Salesforce account and refresh the leads page. You should see the new lead created from the test purchase made in FlexiFunnels.

Check the details of the lead, such as name, email, phone number, and lead source, to ensure everything is captured correctly. This verification step confirms that your integration is working flawlessly and that Pabbly Connect is effectively automating the lead creation process.

With this setup, you can now automate your sales process, ensuring that no potential leads are missed and allowing you to focus on engaging with your customers effectively.

Conclusion

In conclusion, using Pabbly Connect to create Salesforce leads from FlexiFunnels purchases is a seamless process that enhances your sales automation. By following these steps, you can ensure that every purchase is tracked as a lead, improving your customer engagement and follow-up strategies.