How to Create Salesforce Lead on Webflow Form Submission Using Pabbly Connect

Learn how to automate Salesforce lead creation from Webflow form submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce Integration

To create Salesforce leads from Webflow form submissions, you first need to access Pabbly Connect. This powerful automation tool allows you to seamlessly connect various applications, including Webflow and Salesforce.

Begin by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 free tasks each month. Existing users should log in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will see the dashboard with various applications. To initiate your automation process, click the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name.

• Name your workflow: ‘Create Salesforce Lead on Webflow Form Submission’
• Select a folder where you want to save this workflow, such as ‘Salesforce Automations’.

After entering the workflow name and selecting the folder, click the ‘Create’ button. This action will set up a new workflow with two sections: Trigger and Action. The Trigger section will capture form submissions from Webflow, while the Action section will create leads in Salesforce.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the Trigger by selecting Webflow as your application. Click on the Trigger application dropdown and choose ‘Webflow V2’. For the Trigger event, select ‘Form Submitted’ to capture new form submissions. using Pabbly Connect

Next, click on the ‘Connect’ button. A window will prompt you to add a new connection. You will need to provide an API token from your Webflow account to establish this connection. To obtain the token, go to your Webflow dashboard, select your site, and navigate to Settings > Apps & Integrations.

• Generate a new API token with read and write permissions.
• Copy the token and paste it back in Pabbly Connect.

Once connected, select the Site ID for your Webflow site and click ‘Save and Send Test Request’. This will check if the connection is successful, allowing you to perform a test form submission.

4. Testing the Trigger and Setting Up the Action in Pabbly Connect

Now that your trigger is set up, perform a test form submission in Webflow using the form you created. Fill in the fields with dummy data and submit the form. Once submitted, return to Pabbly Connect to see if it captured the response. using Pabbly Connect

If the response appears, your trigger is working correctly. Next, you will set up the Action by selecting Salesforce as the application and choosing ‘Create Lead’ as the Action event. Click on the ‘Connect’ button and authorize Pabbly Connect to access your Salesforce account.

Map the fields from the Webflow form submission to the corresponding fields in Salesforce. Ensure to include details like first name, last name, email, and phone number.

After mapping the fields, click ‘Save and Send Test Request’ to create a lead in Salesforce. Check your Salesforce account to verify that the lead has been created successfully.

5. Conclusion: Automating Salesforce Leads with Pabbly Connect

In this tutorial, we demonstrated how to automate the creation of Salesforce leads from Webflow form submissions using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads without manual effort.

This integration not only saves time but also ensures that your sales team has immediate access to lead information, enhancing their ability to follow up with potential clients. With Pabbly Connect, you can easily connect various applications and automate your workflows for better efficiency.

With the steps provided, you can now implement this integration and focus more on growing your business while Pabbly Connect handles the automation.