How to Create Salesforce Lead on Wix Forms Submission Using Pabbly Connect

Learn how to automate Salesforce lead creation from Wix Forms submissions using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Pabbly Connect for Wix Forms Integration

In this section, we will explore how to use Pabbly Connect to integrate Wix Forms with Salesforce. This integration allows for automatic lead creation in Salesforce every time a new form submission is received via Wix Forms. By automating this process, businesses can save time and reduce manual data entry.

To get started, visit the Pabbly Connect homepage by entering the URL in your browser. Here you will find options to sign in or sign up. New users can create a free account to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be taken to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. You will need to name your workflow, such as ‘Create Salesforce Lead on Wix Form Submission.’ This name helps in identifying the workflow later.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once you have named your workflow, you will need to set up a trigger. For this integration, select ‘Wix Forms’ as your trigger application and choose ‘New Form Submission’ as the trigger event. This ensures that every time a new submission is received, Pabbly Connect will capture it and initiate the workflow.

3. Setting Up the Trigger in Wix Forms

To set up the trigger in Pabbly Connect, you will receive a webhook URL after selecting the trigger event. Copy this URL as it will be used to connect your Wix Forms to Pabbly Connect. Log in to your Wix Forms account and navigate to the automations section.

In the Wix Forms automations, create a new automation by clicking on the ‘New Automation’ button. Give it a name, such as ‘New Form Submissions’. Select ‘Wix Forms’ as the trigger and choose ‘Form Submitted’. You can set the trigger to apply to any form or a specific one based on your needs.

• Paste the webhook URL from Pabbly Connect.
• Select the form that triggers the automation.
• Activate the automation.

After setting up the trigger, perform a test submission on your Wix form to ensure that the connection is working. This will allow Pabbly Connect to capture the submission data.

4. Creating a Salesforce Lead from Wix Forms Submissions

Once the trigger is set up and tested, the next step is to create a lead in Salesforce. In your Pabbly Connect workflow, select Salesforce as your action application. Choose the action event as ‘Create Lead’. This step will ensure that every new form submission automatically creates a lead in Salesforce.

To connect Pabbly Connect with Salesforce, click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, you will need to map the fields from your Wix Forms submission to Salesforce fields. This ensures that all relevant data is transferred correctly.

Select the mapping fields such as first name, last name, email, and phone number. Enter any required fields like company name manually if not provided in the form. Save and send a test request to ensure everything is working as expected.

After completing these steps, check your Salesforce account to confirm that the lead has been created successfully based on the test submission from Wix Forms.

5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, using Pabbly Connect to integrate Wix Forms with Salesforce streamlines the process of lead management. By automating lead creation, businesses can respond faster to inquiries and maintain better organization of leads. The integration ensures that no potential customer slips through the cracks, enhancing overall efficiency.

This tutorial has provided a detailed step-by-step guide on setting up this automation. By following these steps, you can easily create a seamless workflow between Wix Forms and Salesforce using Pabbly Connect.

This integration not only saves time but also minimizes the risk of errors associated with manual data entry. Start leveraging the power of Pabbly Connect today to optimize your business processes!