How to Create Salesforce Record from Outlook Email Using Pabbly Connect

Learn how to automate the creation of Salesforce records from Outlook emails using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 create Salesforce records from Outlook emails, you first need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ in your browser. This platform facilitates the integration between Microsoft Office 365 and Salesforce.

Once on the Pabbly Connect page, you have two options: sign in if you are an existing user or click on ‘Sign up for free’ if you are new. New users can enjoy 100 free tasks each month. After signing in, navigate to the ‘Access Now’ button to reach your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something like ‘Create Salesforce Record from Outlook Email’ and save it in the folder named ‘Outlook to Salesforce Automation’.

• Click on the ‘Create’ button to proceed.
• You will now see a window for setting up triggers and actions.

In this window, you can define the trigger application as Microsoft Office 365 and the action application as Salesforce. This setup is crucial as it determines how data flows between the two applications.

3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the trigger will be Microsoft Office 365, specifically the event of receiving a new email. This means that every time a new email arrives, it will trigger the workflow.

Next, set the action application as Salesforce, with the action event being to create a record. This configuration ensures that whenever a new lead email is received, a corresponding lead is automatically created in Salesforce.

• Select Microsoft Office 365 as the trigger application.
• Choose the trigger event ‘New Mail’.
• Select Salesforce as the action application and ‘Create a Record’ as the action event.

This setup allows Pabbly Connect to facilitate the automation seamlessly, ensuring that lead details are captured and processed correctly.

4. Connecting Microsoft Office 365 and Salesforce

To establish a connection between Microsoft Office 365 and Pabbly Connect, click on the ‘Connect’ button in the trigger setup. You will be prompted to allow secure access, which is essential for data transfer.

Once the connection is successful, Pabbly Connect will poll for new emails every 10 minutes. To test the connection, click on ‘Save and Send Test Request’. This action fetches the latest email, allowing you to verify that the integration is working correctly.

Ensure you send a test email to capture data. Check the response for the email subject and content.

After confirming the trigger setup, you can proceed to create the lead in Salesforce using the captured email details.

5. Mapping Lead Details in Salesforce

With the email details captured, the next step in Pabbly Connect is to map these details to create a lead in Salesforce. First, establish a connection between Salesforce and Pabbly Connect. Click on ‘Connect’ and authorize the secure access.

Once connected, select the Salesforce object as ‘Lead’. Mapping involves transferring data from the email to the Salesforce lead fields. For instance, you can map the first name, last name, email address, and company name from the email content.

Map the first name and last name from the email content. Ensure to capture the email address and company name as well.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the lead in Salesforce. You should receive a confirmation response indicating the lead has been successfully created.

Conclusion

In this tutorial, we explored how to create Salesforce records from Outlook emails using Pabbly Connect. By following the steps outlined, you can automate lead creation efficiently, ensuring no opportunity is missed. This integration not only saves time but also enhances productivity in managing leads.