How to Create Salesforce Record on Wix Form Submission Using Pabbly Connect

Learn how to integrate Wix Form Submission with Salesforce using Pabbly Connect for automated record creation. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a Salesforce record on Wix form submission, we will use Pabbly Connect as the central integration platform. First, visit the Pabbly Connect homepage by searching for the URL Pabbly.com/connect. Here, you will find options to sign in or sign up. New users can click on ‘Sign up free’ to access 300 tasks every month for exploring the software.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This will allow you to set up the integration between Wix and Salesforce, automating the record creation process seamlessly.

Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow as ‘Create Salesforce Record on Wix Form Submission’. Select a folder for organization, such as ‘Automations’, and click on the ‘Create’ button. This sets the stage for connecting the trigger and action applications using Pabbly Connect.

Once the workflow is created, you will see options for setting up a trigger and an action. The trigger application will be Wix Forms, and the action application will be Salesforce. The trigger event to select is ‘New Form Submission’, which will initiate the workflow whenever a form is submitted.

• Select Wix Forms as the trigger application.
• Choose the trigger event as New Form Submission.
• Copy the received webhook URL for connecting with Wix.

After setting up the trigger, you will need to configure your Wix forms to send data to this webhook URL. This connection is crucial for automating the record creation in Salesforce through Pabbly Connect.

Setting Up Wix Form Automation

Next, log in to your Wix account and navigate to the Automations section. Here, click on the ‘New Automation’ button. Name your automation, for example, ‘Salesforce Lead’. For the trigger step, select ‘Wix Forms’ and then choose ‘Form Submitted’ as the specific trigger event.

In the field that prompts you to select which forms trigger this automation, you can either choose a specific form or select ‘Any’. Ensure that the frequency limit is set to ‘Don’t limit’ for optimal performance. For the action step, instead of sending an email, choose ‘Send via Webhook’. This is where you will paste the webhook URL copied from Pabbly Connect.

• Select the action to send via webhook.
• Paste the webhook URL into the Target URL field.
• Select all keys and values for complete data transfer.

After completing this setup, activate your automation. This step ensures that every new form submission will trigger the webhook, sending the data to Pabbly Connect for processing.

Testing the Integration with Pabbly Connect

To confirm that the integration works correctly, perform a test submission on your Wix form. Enter dummy data into the form fields, such as first name, last name, email, phone number, and company name. After filling out the form, click on the submit button.

Once submitted, return to your Pabbly Connect dashboard. Here, you should see that a response has been received, indicating that the data from your Wix form has been successfully captured. This data includes all the fields you entered during the test submission.

Verify that all the data fields are correctly populated in the Pabbly Connect response. Check for submission time and form type in the response details. Ensure the data matches what was entered in the Wix form.

This test confirms that the integration between Wix and Salesforce is functioning as intended through Pabbly Connect, paving the way for the next steps.

Creating a Salesforce Record

Now, proceed to set up the action step in Pabbly Connect. Select Salesforce as your action application and choose ‘Create a Record’ as the action event. This action will automatically create a new lead in Salesforce whenever a new form submission occurs.

To connect your Salesforce account with Pabbly Connect, click on ‘Connect’. If this is your first time connecting, select ‘Add New Connection’. You will be prompted to allow access to your Salesforce account. Click on ‘Allow’ to authorize the connection.

Select the Salesforce object as ‘Lead’. Map the fields from the Wix form submission to the corresponding Salesforce fields. Click on ‘Save and Send Test Request’ to verify the setup.

After ensuring all required fields are mapped, click on the ‘Save and Send Test Request’ button. Upon success, check your Salesforce account to confirm that a new record has been created with the details from your test submission. This step validates the complete workflow established through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create a Salesforce record on Wix form submission using Pabbly Connect. By following the steps outlined, you can automate the process of lead creation in Salesforce, enhancing workflow efficiency and data management.

Utilizing Pabbly Connect allows seamless integration between Wix forms and Salesforce, ensuring that every submission is captured and recorded accurately. This integration not only saves time but also helps in maintaining organized records for your business.