Integrate Elementor Form Responses with Salesforce Using Pabbly Connect

Learn how to integrate Elementor Form Responses with Salesforce using Pabbly Connect. This detailed tutorial walks you through each step of the process. 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

1. Setting Up Pabbly Connect for Integration

To start integrating Elementor Form Responses with Salesforce, you need to access Pabbly Connect. This platform will serve as the bridge between your Elementor forms and Salesforce contacts.

As an existing user, simply sign in to your Pabbly Connect account. If you are new, click on the ‘Sign up for free’ button and enjoy 100 free tasks monthly. Once logged in, navigate to the dashboard and click on ‘Access Now’ to enter your workspace.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard.

In the dialog box that appears, name your workflow something like ‘Create Salesforce Contacts from Elementor Form Responses’. On the left side, you can also create folders for better organization. For this case, create a folder named ‘Elementor to Salesforce’ and click on ‘Create’.

3. Configuring Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow in Pabbly Connect. The trigger application will be Elementor, and the action application will be Salesforce.

Choose ‘Elementor’ as your trigger application and select the event ‘New Form Submission’. This means every time a new form is submitted, the trigger will activate. For the action application, select ‘Salesforce’ and choose the action event ‘Create a Contact’.

• Trigger Application: Elementor
• Trigger Event: New Form Submission
• Action Application: Salesforce
• Action Event: Create a Contact

Now that your trigger and action are set, you need to establish a connection between Elementor and Pabbly Connect. A Webhook URL will be provided; this URL will allow Elementor to send data to Pabbly Connect.

4. Connecting Elementor to Pabbly Connect

To connect Elementor to Pabbly Connect, go to your Elementor form and click on ‘Edit with Elementor’. Once in edit mode, locate the ‘Actions After Submit’ section.

Add a new action for Webhook and paste the Webhook URL from Pabbly Connect into the designated field. After pasting, click on ‘Update’ to save your changes.

• Edit Elementor Form: Access ‘Actions After Submit’
• Add Webhook Action: Paste the Webhook URL
• Click Update: Save the form settings

Now Pabbly Connect is waiting for a Webhook response, which means you need to test the connection by submitting a form response.

5. Testing and Mapping Data in Pabbly Connect

To test the integration, fill out the Elementor form with dummy data and submit it. For example, use ‘Demo’ as the first name, ‘User’ as the last name, and provide a valid email and phone number.

Once submitted, go back to Pabbly Connect to see if the response has been captured. You should see the form data displayed, confirming that the connection is successful.

Submit Form: Use Demo User as the test data Check Response: Verify data in Pabbly Connect Map Data: Map first name, last name, email, and phone number

Finally, map the data from the Elementor response to the respective fields in Salesforce and click on ‘Save and Send Test Request’. If everything is set up correctly, you will see a confirmation response indicating that a new contact has been created in Salesforce.

Conclusion

This tutorial demonstrated how to integrate Elementor Form Responses with Salesforce using Pabbly Connect. By following these steps, you can automate the creation of Salesforce contacts effortlessly. This integration simplifies data management and enhances your workflow efficiency.