Integrate Flowdesk with Salesforce Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Flowdesk with Salesforce CRM using Pabbly Connect. Follow this detailed tutorial to automate subscriber management effectively. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Flowdesk with Salesforce CRM using Pabbly Connect, first access the Pabbly Connect dashboard. You can sign up if you are a new user or log in if you already have an account. This process is quick, taking less than two minutes, and you will receive 100 free tasks to explore the application.

Once logged in, you will see the option to create a workflow. Click on the ‘Create Workflow’ button on the right side of the dashboard. You will be prompted to name your workflow; for this integration, a suitable name could be ‘Add New Flowdesk Subscriber to Salesforce CRM’. After naming it, click on ‘Create’ to proceed.

2. Setting Up Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. For this integration, the trigger application will be Flowdesk. Click on the trigger application and select the event ‘Subscriber Created’. This event will trigger the workflow every time a new subscriber is added to Flowdesk.

• Select Flowdesk as the trigger application.
• Choose ‘Subscriber Created’ as the trigger event.
• Click on ‘Connect’ to link your Flowdesk account with Pabbly Connect.

After connecting, you will need to authorize Pabbly Connect to access your Flowdesk account. Once authorized, you will create a webhook name, such as ‘Salesforce Connection’, and click on ‘Save and Send Test Request’. This step prepares the integration to capture subscriber data from Flowdesk.

3. Testing the Trigger with Flowdesk

Now, it’s time to test the trigger set up in Pabbly Connect. You need to submit a test subscriber through Flowdesk to ensure that the connection works. Open your Flowdesk account, navigate to the form you created, and fill it out with test data.

• Enter a first name, last name, email address, mobile number, and company name.
• Click on ‘Sign Up’ to submit the form.

After submitting the form, return to Pabbly Connect to see if the data has been captured successfully. You should see the response containing subscriber details, confirming that the trigger setup is functional and ready for the next steps.

4. Setting Up Action in Salesforce CRM

With the trigger verified, the next step in Pabbly Connect is to set up the action that will create a lead in Salesforce CRM. Select Salesforce as the action application and choose the ‘Create Lead’ action event. Click on ‘Connect’ to link your Salesforce account with Pabbly Connect.

After connecting, you will need to fill in the required fields to create the lead. Use the mapped data from the Flowdesk trigger to populate these fields. This mapping ensures that every time a new subscriber is created, their information is accurately transferred to Salesforce.

5. Verifying the Integration Success

After setting up the action in Pabbly Connect, it’s essential to verify that the integration works as intended. Click on ‘Save and Send Test Request’ to send the lead data to Salesforce. You should receive a success message indicating that the lead has been created.

To confirm, log into your Salesforce account and navigate to the leads section. You should see the new lead created from the test subscriber data. This step verifies that the integration between Flowdesk and Salesforce via Pabbly Connect is successful and operational.

Conclusion

This tutorial has shown how to utilize Pabbly Connect to integrate Flowdesk with Salesforce CRM effectively. By following the steps outlined, you can automate the process of adding new subscribers as leads in Salesforce, enhancing your CRM capabilities.