Integrate Paper Form with Salesforce Using Pabbly Connect

Learn how to automate the creation of Salesforce leads from Paper Form submissions using Pabbly Connect in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Paper Form with Salesforce, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workspace where you can create workflows to automate your tasks.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Create Salesforce Lead on Paper Form Submission’.
• Select the appropriate folder to save this workflow.
• Click on the ‘Create’ button to finalize the workflow.

Once created, you will see two sections: Trigger and Action. Understanding these components is crucial for setting up your automation effectively with Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up the trigger. For this integration, select ‘Paper Form’ as your trigger application. This is essential as you want to capture new form submissions automatically.

Next, choose the trigger event as ‘New Form Submission’. Pabbly Connect will provide you with a unique webhook URL that you will use to connect Paper Form to the platform. Copy this URL and head over to your Paper Form account.

• Log into your Paper Form account.
• Navigate to the ‘After Submissions’ section and select ‘Integrations and Webhooks’.
• Paste the copied webhook URL into the designated field and set the trigger to ‘New Submission’.

By completing these steps, you will establish a connection between Paper Form and Pabbly Connect, allowing for seamless data transfer.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to define the action. Select ‘Salesforce’ as your action application in Pabbly Connect. This is where you will create a lead based on the information captured from the Paper Form submission.

Choose the action event as ‘Create Lead’. Click on the ‘Connect’ button to establish a connection between Pabbly Connect and your Salesforce account. You will be prompted to allow permissions; click on the ‘Allow’ button to proceed.

Map the necessary fields such as first name, last name, email, and phone number from the previous step. Provide a title for the lead, such as ‘New Paper Form Lead’. Set the source as ‘Paper Form Lead’ and keep the status as open.

After mapping these fields, click on the ‘Send Test Request’ button to ensure that your integration works correctly. This step verifies that a new lead is created in Salesforce when a form is submitted.

5. Testing the Integration

With everything set up, it’s crucial to test the integration to confirm that it functions as intended. Perform a test submission on the Paper Form you created. Fill in the required details such as first name, last name, email, and phone number.

After submitting the form, head back to your Salesforce account and refresh the leads page. You should see a new lead created with the details you entered in the form. This confirms that Pabbly Connect successfully captured the submission and created a lead in Salesforce.

Repeat this test with different entries to ensure consistency. Each time a form is submitted, Pabbly Connect will automate the process of adding leads to Salesforce, saving you time and effort.

Conclusion

In this tutorial, we demonstrated how to integrate Paper Form with Salesforce using Pabbly Connect. By automating the lead creation process, you can enhance your efficiency and ensure no inquiries go unnoticed. This integration allows you to focus more on closing deals rather than manual data entry.