Integrate Salesforce with Elementor Using Pabbly Connect

Learn how to integrate Salesforce with Elementor using Pabbly Connect for seamless case management. Step-by-step guide with detailed instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

In this section, we will discuss how to set up Pabbly Connect to create an integration between Elementor and Salesforce. First, log in to your Pabbly Connect account or create a new account if you haven’t done so. Once logged in, you will be directed to the dashboard where you can start creating your workflow.

Click on the ‘Create Workflow’ button and give your workflow a name like ‘Create Salesforce Case from Elementor Form Submission.’ After naming your workflow, click on the ‘Create’ button. You will see two boxes representing the trigger and action. In this case, the trigger will be a new form submission from Elementor, and the action will be to create a case in Salesforce.

2. Linking Elementor to Pabbly Connect

To link Elementor with Pabbly Connect, you need to set up a webhook URL. After selecting the trigger as ‘New Form Submission’ in your workflow, a webhook URL will be generated. Copy this URL as it will be used in Elementor to send form submissions to Pabbly Connect.

• Open your Elementor page where the contact form is embedded.
• Edit the contact form and navigate to the ‘Actions After Submit’ section.
• Select the ‘Webhook’ option and paste the copied URL into the designated field.

Once you have pasted the URL, click on the ‘Update’ button to save your changes. This step establishes a connection between your Elementor form and Pabbly Connect, allowing form submissions to trigger the workflow.

3. Testing the Integration with Pabbly Connect

After linking Elementor to Pabbly Connect, it’s time to test the integration. Submit a test entry through your Elementor contact form to see if the data is captured in Pabbly Connect. Upon submission, you should see the form data reflected in the webhook response section of your workflow.

Details such as the name, email, and query from the form submission will be displayed. This indicates that the connection is working correctly. For example, if a customer submits a query about a product issue, all the relevant information should now appear in Pabbly Connect.

4. Creating a Salesforce Case Using Pabbly Connect

Now that the integration is tested, the next step is to create a case in Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose the ‘Create a Record’ option. Connect to your Salesforce account by clicking on the ‘Connect’ button and granting the necessary permissions.

Select the object type as ‘Case’ in Salesforce. You will then need to fill out the required fields, such as the subject and description. You can map the data from the Elementor form submission directly into these fields, ensuring that the case is created with all relevant information.

5. Finalizing the Integration for Seamless Operation

To finalize the integration, ensure that all necessary fields are mapped correctly in Salesforce. This includes mapping customer details like name and email to the corresponding fields in Salesforce. Once everything is set, click on the ‘Save’ button to complete the setup.

With this integration, every new query submitted through your Elementor form will automatically create a case in Salesforce, streamlining your customer support process. Your support team can now efficiently manage queries without manual entry, thanks to Pabbly Connect.

Conclusion

This tutorial demonstrated how to integrate Salesforce with Elementor using Pabbly Connect. By following the steps outlined, you can automate the process of creating Salesforce cases from form submissions, enhancing your customer support efficiency.