Integrate URL, Box, Salesforce, and Make with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate URL, Box, Salesforce, and Make using Pabbly Connect. Follow this detailed guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating URL, Box, Salesforce, and Make, you need to access Pabbly Connect. First, navigate to the Pabbly Connect landing page. If you’re a new user, click on ‘Sign up free’ to create your account, which takes less than two minutes. Existing users can simply click ‘Sign in’ to access their dashboard.

Once logged in, you will see the Pabbly Connect dashboard. To start your integration, look for the ‘Create Workflow’ button. Click on this option to initiate the process of setting up your integration between the applications.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that links your applications. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. For this example, name it ‘Create Salesforce Lead from Sakari Contact’ and select the appropriate folder for organization.

• Click on the dropdown to select the folder where you want to save the workflow.
• After naming and selecting the folder, click ‘Create’ to proceed.

You will now be redirected to a new window where you can set up triggers and actions for your workflow. The first step is to select a trigger application, which in this case is Sakari.

3. Setting Up the Trigger in Pabbly Connect

The trigger is essential as it determines when your workflow will start. In Pabbly Connect, select Sakari as your trigger application and then choose the ‘Contact Created’ event. This will initiate the workflow whenever a new contact is created in Sakari.

Once you select the trigger event, you will receive a webhook URL. Copy this URL, as it will be used to connect Sakari with Pabbly Connect. Now, head over to your Sakari account, navigate to Settings, and select Account Settings. Under API, create a new webhook notification.

• Choose ‘Contact Created’ as the webhook notification type.
• Paste the copied webhook URL in the destination field.
• Click ‘Save’ to finalize the webhook setup.

After saving, return to Pabbly Connect. You will see the message ‘Waiting for webhook response,’ indicating that the setup is ready for testing.

4. Testing the Integration with Pabbly Connect

To test the integration, create a new contact in Sakari. Click on ‘Contacts’ and then ‘Add Contacts’. Fill in the contact details such as first name, last name, email, and mobile number. After entering the information, click ‘Save’. This action will trigger the webhook you set up earlier.

Return to Pabbly Connect and check if you have received a response. You should see the details of the contact you just created. This confirms that Sakari is successfully sending data to Pabbly Connect.

Next, we will set up the action application, which is Salesforce. Click on Salesforce in Pabbly Connect and select the action event ‘Create Lead’. This action will create a new lead in Salesforce based on the contact data received from Sakari.

5. Finalizing the Integration in Pabbly Connect

To finalize the integration process, click on ‘Connect’ to link your Salesforce account with Pabbly Connect. If you do not have an existing connection, select ‘Add New Connection’ and follow the prompts to authenticate your Salesforce account.

After connecting, you will need to map the fields from the Sakari contact to the Salesforce lead fields. This includes details like first name, last name, email, and phone number. Use the mapping feature in Pabbly Connect to pull in the data from the previous step.

Enter all required lead details such as first name, last name, and email address. Click ‘Save and Send Test Request’ to create the lead in Salesforce.

Once you receive a success message, go to your Salesforce account to confirm that the new lead has been created successfully. Refresh the page to see the updated lead information.

Conclusion

This tutorial demonstrated how to integrate URL, Box, Salesforce, and Make using Pabbly Connect. By following the outlined steps, you can automate the process of creating Salesforce leads from Sakari contacts efficiently. Enjoy seamless integration and enhanced productivity with Pabbly Connect.