Integrate Webflow with Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Webflow with Salesforce using Pabbly Connect. This tutorial covers each step to automate your form submissions efficiently. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Webflow with Salesforce, first access Pabbly Connect. Go to the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

Once logged in, navigate to the dashboard. From here, click on the button that says ‘Create Workflow’. You will need to name your workflow, such as ‘Create Salesforce Record for Webflow Form Submission’ and select a folder to save it in.

2. Setting Up Webflow as the Trigger Application

In this step, we will set up Webflow as the trigger application in Pabbly Connect. After creating the workflow, select Webflow as the trigger application. This means that actions will be initiated based on new form submissions.

• Search for Webflow and select ‘Webflow V1’.
• Choose the trigger event as ‘New Form Submission’.
• Copy the Webhook URL provided by Pabbly.

Next, log into your Webflow account and navigate to your project settings. Under the ‘Integrations’ tab, scroll to the Webhooks section to add the URL you copied. Select ‘Form Submission’ as the trigger type and paste the Webhook URL before saving changes.

3. Testing the Webflow Connection

After setting up the Webhook in Webflow, it’s essential to test the connection through Pabbly Connect. Publish your Webflow form to ensure the Webhook is active. Once published, you need to submit a test form.

• Fill in the test form with dummy data like ‘John Doe’ for the name and an example email.
• Submit the form to trigger the Webhook.

Once submitted, return to Pabbly Connect to check if the test data has been captured. You should see the details of the submission, confirming that the Webflow connection works correctly.

4. Configuring Salesforce as the Action Application

Now that your Webflow form submission is set up, the next step is to configure Salesforce as the action application in Pabbly Connect. Search for Salesforce and select it as your action application.

Choose the action event as ‘Create Record’. You will need to connect your Salesforce account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize Pabbly to access your Salesforce account.

5. Mapping Data to Salesforce Fields

After connecting Salesforce, you must map the fields from your Webflow form submission to the corresponding fields in Salesforce. This step is crucial for ensuring the correct data is transferred. using Pabbly Connect

In the mapping section, input the required fields such as first name, last name, email, and phone number. Use the data captured from your Webflow submission to map these fields dynamically. This ensures that every new submission creates a new Salesforce record with the correct details.

After completing the mapping, click on ‘Save and Send Test Request’ to create a record in Salesforce. Check your Salesforce account to verify that the new record has been created successfully.

Conclusion

In this tutorial, we demonstrated how to integrate Webflow with Salesforce using Pabbly Connect. By following these steps, you can automate form submissions and create Salesforce records efficiently. This integration helps streamline your workflows and ensures no potential leads are missed.