Integrating India M Leads to Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the process of adding India M leads to Salesforce using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating India M leads into Salesforce, the first step is to access Pabbly Connect. This platform allows you to automate tasks seamlessly, making it easier to manage leads without manual input.

Visit the Pabbly Connect homepage by navigating to the URL. Here, you can either sign in if you are an existing user or sign up for free to explore the features. Once logged in, you will arrive at the dashboard of Pabbly Connect, ready to create your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to automate the lead integration process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name the workflow as ‘Add India M Leads to Salesforce’.
• Select a folder for organization purposes.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you can see the options for setting up triggers and actions. This is where Pabbly Connect shines, allowing you to automate the lead capture process effectively.

3. Setting Up the Trigger in Pabbly Connect

Next, you need to set up the trigger for your workflow in Pabbly Connect. Select ‘India M’ as the trigger application since you will receive new leads from this platform.

• Choose the trigger event as ‘New Leads’.
• Copy the webhook URL provided by Pabbly Connect.
• Log in to your India M account and navigate to the Lead Manager.

Here, you will paste the webhook URL into the designated field for API integration. This connection enables Pabbly Connect to automatically capture leads from India M, streamlining your workflow.

4. Configuring Action in Salesforce via Pabbly Connect

Now that the trigger is set up, it’s time to configure the action in Salesforce using Pabbly Connect. Select Salesforce as your action application and choose the action event as ‘Create a Lead’.

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button. You will be prompted to authorize access to your Salesforce account. Once authorized, you can proceed to map the data from the trigger to the fields in Salesforce.

Map the lead’s name, email, and phone number from the trigger response. Set the lead source and status accordingly. Click on ‘Save and Send Test Request’ to finalize the setup.

After saving, you should see a successful response indicating that a new lead has been created in Salesforce, confirming that Pabbly Connect has effectively facilitated the integration.

5. Testing the Integration and Finalizing

The final step is to test the integration to ensure everything is working smoothly. You can do this by generating a test lead in India M and observing if it appears in Salesforce through Pabbly Connect.

Once you generate a test lead, check the Pabbly Connect dashboard to see if the webhook response is received successfully. If everything is set up correctly, your test lead will show up in Salesforce, confirming that the integration is functioning as intended.

Verify the details of the test lead in Salesforce. Make adjustments to the mapping if necessary. Once confirmed, your automation is complete.

This testing phase is crucial as it validates the entire automation setup using Pabbly Connect, ensuring that your leads are captured and managed efficiently.

Conclusion

In this tutorial, we explored how to automate the process of adding India M leads to Salesforce using Pabbly Connect. By following these steps, you can streamline your lead management and enhance your business efficiency.