Integrating Now and Salesforce with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management by integrating Now and Salesforce using Pabbly Connect. Follow this detailed tutorial for seamless automation. 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. Accessing Pabbly Connect for Integration

To begin integrating Now and Salesforce, access Pabbly Connect by visiting its official website. If you are new, sign up for a free account which offers 100 tasks per month.

After signing in, you will see the dashboard of Pabbly Connect. From here, you can manage your integrations and workflows effectively.

2. Creating a Workflow in Pabbly Connect

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

• Enter a name for your workflow, such as ‘Add India Mart Leads to Salesforce.’
• Select a folder to save your workflow.

After naming your workflow, click the ‘Create’ button. This will set up the basic structure for your automation process using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

Next, set up the trigger for your workflow by selecting ‘India M’ as the trigger application in Pabbly Connect. This application will be responsible for capturing new leads.

• Choose the trigger event as ‘New Leads’.
• Copy the provided webhook URL from Pabbly Connect.

Log in to your India M account and navigate to the Lead Manager section. Here, you will set up the connection by using the copied webhook URL, which allows Pabbly Connect to receive lead data automatically.

4. Generating a Test Lead to Verify Integration

After setting up the webhook, it’s essential to generate a test lead in India M to ensure that Pabbly Connect captures the lead data correctly. Log into your user account and create a new lead.

Fill in the inquiry details and submit the form. Check Pabbly Connect to see if the lead data has been captured.

Once the test lead is submitted, return to your Pabbly Connect workflow to confirm that the lead information appears correctly. This step verifies that the integration between India M and Salesforce is functioning as intended.

5. Setting Up the Action in Pabbly Connect

The final step involves setting up the action in Pabbly Connect to create a lead in Salesforce based on the data captured from India M. Select ‘Salesforce’ as the action application and choose the ‘Create Lead’ action event.

Authorize Pabbly Connect to access your Salesforce account. Map the lead data from the previous step to the required fields in Salesforce.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This action will create a new lead in your Salesforce account, confirming that the integration is complete and functioning properly.

Conclusion

This tutorial demonstrated how to automate lead management by integrating Now and Salesforce using Pabbly Connect. By following these steps, you can streamline your lead capture process and enhance your sales efficiency.