Integrating Online Store Management Software with Salesforce Using Pabbly Connect

Learn how to integrate your Online Store Management Software with Salesforce using Pabbly Connect for seamless lead management. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Creating a Workflow in Pabbly Connect for Online Store Management Software and Salesforce

To start integrating your Online Store Management Software with Salesforce, you first need to create a workflow in Pabbly Connect. This process automates the addition of leads and inquiries into Salesforce whenever they are generated in your Online Store Management Software.

Begin by signing into your Pabbly account. On your dashboard, click on the ‘Access Now’ button for Pabbly Connect. Next, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add Online Store Management Software Leads to Salesforce,’ and select the folder to save it in.

Setting Up the Trigger for Online Store Management Software

In this section, you will set up the trigger that starts your workflow in Pabbly Connect. Select your Online Store Management Software as the trigger application. You will then choose the trigger event as ‘New Leads’ to ensure the workflow activates whenever a new lead is generated.

Once you have selected the trigger event, you will be provided with a webhook URL. This URL acts as a bridge between your Online Store Management Software and Pabbly Connect. Copy this URL and head over to your Online Store Management Software dashboard.

• Navigate to the lead management section.
• Click on the three dots for options.
• Select ‘Import/Export Leads’ and then click on ‘Push API’.

Paste the webhook URL in the designated field and save your settings. By doing this, you ensure that any new lead generated will trigger the workflow in Pabbly Connect.

Configuring Action in Salesforce

After setting up the trigger, the next step is configuring the action in Salesforce within Pabbly Connect. Choose Salesforce as the action application and select the action event as ‘Create Lead’. This setup will ensure that whenever a new lead is generated, it is automatically added to Salesforce.

Authorize Pabbly Connect to access your Salesforce account. This step is crucial as it allows Pabbly Connect to send data to Salesforce. After authorization, you’ll need to map the fields from your Online Store Management Software to Salesforce fields.

• Map the full name to the ‘Lead Name’ field.
• Enter the email address in the designated field.
• Fill in the company name and any other required fields.

Once all fields are mapped correctly, save your settings. This ensures that all leads from your Online Store Management Software are accurately transferred to Salesforce.

Testing the Integration between Online Store Management Software and Salesforce

After configuring the action in Salesforce, it’s essential to test the integration to ensure everything is working correctly. Go back to Pabbly Connect and scroll down to find the ‘Test Request’ section. Here, you can send a test lead from your Online Store Management Software to Salesforce. using Pabbly Connect

To perform the test, create a new lead in your Online Store Management Software and submit it. After submission, check Pabbly Connect for the response to confirm that the lead was successfully sent to Salesforce. If the test is successful, you will see a success message indicating that the lead has been added.

Finally, log into your Salesforce account to verify that the lead appears in your leads dashboard. This step is crucial to ensure that the integration is functioning as expected.

Conclusion

Integrating your Online Store Management Software with Salesforce using Pabbly Connect streamlines lead management effectively. By following the steps outlined, you can automate the process of adding new leads and inquiries into Salesforce, enhancing your workflow efficiency.