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

Learn how to integrate Salesforce and ActiveCampaign using Pabbly Connect to automate lead creation and email notifications. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with, access Pabbly Connect by navigating to the official website. You will need to either sign in or sign up for a new account. Existing users can sign in, while new users can create an account in under two minutes, receiving 100 free tasks during registration.

Once logged in, you will arrive at the dashboard of Pabbly Connect. From here, locate the ‘Create Workflow’ button on the right side. Clicking this will prompt you to name your workflow. For this tutorial, you can name it ‘Create Subscriber in Salesforce and ActiveCampaign’.

2. Setting Up the Webhook Trigger in Pabbly Connect

In this step, we will set up the webhook trigger in Pabbly Connect. After naming your workflow, you will see two sections: Trigger and Action. Select Webhook for the trigger application. This allows you to capture data from any application that supports webhooks.

• Click on ‘Webhook’ as the trigger application.
• Copy the generated webhook URL.
• Integrate this URL into the form application you are using, such as Jotform.

After integrating the webhook URL, perform a test submission in your form application to capture the webhook response. This is crucial for ensuring that Pabbly Connect receives the data correctly.

3. Creating Leads in Salesforce Using Pabbly Connect

With the webhook set up, the next step involves creating a lead in Salesforce through Pabbly Connect. Select Salesforce as the action application and choose the ‘Create Lead’ action event. You will need to connect your Salesforce account to Pabbly Connect by allowing access.

Once connected, you will need to map the fields from the webhook response to the Salesforce lead fields. This includes mapping the first name, last name, email address, and phone number. Mapping ensures that the correct data is sent to Salesforce for each lead created.

4. Adding Contacts in ActiveCampaign via Pabbly Connect

After successfully creating a lead in Salesforce, the next action is to add a contact in ActiveCampaign using Pabbly Connect. Select ActiveCampaign as the action application and choose ‘Create or Update a Contact’ as the action event. Again, you will need to connect your ActiveCampaign account to Pabbly Connect.

Once connected, map the necessary fields such as email address, first name, and last name from the webhook response to the respective ActiveCampaign fields. This ensures that your contact list is updated with the latest information from your form submissions.

5. Sending Emails with Gmail via Pabbly Connect

The final step in this integration process is to send an email notification via Gmail using Pabbly Connect. Select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account to Pabbly Connect by granting the necessary permissions.

In the email setup, map the recipient’s email address from the webhook response and customize the email content. You can add a subject and body text, including dynamic fields like the recipient’s first name and the course they enrolled in. Once configured, send a test email to ensure everything is working correctly.

Conclusion

This tutorial covered how to integrate Salesforce and ActiveCampaign using Pabbly Connect to automate lead creation and email notifications. By following these steps, you can streamline your processes and enhance your communication with leads effectively.