Integrating Salesforce with Brevo Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Salesforce with Brevo using Pabbly Connect. Follow this detailed tutorial to automate your workflows seamlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Salesforce with Brevo using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Simply sign in if you are an existing user, or sign up if you are new, which takes less than two minutes.

Once logged in, you will see the dashboard. On the right-hand side, click on the ‘Create Workflow’ tab. This opens a dialog box where you can name your workflow. For this integration, name it ‘Send Salesforce Lead Using API by Pabbly’. After naming, click on ‘Create’ to proceed.

2. Setting Up Salesforce as the Trigger Application

In this section, we will set Salesforce as the trigger application in Pabbly Connect. Select Salesforce as your trigger application and choose the trigger event as ‘New Lead’. This means every time a new lead is created in Salesforce, the integration will be activated.

After selecting the trigger event, click on ‘Connect’. You will need to establish a connection with your Salesforce account. Select ‘Add New Connection’ and click ‘Connect with Salesforce’. Allow Pabbly Connect to access your Salesforce account by clicking ‘Allow’.

• Log into your Salesforce account.
• Copy the Instance URL from your Salesforce settings.
• Paste the Instance URL into Pabbly Connect.

After pasting the Instance URL, click on ‘Save and Send Test Request’. You will receive a response indicating the last lead created in Salesforce, confirming successful integration.

3. Creating a Lead in Salesforce

To test our integration, we need to create a new lead in Salesforce. Navigate to the home page of Salesforce and click on ‘Go’ to create a new lead. Fill out the necessary fields such as first name, last name, company name, and email address. Once all required details are filled in, click ‘Save’.

After saving the new lead, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. This will fetch the details of the newly created lead. You should see a response containing the details like phone number, email address, and company name.

• Enter the first name as ‘Smart’, last name as ‘User456’.
• Set the lead source to ‘Web’.
• Save the lead to finalize creation.

With the new lead created in Salesforce, you can now proceed to send this data to Brevo using Pabbly Connect.

4. Integrating Salesforce with Brevo Using API

Since Brevo may not have a native integration with Pabbly Connect, we will use the API feature to send data. In the action step, select the API module in Pabbly Connect. Choose ‘Post’ as your action event since we are sending data to Brevo.

Next, you need to enter the endpoint URL for Brevo. This URL can be found in the Brevo developer API documentation. Copy this URL and paste it into Pabbly Connect. Set the payload type to JSON, as this is the format Brevo requires.

Select ‘Add Headers’ for authentication. Enter the API key as the header value. Map the email address from Salesforce to the required field in Brevo.

After setting these parameters, click on ‘Save and Send Test Request’. You should receive a response confirming that a new contact has been created in Brevo, indicating successful integration.

5. Verifying Integration Success

To verify the success of the integration, go to your Brevo account and navigate to the contacts section. Check if the contact created in Salesforce appears in Brevo. If it does, the integration setup using Pabbly Connect was successful.

For further testing, create another lead in Salesforce. Repeat the previous steps by filling in the necessary details and saving the lead. Wait for the polling interval of 10 minutes, and then check Brevo again to see if the new lead appears.

In summary, using Pabbly Connect allows seamless integration between Salesforce and Brevo, enabling automatic transfer of lead data. This integration not only saves time but also enhances workflow efficiency.

Conclusion

This tutorial demonstrated how to integrate Salesforce with Brevo using Pabbly Connect. By following these steps, you can automate your lead management process effectively, ensuring that your contacts are always up to date across platforms.