Integrating Tag Mango with Salesforce CRM Using Pabbly Connect

Learn how to integrate Tag Mango with Salesforce CRM using Pabbly Connect for seamless automation of your online orders. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Tag Mango with Salesforce CRM, you first need to access Pabbly Connect. This platform serves as the central hub for automating your workflows. Start by signing up for a free account, which can be done in just a few minutes.

Once registered, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the connection between Tag Mango and Salesforce. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Tag Mango to Salesforce’.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger that captures new orders from Tag Mango using Pabbly Connect. In the trigger window, search for Tag Mango and select it as your application. The next step is to choose the trigger event, which should be set to ‘New Order’.

• Select ‘New Order’ as the trigger event.
• Connect your Tag Mango account by entering the API key.
• Choose the appropriate checkout page for capturing new order details.

After configuring these settings, click on ‘Save and Send Test Request’ to ensure the connection is established. Pabbly Connect will now wait for a new order to be placed on your selected Tag Mango checkout page.

3. Capturing New Order Details

Once the trigger is set up, the next step in Pabbly Connect is to capture the details of the new order. After clicking ‘Save and Send Test Request’, you will see that Pabbly Connect is now waiting for a response. To simulate this, place a dummy order on your Tag Mango checkout page.

Upon successful order placement, Pabbly Connect will capture the order details, including customer name, email, and mobile number. This data will be stored in the Pabbly Connect workflow, confirming that the trigger was successful.

4. Setting Up the Action to Create a Salesforce Contact

After capturing the order details, the next step is to set up the action that will create a new contact in Salesforce CRM using Pabbly Connect. In the action window, search for Salesforce and select it as your application. Then, choose the action event as ‘Create Contact’.

• Connect your Salesforce account by allowing Pabbly Connect access.
• Map the customer details captured from Tag Mango to the corresponding fields in Salesforce.
• Ensure that all mandatory fields are filled correctly.

Once everything is mapped correctly, click on ‘Save and Send Test Request’ to confirm that the contact is added successfully to your Salesforce CRM. You should see a positive response indicating the contact has been created.

5. Testing the Automation in Real-Time

With the automation set up, it’s crucial to test the integration to ensure it works as expected. Use Pabbly Connect to place another dummy order on your Tag Mango checkout page. After the order is placed, check your Salesforce CRM to see if the new contact appears.

After placing the order, navigate to the contacts section in Salesforce. You should see the new customer details added automatically, confirming that the integration is functioning correctly. This real-time testing validates that the entire workflow from Tag Mango to Salesforce is seamless and efficient.

Conclusion

This tutorial demonstrates how to effectively integrate Tag Mango with Salesforce CRM using Pabbly Connect. By following these steps, you can automate the process of adding new customers to your CRM, enhancing your workflow and efficiency.