Integrating Trigger with P Connect Now for Seamless Automation

Learn how to integrate Trigger with P Connect Now to automate lead management in Salesforce effectively. Follow this step-by-step guide for efficient workflows. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Trigger Integration with P Connect Now

To begin with, P Connect Now serves as a powerful tool for integrating various applications. In this tutorial, we will set up a connection between Trigger and Salesforce to automate lead management. This integration is crucial for managing inquiries from India Mart effectively.

First, access your P Connect Now account. If you don’t have an account, sign up for free to get started. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to initiate the integration process.

Configuring the Trigger Event for Automation

The next step involves configuring the trigger event. In this case, we will use Trigger to automatically add new leads from India Mart to Salesforce. Start by searching for the Trigger application within P Connect Now. using Pabbly Connect

• Select the ‘India Mart’ application as your trigger.
• Set the trigger event to ‘New Leads’ to capture incoming inquiries.
• Copy the provided webhook URL, which will be used for connecting India Mart with P Connect Now.

After configuring the trigger, you need to set it up in your India Mart account. Navigate to the Lead Manager, click on the hamburger icon, and select ‘Import/Export Leads’. Use the copied webhook URL to create a new integration, ensuring seamless communication between the two applications.

Connecting India Mart and Salesforce for Lead Management

With the trigger configured, it’s time to establish the connection between India Mart and Salesforce. This integration allows for automatic lead creation in Salesforce whenever a new inquiry is received through India Mart. using Pabbly Connect

In P Connect Now, select Salesforce as your action application. Choose the action event as ‘Create Lead’. This action will ensure that every new inquiry generates a corresponding lead in Salesforce, streamlining your lead management process.

• Authorize the connection by clicking on ‘Connect with Salesforce’ and allowing access.
• Map the necessary fields from the inquiry details to Salesforce, such as sender name, company name, and contact information.
• Set the lead status to ‘Open – Not Contacted’ for effective follow-up management.

By completing these steps, you ensure that all inquiries from India Mart are automatically transformed into actionable leads within Salesforce.

Testing the Integration for Successful Automation

After setting up the integration, it is essential to test the workflow to confirm that everything functions correctly. To do this, generate a test inquiry in your India Mart account. using Pabbly Connect

Once the test inquiry is created, check P Connect Now to see if the inquiry details have been received. You should see the inquiry status as ‘Success’, along with the details such as inquiry ID, product name, and sender information.

If the test is successful, verify that the lead appears in Salesforce. Navigate to the leads section in Salesforce to confirm that the new lead has been created with the correct details from the test inquiry.

Conclusion

In conclusion, integrating Trigger with P Connect Now allows for seamless automation of lead management between India Mart and Salesforce. By following the steps outlined in this tutorial, you can efficiently manage inquiries and ensure timely follow-ups for your home textile and furnishing business.