Integrating Trigger with P Connect Now for Seamless Automation

Learn how to integrate Trigger with P Connect Now to automate lead management in Salesforce. Follow this step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with P Connect Now

The first step in this tutorial focuses on integrating P Connect Now with Trigger to automate lead management. This integration allows you to capture new leads from India M and automatically add them to Salesforce. You will streamline your lead management process effectively.

To begin, sign in or create an account on P Connect Now. Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow according to your objective, such as ‘Add India M Leads to Salesforce’. Then, select the appropriate folder to save your workflow.

2. Configuring the Trigger Event for New Leads

In this section, we will configure the trigger event for new leads using Trigger. Start by selecting India M as your trigger application. Then, choose the trigger event labeled ‘New Leads’. This setup ensures that every time a new lead is generated from India M, it will initiate the workflow.

• Search for ‘India M’ in the trigger application.
• Select the trigger event ‘New Leads’.
• Copy the webhook URL provided by P Connect Now.

After setting up the trigger, you need to connect India M with P Connect Now using the copied webhook URL. This URL acts as a bridge, allowing lead details to be sent from India M to P Connect Now whenever a new inquiry is received.

3. Creating the Integration in India M

Next, you will create the integration in India M to connect it with P Connect Now. Log into your India M account and navigate to the Lead Manager section. Click on the hamburger icon and select ‘Import/Export Leads’ to access the Push API settings.

In the Push API section, you will set up a new integration. Here, you need to fill in the following details:

• Select the source as ‘Other’ since P Connect is not listed.
• Enter ‘P Connect’ as the CRM platform name.
• Paste the webhook URL in the listener URL field.

Once you have filled in these details, click on the ‘Save Details’ button to create the integration. After saving, generate an OTP to finalize the integration. This step is crucial for establishing a secure connection between India M and P Connect Now.

4. Mapping Lead Details to Salesforce

Now that the integration is set up, you will map the lead details to Salesforce using P Connect Now. After receiving a new lead from India M, you can create a new lead in Salesforce. In P Connect Now, select Salesforce as your action application and choose the action event labeled ‘Create Lead’.

Connect your Salesforce account with P Connect Now by clicking on ‘Connect with Salesforce’ and allow access. After connecting, you will see fields to fill in lead details. Here, you will map the lead information received from India M to the corresponding fields in Salesforce.

Map the sender’s name as both the first and last name in Salesforce. Map the sender’s company name and contact details appropriately. Include the inquiry message in the description field for reference.

Ensure that all necessary fields are filled and mapped correctly. Finally, click on the ‘Save and Send Test’ button to test the integration. This will create a new lead in Salesforce based on the inquiry details from India M.

5. Verifying the Automation Setup

In the final section, you will verify the automation setup between P Connect Now and Salesforce. After successfully creating a new lead in Salesforce, navigate to your Salesforce account and go to the Leads section. Here, you should see the newly created lead with all the mapped details from India M.

This automation allows you to efficiently manage leads from India M without manual entry. Each time a new inquiry is received, it will automatically create a lead in Salesforce, enhancing your lead management process. You can also review the lead status and other details directly in Salesforce.

By following these steps, you have successfully integrated Trigger with P Connect Now for seamless automation in your solar energy business. This setup not only saves time but also improves your chances of converting leads into long-term customers.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Trigger with P Connect Now enhances your automation capabilities, allowing for efficient lead management. By following the steps outlined in this tutorial, you can streamline the process of adding new leads from India M to Salesforce, ensuring better tracking and customer relationship management.