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

Learn how to integrate Webflow with Salesforce using Pabbly Connect to automate your business processes efficiently. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Webflow with Salesforce, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page. If you’re an existing user, click on ‘Sign In’; otherwise, you can sign up for a free account.

Once signed in, you will see a dashboard with various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect to start creating your workflow. This is the central platform that will facilitate the integration between Webflow and Salesforce.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it. For example, name it ‘Create Salesforce Record for Webflow Form Submission’ and save it in the ‘Automations’ folder. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up your trigger and action.

In Pabbly Connect, the trigger is the event that starts the workflow, while actions are the subsequent steps. For this integration, select Webflow as your trigger application to initiate the workflow when a new form submission occurs.

3. Setting Up the Trigger with Webflow

To set up the trigger, search for Webflow in Pabbly Connect and select it. Choose the trigger event as ‘New Form Submission’. This will ensure that the workflow is triggered whenever a new form is submitted on your Webflow site.

Once selected, you will receive a webhook URL. Copy this URL, as it will be used to connect your Webflow account to Pabbly Connect. Follow the instructions provided to integrate this URL into your Webflow settings.

• Log into your Webflow account and navigate to your project settings.
• Go to ‘Integrations’ and find the section for webhooks.
• Add a new webhook and paste the copied URL, selecting the trigger type as ‘Form Submission’.

After adding the webhook, publish your Webflow site to finalize the connection. This step is crucial as it allows Pabbly Connect to receive data from your Webflow submissions.

4. Configuring Salesforce Action in Pabbly Connect

With the trigger set up, the next step is to configure the action in Salesforce. In Pabbly Connect, search for Salesforce and select it as your action application. Choose the action event as ‘Create Record’ to create a new Salesforce record based on the data received from Webflow.

You’ll need to connect your Salesforce account to Pabbly Connect. Click on ‘Add New Connection’ and grant the necessary permissions for Pabbly to access your Salesforce data.

Select ‘Lead’ as the Salesforce object where you want to create the record. Map the fields from the Webflow submission to the corresponding fields in Salesforce.

Mapping ensures that the data flows correctly from Webflow to Salesforce, allowing you to automatically create lead records with the information collected from your forms.

5. Testing the Integration Workflow

Now that you have set up both the trigger and action, it’s time to test the integration. Perform a test submission on your Webflow form to see if the data is correctly sent to Pabbly Connect and subsequently to Salesforce.

After submitting a test entry, check your Salesforce account to confirm that a new lead record has been created with the submitted details. This step validates your workflow and ensures everything is functioning as intended.

By automating this process with Pabbly Connect, you can streamline your lead management and ensure your sales team receives inquiries promptly, enhancing your business’s efficiency.

Conclusion

This tutorial demonstrated how to integrate Webflow with Salesforce using Pabbly Connect, automating the lead creation process. By following these detailed steps, you can enhance your efficiency and improve lead management in your business.