Learn how to integrate Wix with Salesforce Using Pabbly Connect to automate form submissions. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

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Understanding Integration of Wix with Salesforce Using Pabbly Connect

Integrating Wix with Salesforce Using Pabbly Connect allows businesses to automate form submissions efficiently. In this tutorial, we will walk through the steps to connect Wix forms to Salesforce. This integration helps streamline the lead management process by automatically creating leads in Salesforce whenever a form is submitted on Wix. using Pabbly Connect

By using this integration, you can save time and reduce the risk of losing potential leads. This process eliminates the need for manual data entry, ensuring that all inquiries are promptly addressed. Let’s dive into the steps required for this integration.

Setting Up the Integration Between Wix and Salesforce

To set up the integration between Wix and Salesforce, you will first need to access your Make account. Start by creating a new workflow that connects Wix forms to Salesforce. This workflow will automate the process of transferring form submissions from Wix to Salesforce. using Pabbly Connect

Follow these steps to set up your integration:

  • Log into your Make account.
  • Click on the ‘Create Workflow’ button.
  • Name your workflow (e.g., ‘Create Salesforce Lead on Wix Form Submission’).
  • Select the folder where you want to save your workflow.

After setting up your workflow, you will need to configure the trigger for Wix forms. This trigger will initiate the automation whenever a new form submission occurs.

Configuring the Trigger for Wix Forms

The next step is to configure the trigger in your Make workflow, which will listen for new submissions from your Wix forms. Select Wix as your trigger application and choose the event as ‘New Form Submission’. This means that every time a form is submitted on your Wix site, the workflow will be triggered. using Pabbly Connect

Here’s how to configure the trigger:

  • Select ‘Wix Forms’ as the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the provided webhook URL to connect Wix forms to Make.

Once you’ve copied the webhook URL, head over to your Wix account to set up the automation that will send form submissions to this URL.

Setting Up Wix Automation for Form Submissions

Now that you have the webhook URL, it’s time to set up the automation in your Wix account. Go to your Wix forms dashboard, select the form you want to connect, and navigate to the automations section. Here, you will create a new automation that triggers when a form is submitted. using Pabbly Connect

To set up the Wix automation, follow these steps:

Click on ‘Automations’ in the Wix forms menu. Create a new automation and select ‘Start from Scratch’. Name your automation (e.g., ‘New Form Submissions’). Select ‘Wix Forms’ as the trigger and choose ‘Form Submitted’.

After configuring the automation, paste the webhook URL you copied from Make into the target URL field. This will allow your Wix forms to communicate with Make and send form submissions automatically.

Connecting Salesforce to Make for Lead Creation

With Wix forms now set up to send submissions to Make, the next step is to connect Salesforce to create leads automatically. In your Make workflow, select Salesforce as the action application and choose the action event to create a lead. using Pabbly Connect

To connect Salesforce to Make, follow these steps:

Select ‘Salesforce’ as the action application. Choose ‘Create Lead’ as the action event. Map the fields from the Wix form submission to the Salesforce lead fields.

This mapping is crucial as it ensures that the correct data from the form submission is sent to Salesforce. Once you’ve mapped all necessary fields, you can test the integration to confirm that leads are being created successfully in Salesforce.

Conclusion

In conclusion, integrating Wix with Salesforce Using Pabbly Connect significantly enhances your lead management process. By automating form submissions, you ensure that every inquiry is captured and acted upon promptly. This integration allows you to focus on building relationships with potential customers instead of manual data entry.

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Following the steps outlined in this tutorial will enable you to set up this powerful automation seamlessly. Start leveraging the benefits of this integration today to streamline your workflow.