Instantly Add Autopilot Contact from New Salesforce Lead | Salesforce Autopilot Integration

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Published at : 21 Jan 2021
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Clone Readymade Workflow for Free & Start Automation in No-Time: https://www.pabbly.com/connect/marketplace/add-autopilot-contact-from-new-salesforce-lead/

Pabbly Connect Link: https://www.pabbly.com/out/pabbly-connect

Salesforce Autopilot Integration

In this video, we will learn how to instantly add Autopilot contact from new Salesforce lead using Pabbly Connect.

Not just these 2 software, one can integrate any software quickly with Pabbly Connect and automate marketing, sales, payments, or any business processes in minutes without having any programming skills

What is Pabbly Connect?

Pabbly Connect is an integration tool that lets you automate all the repetitive tasks you do on a daily basis. The tool allows you to automatically connect different software and transfer data between them in real-time. More specifically, you can transmit data between the software which you need to do on a daily basis.

Just like Newton’s Third Law which states “Every action has an equal and opposite reaction”. You gotta tell Pabbly Connect on when and how to react.

Pabbly Connect has the integration of around 400+ world's popular applications like Gmail, Stripe, PayPal, Shopify, MailChimp, Zoho, Google Sheets, Slack and more..

It supports all the popular apps for CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, Collaboration, and much more...

When you use an application for real you will know how easy it is to integrate two different software. Pabbly Connect is a bridge that lets you create simple one-to-one automation workflows or just sync data between two apps in a matter of time.

For this, you need to create a workflow wherein you can define the tasks in a proper way for data transfer. Workflow is a space where you can mention what & how you want to transfer information between apps using actions and triggers.

What are Triggers and Actions?

Triggers- A Trigger is an If statement. An event on which you want to perform an action.

Actions- An Action is the result of trigger or End result of if statement

To understand it in a better way you need to know what is “If Statement” Basically “If Statement” is a parameter we decide like when this happens then do this. Here input “When this happens” is a trigger and the output “Do this” is action.

For Instance: “When a customer purchases something from my WooCommerce account” or “When the payment is received from customers” is trigger.

Based on these events, when we want to do something like “send message to customer for successful purchase” or “create Google Sheet for customer payment details” is Action.

Or in simple language you can say that Trigger is basically the input and Action is the output you get because of the trigger.

Hence, creating a workflow in Pabbly Connect is as easy as pie!!!

Few In-built Tools of Pabbly Connect

Filters - Filters allow you to transfer selected data into the software. As the name speaks for itself, this feature carries out the filtration process so you can transfer the required data only.

Routers - Routers can help you send different data in different software from a single workflow.

Formatters- The formatters lets you convert the data into the required format. For example- If you want to change the date format from MM-DD-YYYY to DD-MM-YYYY, you can easily do it using Date Formatter in Pabbly Connect.

Multi-step calls - Using this, you can connect multiple applications in a single workflow without any trouble.

5-Minute Interval - The software has a data capturing time interval of a minimum of 0 to a maximum of 5 minutes. Within this time frame, the transfer data’s response will be fetched by Pabbly Connect.
Instantly Add Autopilot Contact from New Salesforce LeadConnect Salesforce to AutopilotIntegrate Salesforce with Autopilot

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