In this video tutorial, we'll guide you through the process of creating Salesforce leads automatically after a successful Instamojo payment using Pabbly Connect.
Instamojo is a reliable payment gateway for collecting online payments, and Salesforce is a leading CRM platform for managing customer relationships. By integrating Instamojo with Salesforce through Pabbly Connect, you can automate the lead creation process. This ensures that every payment made through Instamojo is converted into a lead in Salesforce, eliminating manual effort and improving efficiency.
This step-by-step guide will help you streamline your sales and payment workflow, saving time and ensuring no potential leads are missed.
Use Case:
As the owner of a skincare brand, I use Instamojo to collect payments for my products. At the same time, I rely on Salesforce to manage my leads and track customer interactions. The challenge I face is that whenever a customer makes a payment on Instamojo, I need to manually transfer their details into Salesforce as a lead. This process is not only time-consuming but also prone to errors. To address this, I’ve set up an automation that automatically creates a new lead in Salesforce whenever a payment is made on Instamojo.
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🔗 Links You Need:
Pabbly Connect Website: [ Ссылка ]
Pricing Details: [ Ссылка ]
Workflow Link: [ Ссылка ]#
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Pabbly Connect makes it easy to integrate and automate any software, marketing, sales, payments, or business processes quickly, without the need for any programming knowledge.
Benefits of Pabbly Connect:
1. Automation: Save time, money, and resources by automating tasks.
2. Integration: Connect various web services to create efficient workflows.
3. Security: Enjoy industry-standard security for your data.
4. Scalability: Easily add new applications and services to your workflow.
5. Cost-effective: Choose from plans suitable for different business sizes, with no charges for internal tasks.
Unlike other integration tools, Pabbly Connect offers absolutely no charges for internal tasks such as mathematical operations, spreadsheet functions, time zone conversions and more. Additionally, you can create unlimited automation workflows for your business without any restrictions.
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Additional Resources:
📢 All Integrations: [ Ссылка ]
❓Talk to our team at: support@pabbly.com
❓Ask your queries in Pabbly Forum: [ Ссылка ]
📘Join Facebook Group : [ Ссылка ]
Disclaimer: All Names, Mobile Numbers, and Emails used in the video are just for demo purposes. This is an educational video showing how to automate and integrate multiple platforms.
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