Sync Salesforce Contacts to Google Contacts Using Pabbly Connect

Learn how to seamlessly sync Salesforce contacts to Google Contacts using Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin syncing Salesforce contacts to Google Contacts, first access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’. This is the platform that will facilitate the integration between Salesforce and Google Contacts.

Once on the Pabbly Connect page, you can create a free account or log in if you already have one. With Pabbly Connect, you get 100 free tasks to test the automation process, making it easy to set up and evaluate the integration.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the blue button to create a new workflow. Name your workflow something descriptive, like ‘Salesforce to Google Contacts Automation’, and click on create. This workflow will define the automation process between the two applications.

In the workflow setup, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is what starts the automation, and the action is what happens as a result. For this integration, select Salesforce as your trigger application and set the trigger event to ‘New Contact Created’.

• Select Salesforce as the trigger application.
• Choose ‘New Contact Created’ as the trigger event.

After configuring the trigger, click on connect and add a new connection to Salesforce. Authorize Pabbly Connect to access your Salesforce account, ensuring a secure connection for the automation.

3. Capturing Contact Data from Salesforce

Once the Salesforce connection is established, click on ‘Save and Send Test Request’ to verify the integration. This step fetches the most recent contact data created in Salesforce to ensure everything is working correctly. You will see the details of the new contact displayed in Pabbly Connect. using Pabbly Connect

For this example, create a dummy contact in Salesforce to test the integration. Go to Salesforce, click on ‘New Contact’, and fill in the necessary details. Save the contact and return to Pabbly Connect to check if the data has been captured successfully.

• Create a dummy contact in Salesforce with details like name and email.
• Verify that the contact data appears in Pabbly Connect.

If the contact details are visible in Pabbly Connect, it confirms that the Salesforce connection is functioning correctly. Now, you can proceed to the next step of adding this data to Google Contacts.

4. Adding Salesforce Contacts to Google Contacts

Next, you will configure the action step in Pabbly Connect to add the captured Salesforce contact to Google Contacts. Select Google Contacts as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

Click on connect and authorize Pabbly Connect to access your Google Contacts account. Once connected, you will need to map the fields from the Salesforce data to the Google Contacts fields, ensuring that all necessary information is transferred accurately.

Map the first name and last name from Salesforce to Google Contacts. Ensure email and phone number fields are also filled correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to test the action. Check your Google Contacts to verify that the new contact has been added successfully.

5. Completing the Automation Setup

After successfully adding the contact to Google Contacts, your automation is now complete. Pabbly Connect will automatically sync any new contacts created in Salesforce to Google Contacts without any further action required on your part. using Pabbly Connect

This seamless integration allows you to access your contacts easily from your phone or any device without having to log into Salesforce. Pabbly Connect ensures that your customer interactions are streamlined and efficient, enhancing your communication capabilities.

Once set up, you can rely on Pabbly Connect to handle the synchronization process, allowing you to focus on more important tasks while keeping your contact list up-to-date.

Conclusion

In this tutorial, we demonstrated how to sync Salesforce contacts to Google Contacts using Pabbly Connect. This integration simplifies contact management and enhances communication efficiency. Now, you can easily manage your customer interactions with minimal effort.