How to Add Customer Details from Google Forms to Salesforce CRM Using Pabbly Connect

Learn how to seamlessly integrate Google Forms with Salesforce CRM using Pabbly Connect to automate customer detail management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Google Forms with Salesforce CRM, first, access Pabbly Connect. This platform enables seamless automation between various applications, making it ideal for managing customer details efficiently.

Start by visiting the Pabbly Connect website. If you’re a new user, you’ll need to sign up for an account. Existing users can simply log in to access their dashboard and begin creating new workflows.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow.

For this integration, name your workflow something descriptive, like ‘Google Forms to Salesforce CRM’. After naming your workflow, click on the ‘Create’ button to proceed.

• Navigate to the dashboard and click on ‘Create Workflow’
• Name your workflow appropriately
• Click on the ‘Create’ button to proceed

After creating your workflow, you will be taken to a new page where you can set up the trigger and action for your integration.

3. Setting Up Google Forms as Trigger in Pabbly Connect

In the new workflow page, select Google Forms as your trigger application. This means that whenever a new response is received in Google Forms, it will trigger the workflow.

Choose the event as ‘New Response Received’ to ensure every time a customer fills out the form, the details are captured. Click on ‘Connect’ to link your Google Forms account with Pabbly Connect.

• Select Google Forms as the trigger application
• Choose the event ‘New Response Received’
• Click ‘Connect’ to link your Google Forms account

Once connected, you will need to select a specific Google Form that you have created to capture customer details.

4. Linking Google Sheets to Capture Responses

To capture responses from Google Forms, link it to a Google Sheet. This is essential as Pabbly Connect will pull data from this sheet. Open your Google Form, navigate to the ‘Responses’ tab, and link your Google Sheet.

After linking, copy the webhook URL provided by Pabbly Connect and paste it into your Google Sheet under the ‘Add-ons’ section. Install the Pabbly Connect add-on if you haven’t already and set it up to trigger on new responses.

Open your Google Form and link it to a Google Sheet Copy the webhook URL from Pabbly Connect Set up the Pabbly Connect add-on to trigger on new responses

This setup will ensure that every time a customer fills out the form, their details are automatically sent to the Google Sheet.

5. Creating Action in Salesforce CRM

Now that the trigger is set up, it’s time to create the action in Salesforce CRM. In Pabbly Connect, select Salesforce as the action application and choose the event as ‘Create Lead’.

Connect your Salesforce account by allowing access, and then map the fields from Google Sheets to Salesforce. This includes customer name, email, phone number, etc. Once all fields are mapped correctly, save your workflow and send a test request to ensure everything is functioning properly.

Select Salesforce as the action application Choose ‘Create Lead’ as the event Map the fields from Google Sheets to Salesforce

With this setup, every new response in Google Forms will automatically create a lead in Salesforce CRM, streamlining your customer management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding customer details from Google Forms to Salesforce CRM. By following these steps, you can efficiently manage customer information and enhance your lead generation process.

Utilizing Pabbly Connect not only saves time but also ensures that your customer data is organized and readily available in your CRM.