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Add Google Sheets Leads to Salesforce in Real Time

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you need to access its workflow page. Simply type the URL pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for a free account.

If you are a new user, click on the “Sign Up Free” button. This allows you to explore Pabbly Connect with 100 free tasks monthly. Existing users can log in directly. Once logged in, you can begin creating your integrations.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this section, you will set up a trigger in Pabbly Connect to capture new entries from Google Sheets. Click on the “Create Workflow” button and name your workflow. Select Google Sheets as your trigger application.

Choose “New or Updated Spreadsheet Row” as the event.
Copy the generated webhook URL provided by Pabbly Connect.
Open your Google Sheet and navigate to Extensions > Add-ons > Get Add-ons.

Search for “Pabbly Connect Webhooks” and install it. After installation, go back to Extensions, select Pabbly Connect Webhooks, and choose “Initial Setup”. Paste the webhook URL and set the trigger column to the last data column of your Google Sheet.

3. Sending Test Data to Pabbly Connect

Once your initial setup is complete, it’s time to send test data to Pabbly Connect. Click on the “Send Test” button in the Pabbly Connect Webhooks setup dialog. This will send a test entry from your Google Sheet to Pabbly Connect.

Navigate back to Pabbly Connect and check for the received test data. You should see a response indicating that the data from your Google Sheet has been captured successfully. If everything is set up correctly, this response will include the fields you entered in your Google Sheet.

4. Creating a Salesforce Contact via Pabbly Connect

Now that you have successfully set up the trigger, it’s time to create a contact in Salesforce using Pabbly Connect. In your workflow, add Salesforce as the action application. Select “Create Contact” as the action event.

Click on the “Connect” button to link your Salesforce account.
Allow access to your Salesforce account.
Map the fields from the Google Sheet response to the Salesforce contact fields.

For instance, map the first name, last name, email, and phone number from the Google Sheet data into the respective fields in Salesforce. Once mapping is complete, click on the “Save and Send Test Request” button to create the contact.

5. Verifying the Salesforce Contact Creation

After sending the test request, navigate to your Salesforce CRM contacts page. Refresh the page to see if the new contact has been created successfully. You should see the contact details matching the information entered in your Google Sheet.

With this setup, every time you add a new entry in your Google Sheet, it will automatically create a corresponding contact in Salesforce, thanks to Pabbly Connect. This integration streamlines your workflow and saves time for your business.

Conclusion

In this tutorial, we explored how to integrate Google Sheets with Salesforce CRM using Pabbly Connect. By following these steps, you can automate the process of adding contacts from Google Sheets to Salesforce seamlessly. Start using Pabbly Connect today to enhance your business automation.