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Add New Google Contacts to Salesforce Without Manual Entry ⚡

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Contacts with Salesforce CRM, first access Pabbly Connect. Visit the Pabbly Connect homepage by typing its URL, which is pabby.com/connect.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up for a free account. New users can click on the “Sign Up Free” button, which allows you to explore Pabbly Connect with 100 free tasks every month.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger to initiate the workflow. The trigger application will be Google Contacts, which will activate whenever a new contact is added.

Select Google Contacts as the trigger application.
Choose the event as “New or Updated Contact”.
Connect your Google account to Pabbly Connect.

After selecting the trigger event, click on the “Connect” button. You can either use an existing connection or create a new one by clicking on “Add New Connection”. Sign in to your Google account and allow access to complete the connection process.

3. Fetching Contact Data from Google Contacts

After setting up the trigger, the next step is to fetch the contact data from Google Contacts. This is essential for transferring that data to Salesforce CRM.

Before fetching the contact, create a new contact in your Google Contacts with the following details:

First Name: New
Last Name: Lead
Email: [email protected]
Phone: 1234567890

Now, click on “Save and Send Test Request” in Pabbly Connect. You should see the data fetched successfully, which includes the name, email, and phone number of the new lead.

4. Adding the Contact to Salesforce CRM

With the contact data fetched, the next step is to add this information to Salesforce CRM using Pabbly Connect. Here, Salesforce will serve as the action application.

Select Salesforce as the action application and choose the event as “Create Contact”. Click on the “Connect” button to establish the connection with Salesforce. Allow access to complete this step.

Once connected, map the fields from the Google Contacts data to Salesforce. For instance, map the first name, last name, email, and phone number fields. This mapping ensures that the data flows correctly into Salesforce CRM without manual entry.

5. Setting the Trigger Time for Automation

Finally, to ensure that Pabbly Connect regularly checks for new contacts, you need to set the trigger time. Google Contacts operates on a polling-based trigger.

Right-click on the trigger setup in Pabbly Connect and select “Set Trigger Time”. You can configure it to check for new contacts every 10 minutes. This setting allows seamless automation of adding new Google contacts to Salesforce CRM.

Now, with this automation in place, you can efficiently manage your contacts without manual updates, saving time and effort.

Conclusion

This tutorial demonstrated how to integrate Google Contacts with Salesforce CRM using Pabbly Connect. By following these steps, you can automate the process of adding contacts seamlessly, enhancing your productivity and efficiency.