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Capture Google Forms Leads Directly in Salesforce

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the creation of Salesforce CRM contacts using Google Forms, you first need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

Visit the Pabbly Connect homepage by entering the URL ‘pabbly.com/connect’. If you are a new user, you can sign up for free, which includes 100 free tasks per month. Existing users can simply sign in to their accounts.

2. Setting Up Google Form to Capture Leads

Next, set up your Google Form to collect leads. This form will be the trigger for your automation in Pabbly Connect. Ensure that fields such as first name, last name, email, and phone number are included.

Create a Google Form with necessary fields.
Go to the Responses tab and link to Google Sheets.
Ensure the form is ready to capture data.

After setting up the form, you will need to connect it to Pabbly Connect to automate the data transfer to Salesforce CRM.

3. Creating Workflow in Pabbly Connect

Now, navigate to the workflow page on Pabbly Connect. Here, you will create a new workflow that triggers when a new response is received from your Google Form.

Choose Google Forms as the trigger application and select the event ‘New Response Received’. You will then receive a webhook URL, which acts as a bridge between Google Forms and Pabbly Connect.

Select Google Forms as the trigger application.
Choose the event ‘New Response Received’.
Copy the webhook URL provided.

Once you have copied the webhook URL, proceed to your Google Sheets linked to the form to set it up for data transfer.

4. Linking Google Sheets to Pabbly Connect

In your Google Sheets, go to Extensions and then Add-ons to install the Pabbly Connect Webhook add-on. This will enable your sheet to communicate with Pabbly Connect.

After installation, select the Pabbly Connect Webhook option and enter the webhook URL you copied earlier. Set the trigger column to match the last column of your data.

Install the Pabbly Connect Webhook add-on.
Enter the webhook URL in the initial setup dialog.
Submit the setup to establish the connection.

Once the setup is complete, test the connection by submitting a new entry in your Google Form, which should automatically populate in Pabbly Connect.

5. Sending Data to Salesforce CRM

After confirming that data is being received in Pabbly Connect, the next step is to send this information to Salesforce CRM. Select Salesforce as the action application in your workflow.

Choose the action event ‘Create Contact’ and connect your Salesforce account. Use the mapping feature to dynamically insert the fields from your Google Form submissions into Salesforce.

Select Salesforce as the action application.
Choose ‘Create Contact’ as the action event.
Map the fields from Google Forms to Salesforce.

Once everything is set up, save and test the workflow to ensure that new contacts are created in Salesforce automatically whenever a form is submitted.

Conclusion

By following these steps, you can effectively automate the creation of Salesforce CRM contacts using Pabbly Connect and Google Forms. This integration saves time and enhances workflow efficiency, allowing you to focus on growing your business.