Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect for Google Forms and Salesforce Integration

To start integrating Google Forms with Salesforce, you need to access Pabbly Connect. Simply type pabby.com in your browser to reach the landing page.

Once on the site, sign in to your existing account or sign up for free to explore the features. If you are a new user, you can enjoy some free tasks monthly to test how Pabbly Connect fits your business needs.

2. Create a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for connecting Google Forms to Salesforce.

  • Click on the “Create Workflow” button.
  • Name your workflow, for example, “Connect Google Forms to Salesforce in Minutes.”
  • Select the folder for your workflow, such as “Forms Automation.”

Once you create the workflow, you will be prompted to set up the trigger application, which will be Google Forms. This is where Pabbly Connect becomes essential for automating the lead capture process.

3. Set Up Google Forms as the Trigger Application

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Choose “New Response Received” as the trigger event.

After selecting the trigger, connect Google Forms to Pabbly Connect using the provided webhook URL. This URL acts as a bridge to send data from Google Forms to Salesforce through Pabbly Connect.

  • Open your Google Form and navigate to the “Responses” section.
  • Click on “View in Sheets” to ensure your Google Sheets is connected.
  • Copy the webhook URL and set it up in your Google Sheets using the Pabbly Webhooks add-on.

Ensure that the trigger column in your Google Sheets is set correctly. This column will send data to Pabbly Connect whenever a new form submission occurs.

4. Map Data to Salesforce Using Pabbly Connect

Now that you have set up Google Forms, the next step is to map the data to Salesforce. In your workflow, select Salesforce as the action application.

Choose “Create Lead” as the action event. This is where Pabbly Connect streamlines the process by allowing you to map fields from Google Forms directly to Salesforce.

  • Connect Salesforce by clicking on “Connect with Salesforce” and granting permission.
  • Map the fields from the Google Form submission, such as name, email, and phone number.
  • Test the connection to ensure the data flows correctly into Salesforce.

This mapping ensures that every new lead captured in Google Forms is automatically created in Salesforce, showcasing the power of Pabbly Connect in automating your workflow.

5. Test and Verify the Integration

After mapping the data, it’s crucial to test the integration. Submit a dummy response through your Google Form to see if the data appears in Salesforce as expected.

Check your Salesforce account to verify that the new lead is created successfully. This step confirms that Pabbly Connect is functioning as intended, capturing leads from Google Forms and sending them to Salesforce seamlessly.

Once verified, you can now automate your lead capture process, ensuring that every new response is captured without manual intervention, thanks to Pabbly Connect.

Conclusion

Integrating Google Forms with Salesforce using Pabbly Connect streamlines your lead management process. This automation ensures that every form submission is captured and sent to Salesforce efficiently, enhancing your CRM capabilities.