Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin integrating Google Forms with Salesforce CRM, you first need to access Pabbly Connect. This platform serves as the central hub for your automation tasks. Start by navigating to the Pabbly Connect homepage by entering its URL in your browser.

Once on the homepage, you will see options to either sign in or sign up. If you are a new user, click on “Sign Up Free” to create an account. This will give you access to 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect without any cost. Existing users can simply log in to their accounts.

2. Setting Up the Trigger with Google Forms

To automate the process, you need to set up a trigger in Pabbly Connect. The trigger will initiate the workflow whenever a new response is submitted via Google Forms. Start by selecting Google Forms as your trigger application.

  • Choose “New Response Received” as the event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Navigate to your Google Form and access the responses section.

After copying the webhook URL, go to the Google Sheets linked to your form. Under the “Extensions” menu, select “Add-ons” and then “Get Add-ons” to install the Pabbly Connect Webhooks add-on. Once installed, go back to the “Extensions” menu, select Pabbly Connect Webhooks, and choose “Initial Setup” to paste the webhook URL and specify the trigger column.

3. Testing the Google Forms Integration

After setting up the trigger, it’s time to test the integration. Fill out your Google Form with sample data, including first name, last name, email, and phone number. Once submitted, the response should appear in your Google Sheet.

Next, return to Pabbly Connect and send test data to ensure the connection is working. Click on “Send Test” to confirm that the data from your Google Form has been successfully received by Pabbly Connect. You should see the response data populate in the Pabbly Connect interface.

  • Ensure the “Send on Event” option is enabled in the Google Sheets add-on.
  • This will automate the data fetching process for future submissions.

After testing, your integration should be fully functional, and you can now move on to connecting Salesforce CRM.

4. Adding Salesforce CRM to the Workflow

Now that you have successfully set up the Google Forms trigger, the next step is to add Salesforce CRM as your action application in Pabbly Connect. Select Salesforce CRM and choose the event “Create Contact” to establish the action you want.

Before proceeding, you will need to connect your Salesforce account to Pabbly Connect. Click on “Connect with Salesforce” and grant the necessary permissions. Once connected, you can map the fields from the Google Forms response to the Salesforce contact fields.

  • Map the first name, last name, email, and phone number fields from the Google Forms response.
  • This mapping ensures that the data dynamically updates with each new form submission.

After mapping the fields, click on “Save and Send Test Request” to finalize the integration. You should see a positive response indicating that a contact has been created in Salesforce CRM.

5. Verifying the Integration in Salesforce CRM

The final step is to verify that the leads from your Google Form are now appearing in Salesforce CRM. Go to the contacts page in Salesforce and refresh it to see the newly created contact based on your form submission.

If everything is set up correctly, you should see the contact with the same name, email, and phone number that you entered in the Google Form. This confirms that Pabbly Connect has successfully automated the process of adding leads to Salesforce CRM.

With this integration, you no longer need to manually enter leads into your Salesforce CRM. Pabbly Connect automates the entire process, ensuring that your business can operate efficiently 24/7 without manual intervention.

Conclusion

In this tutorial, we demonstrated how to automate the integration of Google Forms with Salesforce CRM using Pabbly Connect. This powerful tool streamlines your workflow, allowing for efficient lead management without manual entry. Start using Pabbly Connect today to enhance your business automation!