Are you looking for the easiest way to create Salesforce lead from Google Sheets rows? If yes, then here in this blog, we will walk you through the process using Pabbly Connect.

How to Create Salesforce Lead from Google Sheets Rows

Pabbly Connect allows you to automate all your repetitive work without needing any coding skills. In a matter of time, you can connect multiple applications and allows data transmission among them.

Not just this, the only software available in the market that doesn’t restrict on features like path routers, filters, provide unlimited workflows, and much more even in its free plan.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

But before moving forward let’s understand both software and the need for the integration. Salesforce’s services allow businesses to use cloud technology to completely connect with customers, partners and potential customers. Whereas Google Sheets is a spreadsheet program offered by Google to save data.

Many time we store the data from multiple platforms in Google Sheets. By Connecting Google Sheets with Salesforce via Pabbly Connect, we will automatically create a lead in Salesforce from the data gathered in Google Connect. We have also inserted a video for you about the same, have a look at it.

Also, we have attached a clone template, just click on the below image and you’re good to go. Moreover, if you’re looking for more apps and integration, you can visit our Marketplace.

Google Sheets and Salesforce Clone Template

Here in this article, we are going to integrate Google Sheets and Salesforce.

How to Create Salesforce Lead from Google Sheets Rows (step by step)
Let’s begin the process.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process of creating Salesforce lead from Google Sheets rows by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Subsequently, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Google Sheets to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create New Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “Google Sheets to Salesforce”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Google Sheets to Salesforce Integration

Next, after building a workflow, you have to choose the integration app to add Salesforce leads from Google Sheets. Using Pabbly Connect you can avail countless actions and triggers, click here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Google Sheet

The following step is to select “Google Sheets” from the dropdown, then choose the “New Spreadsheet Row” option to append leads in Salesforce from Google Sheets.

(b) Copy the Webhook URL

Copy the Webhook URL

The following step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Google Sheets with Pabbly Connect

To save leads in Salesforce, you gotta paste the copied Webhook URL in the sheet. But before that, you, have to install the Add-on named Pabbly Connect in your Google Sheet.

(a) Create a Google Sheets

Create a Google Sheets

The first thing to do is create a Google Sheets with basic details like the first name, last name, email address, and much more. You can pick a sheet of your choice too.

(b) Click on Add-ons

Click on Add-ons

Further, in the add-on section, you have to click on the “Get add-ons” button to download the “Pabbly Connect Webhook”.

(c) Find Pabbly Connect in G Suite Market Place

Find Pabbly Connect

After clicking on “Get Add-on” a new window will pop-up. Here in the search bar look for Pabbly Connect Webhooks.

(d) Install Pabbly Connect

Install Pabbly Connect

Now just click on the install option and within seconds it will get installed into your Google Sheets.

(e) Press Initial Setup in Google Sheets

Press Initial Setup in Google Sheets

Further, when you click on add-ons, Pabbly Connect Webhook will appear there. Simply click on it, it will open certain options, select “Initial Setup” to smooth the whole Google Sheets- Salesforce integration process.

(f) Paste the Webhook URL

Paste the Webhook URL

In addition, a window with two choices, the Webhook URL and Trigger Column, will appear when you press “Initial Set-Up”. In that segment, just paste your copied Webhook URL from Pabbly Connect and mention the trigger column as appropriate. To confirm the Google Sheets and Salesforce integration, then click on the ‘Send Test’ button. Before submitting a test message, make sure to press ‘Capture Webhook Response’ on the Pabbly Connect dashboard.

When the test request is received, a message in red letters will indicate that the data has been submitted.

(g) Click Send On Event In Google Sheets

Click Send On Event In Google Sheets

This is the extra step you need to do, to ensure that every time new data added to the sheet it will automatically appear in your Salesforce account. For this, all you have to do is click on “Send on Event” in the “Add-On” option.

Step 6: Test the Response in Pabbly Connect Dashboard

Test the Response in Pabbly Connect Dashboard

The entry will appear on the ”Pabbly Connect “ dashboard as soon as you click on the “Send Test“ option. Next, click on the ‘Save’ button.

Step 7: Setting Actions for Google Sheets to Salesforce Integration

Subsequently, in order to make this Google Sheets-Salesforce integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Salesforce

Now, press the + icon to add an action to your trigger. We will choose “Salesforce” from the drop-down field here. Then, select the method as “Create Lead”.

(b) Click the Connect Button

Click on Connect Button

Immediately, after selecting the application, press the “Connect” button.

(c) Authorize Salesforce Account

Authorize Salesforce Account

Later, it will ask for account permission for which you have to press the “Connect” button.

(d) Map Field Data

Map Field Data

Later on, it will automatically fetch the data of the organization and type after successful login. Then, all you have to do is map the required field from the drop-down like for the email field, select the email option, and for the name field select the name option.

(e) Save and Send Test Request

Save and Send Test Request

After making all the changes, save the setting and then “Send Test Request”.

Step 8: Check Response in Salesforce Dashboard

Check Response in Salesforce Dashboard

Finally, as you can see the response has been auto-populated as a lead in Salesforce.

Conclusion –

That’s all! Here we have mentioned in the layman method “How to Create Salesforce Lead from Google Sheets Rows”.  When it comes to choosing the automation and integration platform, Pabbly Connect is definitely the right choice. Not only it is budget-friendly but it provides access to premium features even in its free plan.

So, don’t wait anymore! Go and try Pabbly Connect for free.

You May Also Like to Read –