Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Google Forms and Salesforce CRM Integration

To start integrating Google Forms with Salesforce CRM, you first need to access Pabbly Connect. Go to the Pabbly Connect homepage by typing the URL: pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on “Sign Up Free” to create an account. This allows you to explore the features of Pabbly Connect, including 100 free tasks per month. Existing users can simply sign in to their accounts to start building automations.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the “Create Workflow” button. This action will take you to the Quick Builder, which simplifies the process of integrating applications.

  • Select Google Forms as the trigger application.
  • Choose “New Response Received” as the trigger event.
  • Select Salesforce CRM as the action application.
  • Choose “Create Contact” as the action event.

Once you have set these configurations, approve the workflow, and you will be directed to the workflow page where your Google Forms and Salesforce CRM are now connected via Pabbly Connect.

3. Configuring Google Forms with Pabbly Connect

Now that your workflow is set up in Pabbly Connect, it’s time to configure your Google Form. You will need to copy the webhook URL provided by Pabbly Connect. This URL is essential for linking your Google Form responses to Salesforce CRM.

Go to your Google Form and navigate to the “Responses” section. Here, select the option to view responses in Google Sheets. Once in the sheet, go to “Extensions” > “Add-ons” > “Get Add-ons” to find the Pabbly Connect Webhooks add-on. Install it if you haven’t already.

  • Select Pabbly Connect Webhooks from the Extensions menu.
  • Choose “Initial Setup” to enter the webhook URL.
  • Set the trigger column to the last data column (usually column E).

Click on the submit button to complete the setup. This action ensures that every new response in your Google Form will automatically trigger the workflow in Pabbly Connect.

4. Testing the Integration between Google Forms and Salesforce CRM

To ensure that your integration is working correctly, you need to test it. Fill out your Google Form with sample data, including first name, last name, email, and phone number. After submitting the form, check the Google Sheet to confirm that the data has been recorded.

Next, return to Pabbly Connect and send test data to verify that the information is being received correctly. Click on the “Send Test” button in Pabbly Connect to send this data to Salesforce CRM.

  • Check for a response in Pabbly Connect to confirm the test data was received.
  • Verify that the contact has been created in Salesforce CRM.

After confirming that the data is received successfully, you can proceed to automate the sending of data without manual intervention by enabling the “Send on Event” option in the Pabbly Connect Webhooks menu.

5. Finalizing the Integration for Seamless Automation

With your Google Form and Salesforce CRM now integrated through Pabbly Connect, you can finalize the setup. Ensure that you map all the necessary fields such as first name, last name, email, and phone number from the Google Form response to the corresponding fields in Salesforce CRM.

After mapping, click the “Save and Send” button in Pabbly Connect to complete the process. You should receive a positive response indicating that the contact has been successfully created in Salesforce CRM.

  • Refresh your Salesforce CRM contacts page to see the new contact.
  • Confirm that all data fields are correctly populated.

Now you have successfully automated the process of adding Google Form leads to Salesforce CRM using Pabbly Connect. This integration allows you to save time and reduce manual data entry.

Conclusion

In this tutorial, we explored how to automate the addition of Google Form leads to Salesforce CRM using Pabbly Connect. This seamless integration helps streamline your workflow and enhances productivity by eliminating manual entry tasks.