Every New Row in Google Sheets Creates a Contact in Salesforce CRM 🚀

Learn how to automate the creation of Salesforce CRM contacts from Google Sheets using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To begin integrating Google Sheets with Salesforce CRM, you need to access Pabbly Connect. Start by visiting the Pabbly website and selecting the ‘Connect’ option.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create an account. Existing users can simply log in. Once logged in, navigate to the dashboard where you can create a new workflow.

2. Create a New Workflow in Pabbly Connect

In this step, you will set up a workflow to automate the process. Click on the ‘Create Workflow’ button and choose the new beta version for building your workflow.

• Enter the workflow name: Every New Row in Google Sheets Creates a Contact in Salesforce CRM.
• Select the folder as Pabbly.
• Click on the Create button to finalize your workflow setup.

After creating the workflow, you will be prompted to set up the trigger, which is crucial for automation in Pabbly Connect.

3. Set up Google Sheets as the Trigger Application

For this integration, select Google Sheets as your trigger application. Choose the app event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever a new row is added.

Click on the ‘Connect’ button, and Pabbly Connect will provide you with a webhook URL. This URL is essential for linking Google Sheets with Pabbly Connect. Copy the webhook URL for the next steps.

4. Connect Google Sheets to Pabbly Connect

Open your Google Sheets account and navigate to the sheet where you want to track leads. Click on the ‘Extensions’ menu, then select ‘Add-ons’ and click on ‘Get Add-ons’. Search for the ‘Pabbly Connect Webhooks’ add-on and install it. using Pabbly Connect

• After installation, click on the add-on and select ‘Initial Setup’.
• Paste the copied webhook URL into the designated field.
• Set the trigger column to the final data column of your sheet.

After completing these steps, send a test to verify that the connection is successful. If the test data is received, the setup is complete, and you can proceed to the next step.

5. Set Up Salesforce CRM as the Action Application

Now that your trigger is set, it’s time to configure Salesforce CRM as the action application. Search for Salesforce in Pabbly Connect and select it. Choose the app event as ‘Create Contact’.

Click the ‘Connect’ button. You will have the option to add a new connection or select an existing one. For this tutorial, select ‘Add New Connection’ and authorize Pabbly Connect to access your Salesforce account.

Map the fields from the Google Sheets response to the Salesforce contact fields. This mapping ensures that data is transferred correctly. After mapping the first name, last name, and other relevant fields, click on the ‘Save and Send Test Request’ button to create a contact in Salesforce.

Conclusion

By following these steps, you can successfully automate the creation of contacts in Salesforce CRM from new entries in Google Sheets using Pabbly Connect. This integration streamlines your workflow and enhances productivity, making it easier to manage your leads effectively.