How to Add Google Forms Leads into Salesforce Automatically Using Pabbly Connect

Learn how to automatically add Google Forms leads into Salesforce using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms and Salesforce Integration

To start integrating Google Forms with Salesforce automatically, you need to access Pabbly Connect. First, go to Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for a free account.

If you are new, click on ‘sign up free’ to get 300 tasks every month. Existing users can simply sign in. Once logged in, click on ‘Access Now’ to enter the Pabbly Connect dashboard. This platform serves as the central hub for automating tasks between Google Forms and Salesforce.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will see options for the workflow builder; select the beta version for a faster and more flexible experience.

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Add Google Form Leads into Salesforce Automatically’.
• Select a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will set up your workflow to begin integrating Google Forms with Salesforce using Pabbly Connect.

3. Setting Up the Trigger with Google Forms

In this section, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button and select Google Forms as the trigger application. Choose the event ‘New Response Received’. This event will trigger the automation every time a new form submission is made.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL as you will need it to connect Google Forms to Pabbly Connect. Now, log into your Google Forms account and navigate to the form you created for workshop registrations.

• Go to the ‘Responses’ section in Google Forms.
• Click on ‘Link to Sheets’ to create a new Google Sheet for storing responses.
• Make a test submission to ensure the connection works.

By following these steps, you will successfully set up the trigger that captures responses from Google Forms using Pabbly Connect.

4. Connecting Google Sheets to Pabbly Connect

To further automate the process, you need to connect Google Sheets with Pabbly Connect. First, install the ‘Pabbly Connect Webhooks’ add-on in your Google Sheets account. Go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

Once installed, refresh your Google Sheets. Click on ‘Extensions’, select ‘Pabbly Connect Webhooks’, and then ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the final data column of your Google Sheet.

Set the trigger column to the last column where data will be entered. Click ‘Submit’ to save the setup. Enable ‘Send on Event’ to capture data automatically.

After completing these steps, your Google Sheets will be successfully connected to Pabbly Connect, allowing you to capture responses seamlessly.

5. Adding Action to Create Contacts in Salesforce

Now that you have set up the trigger, it’s time to add the action that will create new contacts in Salesforce. Click on ‘Add Action’ and select Salesforce as the action application. Choose the event ‘Create Contact’ to automate the addition of new leads into your Salesforce account.

To connect Salesforce, select ‘Add a New Connection’. If you are already logged into Salesforce, the connection will be established easily. Otherwise, enter your Salesforce credentials when prompted.

Map the fields such as first name, last name, email, and phone number from the Google Forms response. Click ‘Save and Send Request’ to create the contact. Check your Salesforce account to verify the new contact was created successfully.

By following these steps, you will have automated the process of adding Google Forms leads into Salesforce using Pabbly Connect, ensuring that every new lead is captured efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Google Forms leads into Salesforce. By setting up triggers and actions, you can streamline your lead management process and ensure that no lead is missed. This integration not only saves time but also enhances your overall productivity.