How to Add Webinar Participants from Google Sheets to Salesforce CRM Using Pabbly Connect

Learn how to seamlessly add webinar participants from Google Sheets to Salesforce CRM using Pabbly Connect. Follow our step-by-step tutorial for efficient integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of adding webinar participants from Google Sheets to Salesforce CRM, first, you need to access Pabbly Connect. This powerful automation tool allows you to create seamless workflows between applications without coding.

Visit the Pabbly Connect website at www.Pabbly.com/connect. Here, you can either sign in if you’re an existing user or sign up for a free account to start automating your tasks. Once logged in, navigate to the ‘All Pabbly Apps’ section and select Pabbly Connect to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow that will facilitate the integration between Google Sheets and Salesforce CRM. Click on the ‘Create Workflow’ button to begin.

• Select the new beta method for workflow creation.
• Name your workflow, e.g., ‘Add Webinar Participants from Google Sheets to Salesforce CRM’.
• Choose a folder to save the workflow.

After setting up these details, click on the ‘Create’ button. This will set the stage for the next steps, where you will configure the trigger and action for your workflow.

3. Setting Up the Trigger for Google Sheets

In this step, you will configure the trigger that detects when a new participant’s data is added to Google Sheets. Select Google Sheets as your trigger application in Pabbly Connect.

For the trigger event, choose ‘New or Updated Spreadsheet Row’. After clicking the ‘Connect’ button, you will receive a webhook URL. Copy this URL as it will be used to link your Google Sheets with Pabbly Connect.

• Go to Google Sheets, then Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your spreadsheet to see the new options.

Once refreshed, navigate to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the copied webhook URL and specify the trigger column (e.g., Column D for phone numbers). Click ‘Submit’ to complete the setup.

4. Connecting Salesforce CRM to Pabbly Connect

With the trigger set up, the next step is to configure the action that will create a lead in Salesforce CRM. In your Pabbly Connect workflow, add a new action step and select Salesforce as the action application.

Choose the action event ‘Create Record’ and click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Salesforce account. Click on ‘Add New Connection’ and follow the prompts to allow access.

Select ‘Lead’ as the Salesforce object. Map the fields from Google Sheets to Salesforce, such as first name, last name, email, and phone number. Click on ‘Save and Send Test Request’ to verify the connection.

Once the test is successful, a new lead will be created in your Salesforce account, confirming the integration is working as intended.

5. Finalizing the Integration Process

After successfully mapping the data and creating a lead, the final step is to ensure everything is functioning correctly. Enter a new participant’s details in your Google Sheets.

As soon as the data is entered, the trigger in Pabbly Connect will capture this information and create a new lead in Salesforce CRM automatically. You can check your Salesforce account to see the newly added lead with all the correct details.

This integration not only saves time but also reduces the chances of manual errors, allowing you to focus on nurturing your leads effectively. With Pabbly Connect, you can automate various tasks across multiple applications seamlessly.

Conclusion

In this tutorial, we demonstrated how to add webinar participants from Google Sheets to Salesforce CRM using Pabbly Connect. By following the steps outlined, you can automate the process of lead creation, ensuring efficiency and accuracy in managing your webinar registrations.